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Blowout Earnings | Daily Market Update

Blowout Earnings | Daily Market Update

Top Story Blowout earnings With nearly 90% of S&P 500 companies having reported, first quarter earnings are tracking to a remarkable 49% year-over-year increase, more than double the increase as of March 31. S&P 500 revenue is on track to grow 10% year over...

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Revisiting Our Treasury Yield Forecast

Revisiting Our Treasury Yield Forecast

Tuesday, April 6, 2021 Coming into this year, we expected longer-maturity U.S. Treasury yields to rise, consistent with improving economic growth dynamics. That is indeed what we have seen, with the yield on the 10-year Treasury higher by 80 basis points (0.8%)...

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Stocks Love April

Stocks Love April

Wednesday, March 31, 2021   “History doesn’t repeat itself, but it often rhymes.” Mark Twain What more can we say other than few months have been kinder to stocks lately than the month of April. In fact, it was last year that saw the S&P 500 Index gain an...

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