RESEARCH & INSIGHTS

8 SepAugust 2025 Cartoon: A Curious Balance

August 2025 Cartoon: A Curious Balance

5 SepCOTW: Revisions On Revisions

June's data was significantly downgraded from an initial gain of 1470,000, to a gain of 14,000 jobs, and finally to a loss of 13,000. This

21 AugCOTW: 5 Myths About AI at the Firm Level

An MIT study found five myths about generative AI at the firm level.

5 AugJuly 2025 Cartoon: Summer Breeze

July 2025 Cartoon: Summer Breeze

29 JulCOTW: Mag 7 Earnings

The Magnificent Seven companies—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla—continue to show strong earnings growth and remain a top contributor to the S&P 500’s

17 JulCOTW: Tariff Revenue

The Trump administration’s trade policy in 2025 has been defined by broad, aggressive tariffs and ongoing negotiations with key trading partners.

10 JulCOTW: Treasury Issuance

On June 30, Treasury Secretary Bessent remarked that it wouldn’t make sense to increase long-term debt issuance at current high yields. Instead, the government will

5 JulJune 2025 Cartoon: Fireworks

June 2025 Cartoon: Fireworks

18 JunCOTW: Stock Market Seasonals

The Presidential Election Cycle is a theory first published by Yale Hirsch in the Stock Trader’s Almanac which suggests that there is a correlation between

5 JunMay 2025 Cartoon: Calm Amid Chaos

May 2025 Cartoon: Calm Amid Chaos

19 MayCOTW: Inflation Trends

Headline inflation rose 2.3% year-over-year in April—the smallest increase since February 2021, before the inflation surge began. Core inflation increased by 2.8% year-over-year.

5 MayCOTW: Trade Wars

It has been just over a month since President Trump’s ‘Liberation Day’ where he announced sweeping reciprocal tariffs. While many countries have already engaged with

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