by Clearview Wealth Solutions | Nov 4, 2025 | Recent Commentary
We are in the heart of earnings season, and it has been an excellent one. About 64% of S&P 500 companies have reported so far. The latest forecast for the quarter is 10.7% EPS growth, about 5.3% above initial estimates going into the quarter – or about double the...
by Clearview Wealth Solutions | Oct 21, 2025 | Monthly Updates
There is an interesting dynamic playing out as we start Q3 earnings season. While investor expectations for the quarter may be high, analyst expectations are on the low side. Stocks have historically rallied during earnings season, but when analyst sentiment is...
by Clearview Wealth Solutions | Oct 1, 2025 | Recent Commentary
The U.S. economy is growing above trend. Last Thursday’s third release of Q2 2025 GDP was revised up from 3.29% to 3.84% with upward revisions to consumer spending on services, business fixed investment, and state/local government outlays. Fears over consumer...
by Clearview Wealth Solutions | Sep 16, 2025 | Monthly Updates
Many professional investors think the bond market is a better forecaster of future economic strength than the stock market. What is the bond market currently telling us? One bond market indicator, credit spreads, is signaling the coast is clear and current labor...
by Clearview Wealth Solutions | Sep 11, 2025 | Recent Commentary
So much for the normal summer doldrums this year. The S&P 500 stock index rose almost 10% in the June – August period, and is now up 9.8% through the end of August. The rally in August was a textbook example of what the bulls want to see. Cyclicals led the way,...
