MarketWatch (August 10)
“The S&P 500’s earnings story is getting stronger and broader, and that’s good news for the stock market — particularly for shares of industrial, financial and technology firms.” With earnings already reported by 80% of S&P 500 constituents, “it is safe to say that this earnings season is on track to be a blowout.” What’s more, “nontech companies are leading tech with a higher margin of earnings outperformance relative to expectations. Nontech companies have topped estimates by about 10%,” while the Magnificent Seven and other tech companies are averaging a 4% beat rate.
Tags: Blowout, Broader, Earnings, Expectations, Financial, Industrial, Nontech, Outperformance, S&P 500, Shares, Stock market, Stronger, Technology
Market Watch (June 30)
“Even Wall Street bulls are worried about a stock-market pullback after dazzling second quarter. The earnings story remains strong, but uncertainty surrounding the path of Fed policy and worries about excessive leverage propping up the market are near the top of the list of concerns”
Tags: Bulls, Concerns, Dazzling, Earnings, Excessive leverage, Fed policy, Pullback, Q2, Stock market, Uncertainty, Wall Street, Worried, Worries
Barron’s (January 8)
“There are few winners in the U.S. stock market from higher tariffs,” but investors are betting and hoping to win if the Supreme Court strikes Trump’s tariffs down. “The Supreme Court may or may not issue a Friday ruling regarding the legality of President Donald Trump’s use of emergency powers to impose tariffs without the approval of Congress. But investors already appear to be betting that the court will strike a blow against the levies.”
Tags: Congress, Emergency powers, Investors, Ruling, Stock market, Supreme Court, Tariffs, Trump, U.S., Winners
Fortune (January 4)
“As the artificial intelligence trade continues to push the stock market to new highs, investors are increasingly asking if we’re living through another financial bubble that’s destined to burst. The answer isn’t so simple” and the increased scrutiny AI is coming under may actually help prevent a crash.
Tags: Artificial intelligence, Crash, Financial bubble, Highs, Investors, Scrutiny, Stock market, Trade
Barron’s (January 2)
“If last year was full of fireworks that ultimately resulted in another big gain for the stock market, 2026 appears set to be a dud. Looking back at 2025, the fact that the S&P 500 index gained 16% feels like a small miracle. The Donald Trump experience has led to wild swings—who can forget the near bear-market in April after the president announced the first iteration of tariffs?” Looking ahead, “we’d expect a relatively flat year, with the S&P 500 finishing down about 2%.”
Tags: 16%, 2%, 2025, 2026, April, Bear market, Big gain, Dud, Fireworks, Flat, S&P 500, Stock market, Tariffs, Trump
MarketWatch (December 3)
“The stock market is at record highs. Unemployment is still extremely low at 4.4%. And incomes have been rising faster than prices for the past few years. So why do Americans say they are miserable? It’s no mystery, of course. The answer is relentless inflation” which at 3% annually, hovers ”well above the Fed’s 2% goal.”
Tags: 3%, Incomes, Miserable, Prices, Record highs, Relentless inflation, Rising, Stock market, Unemployment
Barron’s (November 10)
“The longest government shutdown on record may be nearing its conclusion, and U.S. stocks are likely to claw back a big chunk of last week’s decline.” But end of the shutdown is “a band-aid, not a cure” for markets. “The long, and likely volatile path to reopening the federal government…will only mask the major issues investors are grappling with heading into the final weeks of the trading year, and the stock market could break in either direction once some of those questions are addressed.”
Tags: Band-aid, Cure, Decline, Government, Investors, Longest, Record, Shutdown, Stock market, Stocks, Trading, U.S., Volatile
Washington Post (September 20)
“Although investors cheered the Federal Reserve’s recent rate cut and the stock market has kept powering along, the economy is facing growing headwinds on one crucial front — consumer spending,” which is “faltering.” Even upper income consumers “are being more strategic about when to make big purchases, buying in bulk and shopping at cheaper retailers,” but the “shift is most pronounced among lower-income consumers, who are disproportionately vulnerable to rising prices and other economic pressures eroding their purchasing power.”
Tags: Bulk, Consumer spending, Economic pressures, Economy, Faltering, Fed, Headwinds, Investors, Lower-income, Rate cut, Retailers, Rising prices, Stock market, Upper income, Vulnerable
Barron’s (August 22)
“The stock market snatched victory from the jaws of defeat this past week, thanks to a surprisingly dovish Jerome Powell.” Last week, fear had taken over. “Artificial-intelligence fever had turned into AI flu, causing Nvidia stock to drop for three consecutive days and the rest of the Mag Seven to stumble. Then, Federal Reserve Chair Jerome Powell’s speech at Jackson Hole suggested he was leaning toward a September interest-rate cut, sending stocks roaring back.” A strong earnings report from Nvidia could provide the catalyst to fully bring “those sputtering animal spirits should roar back to life.”
Tags: AI flu, Defeat, Dovish, Earnings report, Fear, Fed, Interest-rate cut, Jackson Hole, Mag Seven, Nvidia, Powell, Stock market, Stumble, Victory
The Guardian (August 4)
“The Swiss stock market has plunged, the cabinet has held crisis talks and the country’s president, Karin Keller-Sutter, has been accused of mishandling a vital phone call with the White House after Donald Trump hit the country with a shock 39% export tariff.” Roughly one-sixth of Switzerland’s exports go to the U.S. and prior to the phone call “negotiators believed they had secured a 10% tariff on exports.” Instead, Switzerland now confronts “one of the steepest US duties – only Laos, Myanmar and Syria had higher figures, at 40-41%.”
Tags: 10%, 39%, Cabinet, Crisis talks, Exports, Keller-Sutter, Laos, Myanmar, Negotiators, Phone call, Plunged, Shock, Stock market, Swiss, Tariff, Trump
