Trump Threatened New Tariffs on Canada, Mexico, and China 

Over the weekend, President Trump unveiled a new set of tariffs targeting goods imported from Canada, Mexico, and China. The new policy included a 25% tariff on goods comi

With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Ex

What Is DeepSeek? 

The buzz around Chinese artificial intelligence (AI) startup DeepSeek began to stir over the weekend, prompting a “sell now ask questions later” attitude across tech shares on Monday. AI has been a m

Following the second inauguration of President Donald Trump, we decided to conduct a deep-dive analysis of stock market performance under different presidential administrations, hoping to glean some insight on if policy outweighs fundamentals. 

The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield). Does that mean bond investors a

After a slow start out of the gate, stocks are finally starting to make some technical progress this month. Call it a Trump bump or another buy-the-dip-inspired rebound, but the S&P 500 is trading less than 1% away from a record high, as of Janua

Last year, drivers of risk appetite included the much-anticipated rate cuts from the Federal Reserve (Fed) and a robust economy that consistently exceeded expectations. However, while the economy generally surpassed consensus expectations leading up

Earnings season is underway and, thanks to the banks, it’s off to a good start. Currently, consensus estimates are calling for a strong 12% year-over-year increase in S&P 500 earnings per share (EPS) for the fourth quarter of 2024. Steady e

Outsized returns, record highs on nearly a weekly cadence, and low volatility were three major themes of price action in 2024. The S&P 500 posted a total of 57 record highs, marking the fifth-highest number of new highs in a calendar year since 1

Key Takeaways:

• Annual inflation accelerated up to 2.9% in December from higher energy and food prices.
• Stripping out food and energy, core inflation rose 0.2% from a month ago, less than expected and bringing annual core inflation down to 3.2