Key Takeaways Several major financial institutions have revised their S&P 500 year-end targets for 2025 upwards, reflecting optimism around earnings and macroeconomic stability. Some forecasts still suggest a near-term correction...
Key Takeaways Federal non-defense spending contracted by 11.2% in Q2 2025, subtracting an estimated 0.3 percentage points from GDP growth. Despite this fiscal tightening, GDP still expanded at an annualised...
Key Takeaways Several Midwest cities, including Grand Rapids and Des Moines, outperform national averages in under-35 homeownership, offering relative affordability. Under-35 ownership rates above 20% in select metros contrast sharply...
Key Takeaways Housing affordability is now the leading factor deterring family expansion in the US, contributing to fertility rates remaining below replacement levels. Studies demonstrate a negative correlation between rising...
Key Takeaways 91% of fund managers view US equities as overvalued — the highest consensus since 2001, raising concerns about market sustainability. Despite strong recent rallies, core valuation metrics like...
Key Takeaways Citigroup raised its 2025 S&P 500 target to 6,600, citing resilient corporate earnings and favourable tax dynamics, suggesting a modest 3% upside from the August 2025 close. Earnings...
Key Takeaways Existing home sales in the US have plummeted to historic lows, with June 2025 recording an annualised rate of 3.93 million units—comparable to post-crisis levels of the early...
Key Takeaways Nebius Group posted a 625% year-over-year revenue increase in Q2 2025, surpassing analyst estimates and turning a core EBITDA profit ahead of schedule. The company aims to expand...
Key Takeaways ASML’s revenue for 2030 is projected between €44 billion and €60 billion, driven by AI, data centre, and consumer electronics growth. Despite strong Q2 2025 financial results, stock...
Key Takeaways PayPal reported Q2 2025 revenue of $7.9 billion and non-GAAP EPS of $1.19, both beating expectations. Total Payment Volume rose 11% to $417 billion, while take-rates continued to...
