The company’s guidance for the remainder of this year was better than anticipated, convincing Wall Street that its revised business model emphasizing BTO contracts is a winner. Read More
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Oil prices, the May PCE price index, and retail inventories are what I'll be watching closely this week. Read More
If this week’s peace agreement falls through and oil prices surge again, the stock market could take a big hit next week. Read More
This reallocation to our model portfolio is intended to retain most of the big gains recorded by many of our holdings during the first half of this year. Read More
Retail sales in May, the FOMC's monetary policy decision, and how the equal weight version of the S&P 500 Index performs after that rate decision is what I'll watching closely this week. Read More
At this point, the most likely scenario is no change to the FOMC’s policy rate until the data clearly indicate that either the jobs market is weakening or inflation is starting to spiral out of control. Read More
The big jump in core PPI last month is one more reason why new Fed Chair Kevin Warsh will have a hard time selling a rate cut to the FOMC committee members when they meet next week to determine monetary policy. Read More
After a big drop due to a poor fourth quarter in 2025, AECOM is poised to rebound over the second half of this year. Read More
The CPI numbers for May will make it difficult for new Fed Chair Kevin Warsh to persuade his colleague on the FOMC to reduce its policy rate when they meet next week. Read More
How Wall Street reacts to Friday's selloff, along with the CPI and PPI data for May will dictate the stock market's behavior this week. Read More