Can earnings season thaw 2025’s cold start?

The featured report analyzes the latest economic and market developments, offering insights into inflation, labor markets, and corporate earnings for 2025.  

Key Highlights:
• Economic Data: Strong labor market metrics, including a 4% wage growth rate and robust holiday sales (+3.9% YoY), signal consumer resilience.  
• Inflation Trends: December inflation (core CPI) remained flat at 3.2% YoY, boosting equity and bond markets.  
• Earnings Season: Early S&P 500 reports show strong results, with Q4 EPS growth projected at +11.7%, led by financials and communication services.  

For detailed portfolio strategies and market insights, access the full report.