Markets are rebounding following last Friday’s turbulence as Wall Street looks to Fed rate cuts for enthusiasm ahead of critical economic data later this week.
Monthly Archives: September 2025
15 posts
While investors often look to the Federal Reserve for macroeconomic signals, Walmart’s earnings may offer even more insight. As a barometer of consumer behavior, pricing trends and tariff impacts, Walmart is a must-watch for anyone trying to understand the real-time U.S. economy.
This insight looks at recent Health Care industry underperformance in the context of its performance in the post-Covid period. It explores the idea that US policy uncertainty may be an additional short-term drag on the industry not just in the US but globally as well.