Podcast Episodes
Back to SearchBig beautiful sales beats should accelerate profit growth
Episode 149
Rev beats bode well but may not lead to big index gains
The percentage of companies beating on earnings and revenues this season is higher than average and the percentage beating on sales is the high…
Published on 3 months ago
US dollar slide sustains the Emerging Markets ride
Episode 148
Could be in the early stages of a re-weighting into EM
Emerging Market (EM) equities have outperformed the S&P 500 so far this year. The weaker US dollar has furnished a number of positives for EM as…
Published on 3 months, 2 weeks ago
NATO, Golden Dome among the positive thrusts for US defense
Episode 147
Several positives for US defense but FY26 a tough comp
Defense spending growth in the US and Europe is accelerating. The shift is particularly acute in Europe, where NATO allies had been spending bet…
Published on 3 months, 3 weeks ago
Steady Fed, rising inflation, limited catalysts for market upside
Episode 146
Limited near-term catalysts for market upside
The US Equity Strategy team recently raised its S&P 500 target but the target implies little to no upside between now and year-end as the team sees few p…
Published on 3 months, 3 weeks ago