Earnings Season Kicks Into Gear While Tariffs Dominate MarketsWith the policy overhang, earnings guidance will be closely watched during the second busiest week. Markets are likely to be dominated by…

Are Stocks And Yields Signaling Something Sinister?The factors behind the rise in yields during the stock decline early last week are examined. Stock returns following historic one-day gains provide insights.

Tariffs: Are A Recession And Bear Market Inevitable?The announced tariffs were massive, raising the specter of recession. The tariffs’ likely impact and stock behavior during past economic downturns are examined.