Zacks Investment Management

A rate cut in September is pretty much guaranteed. The bigger story is how the Fed balances cushioning a softening job market without reigniting inflation.

Rising bond yields, efficiency-driven profits, and a looming Supreme Court case are shaping the market outlook.

Strong earnings, cautious investment trends, and concentrated leadership shape the outlook.

A second revision to the U.S. GDP headline number for Q2 shows the economy grew faster than initially reported. But a closer look shows that, while resilient, the economy is not booming.

Businesses investing more amid uncertainty, trade talks with China resume but tensions remain, fears of AI enterprise software disruption are overstated.