The Fed’s cutting while the economy’s growing: Buy more stocks, hold less cash, this bank says

They say they like risky assets, but also recommend broadening portfolios. The two big shifts — more stocks, less cash. They bring their recommended global asset allocation to stocks to 50% from 44%, ... Read More

Major bank raises red flag on US economy — warns of 93% chance of recession based on ‘hard data.’ Here are 5 crucial money moves you need to make now

Recently, global investment bank UBS announced that, after crunching some “hard data” from between May and July 2025, there’s a 93% chance of the U.S. entering a recession this year [1]. Read More

What Bank Earnings Say About the Health of the Economy

All of the big four U.S. banks have reported earnings, giving us greater insight into the overall health of the U.S. banking industry. While many have been worried about an imminent recession and a ... Read More

4 big takeaways from earnings season as Wall Street digests surprisingly resilient corporate results

The S&P 500 looks on track to have the strongest earnings season since the third quarter of 2021. 82% of S&P 500 firms that have reported earnings so far have beat expectations, according to FactSet. Read More

Jamie Dimon and other Wall Street titans say the US economy is strong for now, but warn about the future

Second-quarter earnings season kicked off early Friday with a slew of strong financial earnings reports from the biggest banks. The results and guidance from banking executives helps set the tone on ... Read More

What Bank Earnings Can Tell Us About U.S. Economic Growth

MARTIN BACCARDAX: The bank earnings will give us absolutely the clearest visibility with respect to U.S. economic growth from any of the companies that we're likely to hear from over this quarterly ... Read More

Big bank earnings ‘are not good numbers’ for the economy, chief strategist warns

Reacting to a mixed bag of big bank earnings reports and futures sliding down slightly, Odeon Capital Group chief financial strategist Dick Bove argued people are paying attention to the wrong numbers ... Read More

Economy to grow 5%, UBS says

Taiwan’s economy could expand by as much as 5 percent this year, fueled by its technology manufacturing edge amid a global artificial intelligence (AI) boom, while tariff exemptions on semiconductor ... Read More