"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"
"When banks are leading, the trend is your friend"
"The mortgage spread has dropped to a 3-year low. That's good news for homebuyers and refinancers"
