According to data compiled by Bloomberg Intelligence, analysts have cut their estimates for first-quarter S&P 500 earnings-per-share growth to 6.9% from 11.4% at the start of the year. See, US Profit ...

Buying assets with high loan-to-value ratios tends to magnify price cycles up and down. Leveraging assets like principal residences to get downpayments for other assets leads to a daisy chain of woe ...

Some worthwhile macro observations in this discussion. DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on April 3, the day after President Donald Trump’s reciprocal tariff announcement, ...

Market consensus pegs a 58% probability that the Bank of Canada will hold its overnight rate at 2.75% tomorrow, with a 42% chance of a 25-bp cut to 2.50%. This morning’s milder-than-expected Canadian ...

We receive a pretty steady stream of inquiries each year from people who hear Danielle speak, read her writings, find their way to this blog and then wonder if we offer asset management services. The ...

The trouble is that America is the most consumption-driven economy in the world. While Americans make up just 4.2% of the ...