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Economic Indicators

Inflation Interest Rates Investor Sentiment Federal Reserve Stock Performance Oil Prices S&P 500 Market Performance Consumer Spending Treasury Yields

ICE Data Shows Calendar-Driven May Delinquency Bump as Serious Borrower Distress Rises

Rising long-term delinquencies and a six-year high in foreclosure inventory signal larger loss-mitigation workloads for servicers.

AI Capital Spending Powers Columbia Threadneedle’s Q1 Tech Outperformance

Fiserv Promotes Takis Georgakopoulos to CEO as Mike Lyons Leaves for Truist

London Company Letters Show Large‑Cap Outperformance and Small‑Mid Slump After Iran Shock

Costco Posts Blowout Fiscal Q3 as May Sales Accelerate

Compass Raises Nearly R$3.2 Billion in B3’s First IPO in Almost Five Years

Mastercard Q1 Beat Spurs Modest Target Changes as Cross-Border Travel Cools

Las Vegas Sands Tops Q1 Estimates as Stock Falls on Weak Macao Margins

Rewey Asset Management Tops Q1 Benchmark on Ultra Clean Surge, Initiates DNOW

Stocks Rally as Iran Says Strait of Hormuz Fully Reopens, Oil Sinks

BNY Mellon Raises 2026 Outlook After Record Q1 Revenue and Profit

ClearBridge Mid Cap Trails in Q1 as AI Fears Hit Health Care

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

UnitedHealth Gets Upgrade as Analysts Bet on Optum Margin Rebound

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

DAX Slips As Oil Stays High And Trump Extends Iran Ultimatum

Madison Small Cap Fund Cuts Western Alliance, Adds GitLab, Viavi, Mirion and AAON in Q4 Repositioning

Madison Mid Cap Fund Details Q4 Repositioning, Sells Microchip on Valuation Recovery

Aristotle Flags Guardant Health as Key Q4 Contributor on Strong Results, Acquisition News