US consumers back in focus as retailers get earnings ready

US consumers back in focus as retailers get earnings ready

Wall Street will get a close look at how American consumers are faring in the early days of President Donald Trump’s tariff regime when the biggest US retailers like Walmart Inc and Target Corp report earnings next week. Consumer spending accounts for roughly two-thirds of America’s gross domestic product. Over the past few years, its … Read more

Caught short strategists are a stealth stock market accelerant

Caught short strategists are a stealth stock market accelerant

By Lu Wang and Claire Ballentine With bond yields jumping and inflation expectations surging, this would seem like a strange time for optimism to break out among Wall Street’s equities handicappers. But that’s exactly what it has done. And the reasons offer a lens into what kept the stock market’s worst three-day decline since October … Read more