Markets are all zen despite the purple haze of fiscal policy uncertainty still looming large for 1 reason: it’s earnings season! A summary of my great convo w/Nathan Hager on Bloomberg Radio Daybreak this am in one meme! 😆 Michael Barr

Q2 EPS season kicked off last week w/~12% of $SPY co’s reporting. 🚀 Given the strong upside surprises so far, blended growth of 5.6% is +70bps vs expectations. 🔥 Will this trend continue?! Stay tuned and be sure to check out our PNC Bank Weekly Market Watch!👇🏻

Contrary to popular opinion, gold is NOT the best hedge against inflation! Special thanks to the Delaware State Chamber of Commerce for featuring our analysis on what is a better hedge…in their latest issue of Delaware Business Magazine!! 😉🥇issuu.com/destatechamber…

Really excited to bring this partnership to life and innovate the path forward together with the Coinbase 🛡️ team. Wen lambo Brian Armstrong?! 🤝 😊

2025 sure has felt like a “crazy train” (RIP Ozzy Osbourne 💔), but in June a trifecta of themes took center stage driving markets to new all-time highs. Our latest PNC Bank Global Market Snapshot is out!👇🏻 pnc.com/insights/corpo…

What worked ✅ and what didn't ❌ in 2Q25?! From EM equities to HY bonds, read our breakdown on which asset classes led/lagged & our outlook 🔮 for each moving forward. ⬇️ pnc.com/insights/corpo…

Thanks so much to all who joined our recent PNC Bank Mid-Year Investment & Economic Webinar: Tariff Twists and Market Turns! Lou Cestello, Gus Faucher & I were joined by our new Chief Investment Strategist Yung-Yu Ma, Ph.D. - we chatted about all things tariffs, markets & the

Santa might be on summer vacation, but Amanda Agati is talking CPI in July 🎄🎁 and doing a pulse check on the predicted cost of True Love in 2025. Will the markets make the “nice” list this year? Watch to learn more.

The purple haze of fiscal policy uncertainty has created market confusion all year, but there’s more than meets the eye. 👁️ Thanks for catching up with me Rafael Nam & NPR! npr.org/2025/07/27/nx-…

~34% of $SPY co’s have reported📝 Q2 EPS w/growth rate improving again last week. +150bps ahead of where we started Q2. Big week ahead w/160 more data points, including some Mag7. Check out our PNC Bank Weekly Market Watch!👇🏻pnc.com/insights/corpo…

2Q was quite a roller coaster 🎢 ride for markets... Check out the latest from sean rhoderick & the PNC Bank Capital Advisors team to learn how fiscal and monetary policy impacted fixed income markets. 🏦💸 pnccapitaladvisors.com/insights/a-69/…

It wasn’t exactly a “when doves cry” moment, but today removed at least some of the “purple haze” of policy uncertainty in that the Fed is still leaning dovish aka toward rate cuts. Great catching up w/Nathan Hager on Bloomberg Radio Daybreak on FOMC day!

We are psyched too! 🫶🏻

Last week, blended EPS growth rose 390bps to a monster 10.3%! Mag7 co’s back in the driver’s seat w/all hitting home runs and confirming the AI cycle is just getting going! Check out our PNC Bank Weekly Market Watch!👇🏻 pnc.com/insights/corpo…

Thanks so much for having me back on the show Chuck Jaffe!! 🙌🏻 👾 📈

As Q2 EPS reporting comes to an end, $SPY blended growth is settling in at ~11.8%, exceptionally strong esp considering the “way too low/negative revisions bar” of 4.9% set at the start of earnings season. Check out our PNC Bank Weekly Market Watch!👇🏻 pnc.com/insights/corpo…