Summary Another super-sized 75 bps rate hike at next week’s FOMC meetings seems all but assured. Employment growth has been robust over the past two months, averaging 421K new jobs in July and August. Headline inflation has been relatively tame over the same period, but falling gasoline prices have accounted for the bulk of the […]
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Eli Lilly has spent the last decade transforming from a reliable but unremarkable dividend payer into one of the most talked-about stocks on Wall Street. Its obesity and diabetes franchise, built around tirzepatide, the active Read more…
War headlines have a way of making every portfolio feel fragile. For three straight weeks, the Iran conflict did exactly that. It sent oil prices soaring roughly 40% since the first U.S.-Israeli strikes on February Read more…