As I wait for the September update of the OECD leading indicators, I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. The rebound in equities from the ...

Consumer discretionary stocks are outperforming consumer staples in a risk-on signal for the broader market. The gains in the consumer discretionary sector reflect a solid economy and high consumer ...

Nvidia is the single stock most closely followed and commented upon, especially in its role as the leader of the tech sector. The semiconductor firm, whose AI chips have been a hot item for those ...

Looking at Q1 ’25 earnings trends, the healthcare sector reported a solid quarter, even with UnitedHealth’s issues. Q2 and Q3 ’25 are showing lower or negative revisions, and lower levels of absolute ...