Earnings and Friends It’s a busy week ahead as the new presidential administration finds its footing and investors navigate a bevvy of economic releases and company earnings. While multiple high-profile events demand attention, some matter more than others. Buckle up! Macroeconomic data provides important context, but stock performance ultimately relies on corporate America’s ability to…Read more
Buyers Are Back in Town Week one of a new administration is here and so far markets have greeted it warmly. There was an added friendliness to the trading environment pre-inauguration with the 10-year Treasury yield falling more than 20 basis points (bps) in a week on the heels of inflation data that came and…Read more
Priceless Our first inflation prints of 2025 hit the wires this week and they were generally better than expected. The Consumer Price Index (CPI), which usually gets the most attention, came in close to estimates for headline data (including all items), and below estimates for the core measure (excluding food and energy). With investors’ renewed…Read more
