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December 7: This Week’s Thematic Reads

BY TEMATICA
If you missed out on this week's signals, we've got you covered Read more →

Thoughts from the Divide: Which Way Is Up?

BY JON WEBB
Trying to understand the Global Economic Impacts of Trump’s Second Term. So far, he has signed more executive orders on his first day than the last ten presidents combined. As of this writing in the middle of the Friday trading day, US markets initially seem impressed, with the S&P reaching an all-time high earlier this week and the Nasdaq 100 and Solactive 200 both higher. There is a bit of pullback today, but we are higher for the week overall. And US markets aren’t alone, Japanese and European equities have had their best performance this year. Maybe Japan and Europe aren’t going to be affected by the Trump tariffs? Last time we looked, they made a whole lot of automobiles, but what do we know? Read more →

C8 Weekly Bulletin: Can US Earnings Rebound as Forecast

BY SCOTT DOUGLASS
We follow-up from last week’s piece by IVI Capital on US debt dynamics, with an… Read more →
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