Newsletter writers are the most bullish since late 2024
"The bond market is 'bracing' for a significant uptick in volatility"
"Consumers expect their seasonal spending to decline on average by 5% from 2024 — the first notable drop since 2020"
"2025 in Two Charts"
Analysts have increased EPS estimates for Q3 over July and August. Typically, they lower estimates over the first two months of a quarter.
"The baton is being passed to the S&P 493"