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Economic Indicators

Inflation Interest Rates Investor Sentiment Federal Reserve Stock Performance S&P 500 Market Performance Consumer Behavior Oil Prices Tariffs

Mastercard Q1 Beat Spurs Modest Target Changes as Cross-Border Travel Cools

Analysts keep positive ratings, citing diversification beyond travel.

Las Vegas Sands Tops Q1 Estimates as Stock Falls on Weak Macao Margins

Rewey Asset Management Tops Q1 Benchmark on Ultra Clean Surge, Initiates DNOW

Stocks Rally as Iran Says Strait of Hormuz Fully Reopens, Oil Sinks

BNY Mellon Raises 2026 Outlook After Record Q1 Revenue and Profit

ClearBridge Mid Cap Trails in Q1 as AI Fears Hit Health Care

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

UnitedHealth Gets Upgrade as Analysts Bet on Optum Margin Rebound

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

DAX Slips As Oil Stays High And Trump Extends Iran Ultimatum

Madison Small Cap Fund Cuts Western Alliance, Adds GitLab, Viavi, Mirion and AAON in Q4 Repositioning

Madison Mid Cap Fund Details Q4 Repositioning, Sells Microchip on Valuation Recovery

Aristotle Flags Guardant Health as Key Q4 Contributor on Strong Results, Acquisition News

Mexico Stocks Slip as Coca‑Cola Femsa Drops While U.S. Shares Rebound on Softer Inflation

Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

UniCredit Posts €10.6 Billion Profit, Unveils ‘Unlimited’ Plan Pledging €30 Billion to Investors Over Three Years

Markets Stabilize After Tech Selloff as Europe Opens Higher

Hardman Johnston’s Q4 2025 Letter Outlines Portfolio Rebalance After Slight Underperformance

Wall Street Ends Mixed as Intel Plunge Caps Volatile Week