Fed Chair Powell Stays Cautious: Why Rate Cuts May Be Delayed
Markets US deal activity in January fell to its lowest [...]
Market Shifts & Tech Trends: Large-Cap Strength, Small-Cap Struggles, and the Data Center Boom
Sentiment among large-cap firms continues to improve, but small firms [...]
China’s AI Push: DeepSeek’s Success Sparks Market Uncertainty
Despite restricted access to advanced chips, China’s latest AI advancement, [...]
Seasonal Shifts in the S&P 500: Opportunities and Challenges Ahead
The S&P 500 has entered a seasonally favorable period, albeit [...]
Small Caps, Big Struggles: The Impact of Rising Yields and a Stronger Dollar
The strong employment report and higher inflation expectations boosted Treasury [...]
Rising Long-Bond Yields and Corporate Uncertainty: What It Means for Markets
The long-bond yield continues to rise, with the Treasury curve [...]
Concentration Risks Grow in the S&P 500 as Tech and Services Dominate
The US dollar has had a strong year, though the [...]
S&P 500 Signals Weakness Amid Federal Spending Constraints
Federal spending reached $6.8 trillion in FY 2024, with mandatory [...]
Value vs. Growth: A Historic Divergence in 2024
Market breadth continues to deteriorate. Growth stocks keep [...]
The Solution to the US Energy Problem
What if I told you the next energy revolution isn't [...]