Blog by Cullen
The BBB and a Potential 2-Speed Economy: What Does It Mean for the Economy and Stocks?
14.06.25 06:28 PM - Comment(s)
The BBB bill fuels a two-speed economy—boosting Wall Street while straining Main Street. Discover winners, risks, and smart investor moves in this high-impact macro breakdown trusted by top strategists.
The BBB and a Potential 2-Speed Economy: What Does It Mean for the Economy and Stocks?
10.06.25 10:31 AM - Comment(s)
Calisade is an investment research firm that offers bespoke investment research to institutional clients. It also delivers weekly insights to the retail market via its Calisade Digests. Calisade focuses on creating alpha through robust macro, fundamental, technical, and sentiment research.
How Does the House Version of the “Big Beautiful Bill” Rewrite the U.S. Economic Playbook?
06.06.25 06:26 PM - Comment(s)
The Big Beautiful Bill reshapes U.S. fiscal policy with major tax cuts, defense boosts, and social spending cuts, driving inflation risks, market shifts, and sector winners in energy, defense, and finance.
What's the state of the market - June 1, 2025
02.06.25 05:19 PM - Comment(s)
Calisade Capital is an asset management firm that delivers institutional advisory services and weekly insights to the retail market via its Calisade Digests. Calisade focuses on creating alpha through robust macro, fundamental, technical, and sentiment research.
What happened today with the markets?
09.04.25 08:54 PM - Comment(s)
Trump’s 90-day tariff cut to 10% eased market fears and sparked a rally, calming Treasury concerns. But rising tariffs on China signal escalating tensions, posing hidden risks to China-exposed stocks despite broad market optimism.
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