Pantheon’s Ian Shepherdson says tax cuts spurred 4.1% increase, and he thinks future readings will be lower.
Seldom are the 2nd and 3rd quarters good for stocks. But their performance thus far is OK.
Activist investor thinks aggressive short-term rate increases 'heightens' recession risk.
Maybe not. The homebuilding industry has been a shadow of its former self since the recession.
A wide gap between high-yield and 10-year Treasury signals a pending recession, says Natixis’ Lavorgna.
Jerome Powell says Federal Reserve will keep raising them 'for now.'
Half of returns are positive, half negative, for an overall uninspiring performance.
CFRA’s strategist sees slight dip from January-March period, with energy the star.
Delta Investment Management shows how lower IRS tab pumps up profit margins.
Natixis’ Joseph Lavorgna thinks better news on jobs means the Federal Reserve should end the rate hikes.
PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.
Expansion comes amid higher skepticism of cross-border deals.
Jim Paulsen says public optimism is now so high that stocks likely have peaked.
While pay raises are torpid now, expect a surprise at year-end due to tight labor markets, David Levy says.