LATEST ARTICLES

Revisiting Muddle Through

Revisiting Muddle Through

The U.S. economy maintains its "Muddle Through" trajectory as robust labor data and AI investment clash with persistent inflation.

EDITOR'S CHOICE

Sheraz Mian

S&P 500 earnings are projected to grow 23% in Q3, extending a 12-quarter winning streak as revisions broaden across...

Lance Roberts

Rising inflation and deficits are pushing global bond yields higher, with the US 10-year Treasury hitting 4.42%.

Pretiorates

Fed Chair Kevin Harsh faces immediate pressure as rising Treasury yields and record margin debt signal market fragility.

IN THE SPOTLIGHT

Fredrik Arnold

TORM is poised for a 41.7% return next year, driven by a massive 28.9% dividend yield and steady price gains.

Lucas Juery, CFA

The United States dominates global wealth with over 23 million millionaires, more than quadruple China's total.

Gregor Horvat

The S&P 500 pushes toward new highs between 7,875 and 7,950 as it enters the final leg of a recovery stage.

Norman Mogil

Canada’s trade walkout highlights minimal economic exposure and deep U.S. reliance on Canadian energy and potash.

H143 Capital

Suja Life trades at a deep discount despite double-digit growth in its functional beverage portfolio.