by arleneadmin | Jan 26, 2026 | Research, Weekly Market Commentary
Printer Friendly Version Productivity growth is the key mechanism that allows the U.S. economy to expand above its long‑run trend without reigniting inflation. Recent data show U.S. nonfarm business productivity rising 4.9% in Q3 2025, a surge strong enough to counter...
by arleneadmin | Jan 12, 2026 | Research, Weekly Market Commentary
Printer Friendly Version Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will come from some big names, including JPMorgan Chase (JPM) on Tuesday; Bank of America (BAC),...
by arleneadmin | Jan 5, 2026 | Research, Weekly Market Commentary
Printer Friendly Version With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our...
