Market Update

Market Commentary Blog

  •  View from the Observation Deck   Today's charts are intended to give investors a visual perspective on historical and estimated earnings performance for the S&P 500 Index (“LargeCap Index”), the […]
  •  View from the Observation Deck We update this post on an ongoing basis to provide investors with insight regarding the earnings climate of the S&P 500 Index (“Index”). While quarterly […]
  •  View from the Observation Deck Today’s post provides an update to 2025 and 2026 earnings and revenue growth rate estimates for the S&P 500 Index (“Index”) and each of its […]
  •  View from the Observation Deck Today’s table reveals the trend in global government bond yields over the trailing 12-months ended 11/3/25. Policy rate reductions, which began in 2024, have persisted […]
  •  View from the Observation Deck For today’s post, we compare the delinquency rate on consumer loans issued by all U.S. commercial banks (“consumer delinquency rate”) to the price of the […]

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