Blog categorized as Market Commentary
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 Is the Impact of Moody’s Credit Downgrade on the U.S. Economy and You?
28.05.25 03:04 PM - Comment(s)
In May 2025, Moody’s downgraded the U.S. long-term credit rating from Aaa to Aa1, the first time in over a century the country lacks a top-tier rating from all three major agencies. The downgrade cites soaring federal debt exceeding $36 trillion, over $1 trillion in annual interest payments, and per...
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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