Forecasters See K-Shaped Growth as Policy Drives Early 2026
Analysts expect expansion, with fiscal tailwinds masking rate- and price-driven strain on lower-income households.
2 min read
Ben Carter
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
ADP Jobs Rebound, Sticky Wages Complicate Fed Cuts Outlook
December added 41,000 private jobs after a revised November decline, while job-changer pay rose 6.6%.
1 min read
46 min read
14 min read
Stocks Near Records as Tariffs Threaten Growth
Equities climbed near highs as investors downplayed inflation risk, but tariffs cloud 2025 growth prospects and energy.
3 min read
Tariffs May Hit Growth More Than Inflation in 2025
Research suggests actual tariff rates trail announced levels, muting price pass-through but worsening growth and unemployment risks.
2 min read
Stocks Near Records as Tariffs Seen as Growth Drag
Softer inflation supports equities, but rising Treasury yields and Venezuelan oil headlines keep policy risks elevated.
2 min read
Energy Stocks Rally on Venezuela Oil Talk
Markets priced rapid Venezuela oil gains, but sanctions, capital needs, and Chevron’s stance suggest years, not months.
5 min read