“On the eve of recessions in 1990, 2001, and 2007, many Wall Street economists proclaimed the U.S. was on the cusp of achieving a soft landing, in which interest-rate increases corralled inflation ...

Macro trading strategies utilized for decades by hedge funds have swung back into favor in the last year and look to be here to stay, given the change in central bank policies that are likely to ...

On this episode of The Long View, Mike Pyle, managing director and deputy head of the Portfolio Management Group at BlackRock, who also held economic policy roles in both the Obama and Biden ...

It’s been a tough year for risk assets across the board, and it’s fair to blame the macroeconomic situation. A combination of factors has ignited a surge of inflation in developed economies and forced ...

Billionaire investor Paul Tudor Jones said the economic environment is “precariously perched from a macro standpoint” after US President Donald Trump kicked off a global trade war, announcing tariffs ...

We are raising our fair value estimate to $225 from $200 for wide-moat Palo Alto Networks PANW stock after the firm reported yet another stellar quarter with strong top- and bottom-line results.

LTL carriers report lower tons and shipments per day due to weakness in the manufacturing and housing sectors. ArcBest shows growth by adding accounts and raising prices, offsetting some market ...

I maintain a hold rating on Ross Stores stock due to a challenging consumer spending environment impacting near-term growth. Despite solid 4Q24 results, including EPS of $1.79 and 3% CSS growth, the ...

I downgrade CCS from buy to hold due to a changing macro environment and the stock reaching my target price. Century Communities reported strong 3Q24 earnings with $1.137 billion in revenue and $2.59 ...