Earnings Breadth

Earnings Breadth

  This week’s indicator looks at the percentage of U.S. companies beating earnings expectations—or what is commonly called the “beat rate” on Wall Street. The key insight of the indicator is that when more companies beat earnings expectations in a quarter, it...
Take It Slow

Take It Slow

Stocks continued to hit new all-time highs last week. In this week’s commentary, we discuss some of the factors driving the market higher, including why a “slower” Fed is a better Fed when it comes to its rate-cutting ambitions.

Top Dog

Top Dog

  This week’s chart shows the top 10 countries in the world ranked by nominal GDP or economic growth. As you can see, the U.S. continues to dominate the rest of the world—and by a pretty wide margin. According to the latest IMF World Economic Outlook report, the...