RESEARCH
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Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.
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Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.
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U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.
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