Earnings Growth Is Driving Stock Picks Again
Investors are looking beyond mega-cap tech as earnings growth becomes one of the most important signals for identifying strong stock opportunities.
Investors are looking beyond mega-cap tech as earnings growth becomes one of the most important signals for identifying strong stock opportunities.
U.S. importers may soon begin receiving refunds from Trump-era tariffs, creating a new signal for trade policy, corporate costs, and supply-chain planning.
Rising gas prices are adding pressure to U.S. consumers, turning energy costs into a broader signal for inflation, sentiment, and political risk.
Treasury yields are high enough to make income replacement possible, but the math shows that investors still need a large amount of capital to turn bonds into a paycheck.
Gold moved higher as hopes for a possible U.S.-Iran diplomatic breakthrough, a weaker dollar, and shifting inflation expectations gave investors a new reason to reassess safe-haven assets.