As I wait for the September update of the OECD leading indicators, I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. The rebound in equities from the ...

Nvidia is the single stock most closely followed and commented upon, especially in its role as the leader of the tech sector. The semiconductor firm, whose AI chips have been a hot item for those ...

Looking at Q1 ’25 earnings trends, the healthcare sector reported a solid quarter, even with UnitedHealth’s issues. Q2 and Q3 ’25 are showing lower or negative revisions, and lower levels of absolute ...

My colleague Bella Albrecht’s recent article on the strength of industrials stocks in 2025 got me thinking about sector leadership in the US market. Earlier this year, I wrote about the rise, fall, ...