trade

13 Results for: trade

This Earnings Season is Off to a Flying Start

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Based on the first 42 S&P 500 firms to report first quarter results, nearly every company (except Delta and CarMax) has reported profit growth...

Tariffs, Trade, and Technology Impact Market Uncertainty

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U.S. and global markets pushed lower for the second consecutive month as uncertainty loomed around new tariffs...

Headline Risk Hides the Positives

by: ; Robert Serenbetz

The long bull market in equities ran into stiff resistance in February, when the S&P 500 Index experienced its first correction in two years. Since then, volatility has...

Market’s Reaction: Overdone, Rational, or Somewhere in Between?

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As a discounting mechanism, the stock market response to recent events...

The Four Horsemen (Plus One)

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The long bull market in equities ran into stiff resistance on several fronts as we pushed through the first quarter of the new year. We list the following among the most...

Fed Hike, Fiscal Tailwinds, and Trade War

by: ; Amit Soni, CFA

Last week, the Fed hiked interest rates by 25 bps. This was widely expected, but the hawkish tone surprised the market...