With that in mind, consider the chart below, showing the past three years of real year-on-year US GDP growth versus the yield on 10-year inflation-protected US Treasuries (TIPS). As the chart shows, ...
Housing inventory growth slowed to 13.54% year over year, down from over 30% earlier in 2025, as new listings and sales patterns changed. Mortgage rates and spreads also influenced market dynamics. AI ...
2026 is expected to see +14% S&P 500 EPS growth. 2025 was on track for 9% growth as recently as 5 months ago. Even with Broadcom and Oracle's earnings reports last week (noting the stock reaction), ...
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