Macro View Daily Insights Excellent earnings season thus far, by the numbers. First quarter earnings results have been excellent so far, with about 30% of S&P 500 Index companies having reported. Index-level earnings are tracking to a 22% year-over-year increase,...
When people invest their money, whether it’s in the stock market, a rental property, or their education, they expect to get a return on their investment. With rental property, the investor expects that the income generated from rentals will more than offset the costs...
Macro View Daily Insights We believe economic fundamentals and corporate profits are strong enough to offset rising rate impact. The incremental economic impact of the roughly half-percent jump in the 10-year Treasury yield this year is likely to be more than offset...
The latest Weekly Market Commentary used our trademark data-driven approach to bust some popular market myths. Two that are getting a lot of attention are the yield curve and rising interest rates. The yield curve—the difference between 2-year and 10-year Treasury...
Macro View Daily Insights China poised to loosen policy. Chinese shares rallied about 2% overnight on signs that the Chinese government may ease some of the policies that were put in place to help manage its debt problem. This week’s reduction in bank reserves may be...
