WEFC | TACO Tuesday, Every Day: Wall Street Bets on Trump’s Tariff Retreats [PDF Download] Wall Street’s latest term is the “TACO” trade — short for “Trump Always Chicken... MacroMicro on Weekly Commentary 2 Jun 2025 Save
[Open Access] NVIDIA Q1 2025 Earnings Report: 5 Key Themes Driving AI's Next Phase NVIDIA has once again captured market attention with its fiscal Q1 2025 earning... Read All MacroMicro on Special Topics 29 May 2025 Save
WEFC | Big & Bold, but Beautiful? [PDF Download] Last week, major global stock indices experienced declines. In addition to rene... MacroMicro on Weekly Commentary 26 May 2025 Save
[Open Access] US Q1 Earnings Analysis: Unlocking Insights with Advanced Data Tools With over 90% of S&P 500 companies now reporting Q1 2025 results, this earni... Read All MacroMicro on Special Topics 22 May 2025 Save
WEFC | When the A-Team Breaks Up [PDF Download] Moody’s downgraded the U.S. credit rating from Aaa to Aa1, citing rising debt,... MacroMicro on Weekly Commentary 19 May 2025 Save
Yardeni Research | Earnings & Valuation Under Trump 2.0 So Far Executive Summary: Even though Q1 earnings were fabulous, most economists, indus... Read All MacroMicro on Yardeni Research 14 May 2025 Save
WEFC | US & China Find Ground in Tariff War - Has the Rubicon Been Crossed? [PDF Download] In a surprising turn, the U.S. and China have reached a preliminary trade agree... MacroMicro on Weekly Commentary 12 May 2025 Save
WEFC | One Hundred Days of Attitude [PDF Download] President Trump’s second term kicked off with record executive orders, legal ba... MacroMicro on Weekly Commentary 5 May 2025 Save
WEFC | The Art of the Fold: When the Trade War Dealing's Done Global markets soared as trade fears faded: the S&P 500 surged 5%, and Indi... MacroMicro on Weekly Commentary 28 Apr 2025 Save
WEFC | All That Glitters Is Indeed Gold [PDF Download] Global markets are on edge as U.S.-China trade tensions escalate, driving seism... MacroMicro on Weekly Commentary 21 Apr 2025 Save
