The Earnings Party Hits a Wall: Strong Q2 Profits Can't Overcome Macro Fears

Published on August 6, 2025

Another week of stellar earnings led to the S&P 500 and Nasdaq Composite hitting record levels by Thursday, but what a difference a day makes.

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Stay Long Tech and Growth

August 6, 2025
In this article, Russ Koesterich discusses resiliency in the tech sector and why he believes adding further to core positions in the space is justified.

QuantStreet August 2025 Letter: Cracks Starting to Show

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Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.