Alphabet Sets a Positive Tone Ahead of Mega Tech Earnings Results this Week

Published on April 29, 2025

Peak earnings season kicks off this week, with 7,600 companies, or 70% of our equity universe expected to report over the next three weeks.

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Challenges to Fed Independence

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Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.

The Trials and Tribulations of Trade

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American leaders are now engaged in an effort to reverse the loss of manufacturing. The hope is to restore a path to prosperity for struggling regions and their residents. Tariffs are being employed liberally as a means to this end.