Strong earnings don’t always lead to higher stock prices. This earnings season is highlighting an important reality: expectations matter just as much as fundamentals. Dive deeper into this week’s market trends with Andrew N. Davis, CFA.
June inflation data showed continued progress, the Fed has greater flexibility to remain patient, and early earnings from major banks reflected strength across businesses and consumers. Watch the full commentary from Andrew N. Davis, CFA to learn more.
The distinction between a good economy and a good market is an important one for investors. Watch the full commentary from Andrew N. Davis, CFA, for perspective on earnings expectations, market leadership, and the outlook for long-term investors.
In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to investors. Watch the full commentary from Andrew N. Davis, CFA®.
One economy, two stories. Manufacturing is improving and the labor market remains steady, while housing and business sentiment continue to feel the strain of higher rates. For investors, the picture is mixed but still constructive. Watch the full commentary from Andrew N. Davis, CFA.
The labor market remains resilient, corporate profits remain stable, and inflation has proven sufficiently persistent to warrant a patient, measured approach. Andrew N. Davis, CFA, unpacks what the Fed’s forward guidance means for portfolios in the latest edition of Two the Point.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss earnings power fueling market momentum.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss tariffs, trade wars, and market resilience.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss AI Disruption and Market Resilience.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a potential soft landing in 2025.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a soft landing in 2025.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss balancing growth and opportunity.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the 2025 Federal Reserve Outlook.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the factors that could shape the markets and economy in 2025.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss surging optimism and continued strength in consumer spending.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss jobs, JOLTS, and the Holiday Hustle.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the market and momentum in 2024.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed’s balancing act.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed, profits, and the 2025 Outlook.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss election aftermath.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss polls, policies and prices.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the strength of U.S. households and manageable inflation.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss a stronger U.S. economy.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
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