Blowout earnings from NVidia does little to the stock market
Wall Street ended the week in the green, as investors digested blockbuster Nvidia earnings, policy signals from the Jackson Hole symposium, and the latest U.S. GDP print. Nvidia took center stage, reporting Q2 revenue of $96.2B, a 106% year-over-year increase....
National Debt Surpasses $40 Trillion
Treasury data released this week shows that U.S. national debt now stands at $40 trillion, with the government now expected to spend more than $1 trillion in interest on the debt in the fiscal year of 2026. Rising debt means higher yields, which can mean pricier...
S&P 500 hits all time highs
Earnings resilience supported the market this week with nine of 10 major S&P 500 companies beating consensus EPS estimates, and eight beating revenue expectations. Broadening of the market also helped push the S&P 500 to a record high with nine of 11 S&P...
Strong Q2 EarningsTake the Market Higher
Wall Street finished the week higher, with both the Dow and the S&P 500 hitting fresh all time highs as investors digested key earnings from SpaceX and Palantir Technologies alongside the latest payrolls data. Shares of SpaceX jumped over 20% on the week after the...
Message from the bond market to the Fed – don’t try that again
Major indexes closed higher this week as Big Tech earnings and the Federal Reserve's policy decision took center stage. The Fed kept interest rates unchanged for a fifth consecutive meeting, though three policymakers dissented in favor of a hike. Microsoft delivered...
Tariffs are back but no one cares
Markets have been dominated by a collision of geopolitical, energy, and monetary policy forces, with oil prices serving as the central transmission mechanism into equities, bonds, and inflation expectations. Oil and the Iran conflict remain the primary catalyst....
It’s TACO Tuesday once again!
Inflation data surprised to the downside, shifting the rate narrative. Consumer Price Index(CPI) came in at 3.8%, a drop from 4.2% last month signaling that inflation pressures are easing, even as energy volatility remains a wildcard. In just 24 hours, on another...
Earnings Season Begin with All Eyes on the Major Banks
Wall Street wrapped up a mixed week as Middle East tensions flared after Trump declared the Iran ceasefire over—while announcing that the U.S. has agreed to continue talks with Tehran and is imposing fresh sanctions on the regime, even as fighting has resumed with...
Outlook for 2H: 2026
Wall Street ended the week higher as investors looked past weakness in the labor market. The June jobs report showed the U.S. economy added just 57K jobs, well below expectations, while the unemployment rate unexpectedly edged down to 4.2%. The softer payrolls number...