Despite this morning’s market turbulence sparked by Chinese startup DeepSeek’s low-cost AI model challenging tech valuations, the latest wave of Q4 earnings reports has injected fresh optimism into market sentiment, particularly following upbeat results from major… More >>
Standing at the threshold of one of the most anticipated periods on the financial calendar – corporate earnings season – we find ourselves getting back to what matters most for equity markets. This time of the year, companies from various sectors open their books,… More >>
Bond yields have been rising at an alarming rate recently, especially considering the Federal Reserve has been cutting short-term interest rates. 1
The Fed Funds rate is 100 bps lower, yet the 10-year Treasury yield is just over 100 bps higher.
That’s certainly not… More >>
Wall Street’s annual tradition of “precise inaccuracy” is upon us again, offering a perfect moment to reflect on its forecasting ability. At the end of 2023, they projected a mere 1.22% gain for the S&P 500 in 2024, underestimating actual performance by over 1,800%,… More >>