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Tech, AI and Concentration Risk in US Benchmarks
Markets, Equities, Technology & AI Defoes 5/13/26 Markets, Equities, Technology & AI Defoes 5/13/26

Tech, AI and Concentration Risk in US Benchmarks

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Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS
Markets, Equities, FX & Cross‑asset Defoes 5/13/26 Markets, Equities, FX & Cross‑asset Defoes 5/13/26

Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS

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Rate Cuts, Recession Risk and the S&P 500 Playbook
Markets, Macro & Rates, Equities / S&P 500 Defoes 5/13/26 Markets, Macro & Rates, Equities / S&P 500 Defoes 5/13/26

Rate Cuts, Recession Risk and the S&P 500 Playbook

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U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk?
Markets, Equities, Valuation & Cycles Defoes 5/13/26 Markets, Equities, Valuation & Cycles Defoes 5/13/26

U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk?

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S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds
Markets, Indices & Benchmarks Defoes 5/13/26 Markets, Indices & Benchmarks Defoes 5/13/26

S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds

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How the U.S. Stock Market Really Works in 2026
Markets, US Overview, Indices & Structure Defoes 5/13/26 Markets, US Overview, Indices & Structure Defoes 5/13/26

How the U.S. Stock Market Really Works in 2026

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S&P Grinds Higher as Tech Reclaims Leadership
Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26

S&P Grinds Higher as Tech Reclaims Leadership

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S&P 500’s 2026 Outlook: High Valuations, Profits Must Now Deliver
Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26

S&P 500’s 2026 Outlook: High Valuations, Profits Must Now Deliver

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