Weekly Bottom Line

Treasury yields shot higher this week, as expectations for a June rate cut fell. The U.S. economy had another strong month of hiring in March – adding 303k jobs – while the unemployment rate ticked down to 3.8%. Seven voting FOMC members were out speaking this week and the messaging was consistent: policymakers are in […]

What to Watch This Earnings Season

First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall […]