Posted inMarket Commentary

The Week Ahead: Week of 4/21-4/25

The upcoming trading week begins under an unusual calm, with little noise from the Trump administration over the weekend—a notable shift from the barrage of trade-related developments in recent weeks.…
Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…
Posted inEarnings Update

Earnings: Costco Wholesale FY25 Q2

Costco Wholesale (NASDAQ:COST) delivered a mixed Q2 FY2025, with a slight revenue beat but a minor EPS miss. While no formal guidance was provided, the company shared February sales numbers…
Posted inMarket Commentary

Retrospective: Week of 3/10-3/14

Macro Events & News The market endured another challenging week as the trade war continued to escalate. China responded with retaliatory tariffs on approximately $22 billion worth of U.S. goods,…