Weekly Bottom Line
Middle East tensions continue to drive market volatility, with energy prices remaining highly sensitive to tentative signs of de‑escalation. Markets have sharply repriced Fed expectations. Odds remain in favor of no Fed action this year, though odds of a hike have also picked up. If you are having trouble viewing the Weekly Bottom Line below, […]
Earnings Likely to Grow Double Digits Again; Will Markets Care?
Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast and related moves in oil prices and interest rates. At the risk of writing about something that markets may not care much about right now, here we share some thoughts […]