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A 89.4% share of S&P 500 companies with positive forward
earnings growth has coincided with past cyclical peaks. That
broadens the bull, it does not end it. Which sectors stand
to benefit most from the rotation?
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00:01 - 21/08/26
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The 10-year Treasury yield is holding near 4.50% — right in
the middle of what we call the old normal range of
4.00%-5.00%. Is this consolidation a floor, a ceiling, or
simply equilibrium?
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No wage-price spiral this time.
Unit labor cost inflation has cooled to 0.5% y/y as of
Q1-2026, a stark contrast to the previous inflation episode.
Productivity growth deserves much of the credit. How durable
is this trend?
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U.S. interest payments are now 3.3% of GDP, the highest
level in history
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Uranium hits highest price since February
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