Bumpy Start Last week, we wrote that the past few weeks had been a roller coaster. And it looks like we’re still on that ride. Since that April 10 column, the S&P 500 fell to as low as 5115 and as high as 5459, while the 10-year Treasury yield has moved around considerably, with an…Read more
Macro Check This earnings season carries particular significance given the dramatic and ongoing upheaval around trade policy. As it heats up this week, several influential banking and technology companies will deliver valuable insights into both corporate health and broader economic trends. Tariffs will probably raise most businesses’ input costs – but by how much remains…Read more
The Paradox of Bear Markets The past few weeks have felt like a rollercoaster. Sharp sell-offs in stocks, the steady drumbeat of unsettling news, and the financial media’s word of the year so far: uncertainty. It’s easy to get caught up in the emotional swings of the market, but it’s in these exact moments when…Read more
