Better Days (for Earnings)

Published on October 30, 2025

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

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Tariffs and Trade Winds

October 30, 2025
Two weeks ago, the International Monetary Fund (IMF) issued an updated World Economic Outlook. In it, the IMF edged up its global growth forecast for 2025, suggesting that U.S. tariffs haven’t turned out to be as damaging as the Fund anticipated in April.

September CPI: Better Than Expected Doesn't Mean Good

October 30, 2025
The headline annual CPI came in at 3 percent, according to BLS data. That was up from 2.9 percent in August and 2.7 percent in July. It was the highest print since January, and up from a low of 2.4 percent in March.