July 22, 2021 ETF Strategist Channel NBER Marks Recession at 2 Months, Hiring Struggles Continue Despite Millions Out of Work, Covid Factor Might Affect 10-Year Yield Recovery July 15, 2021 ETF Strategist Channel A Game of Tug of War: Demand-Driven Economics May Lead to a New Economic Regime July 8, 2021 ETF Strategist Channel Approaching Normalization, JP Morgan Looks Ahead at Equity Returns, and Energy Extends the Commodities Rally June 24, 2021 ETF Strategist Channel Climbing Prices, Generational Shifts, and Some Perspective on Fixed Income June 9, 2021 ETF Strategist Channel New Records from the Labor Market, Climbing Consumer Prices, and a Big Week for Bitcoin May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
July 15, 2021 ETF Strategist Channel A Game of Tug of War: Demand-Driven Economics May Lead to a New Economic Regime July 8, 2021 ETF Strategist Channel Approaching Normalization, JP Morgan Looks Ahead at Equity Returns, and Energy Extends the Commodities Rally June 24, 2021 ETF Strategist Channel Climbing Prices, Generational Shifts, and Some Perspective on Fixed Income June 9, 2021 ETF Strategist Channel New Records from the Labor Market, Climbing Consumer Prices, and a Big Week for Bitcoin May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
July 8, 2021 ETF Strategist Channel Approaching Normalization, JP Morgan Looks Ahead at Equity Returns, and Energy Extends the Commodities Rally June 24, 2021 ETF Strategist Channel Climbing Prices, Generational Shifts, and Some Perspective on Fixed Income June 9, 2021 ETF Strategist Channel New Records from the Labor Market, Climbing Consumer Prices, and a Big Week for Bitcoin May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
June 24, 2021 ETF Strategist Channel Climbing Prices, Generational Shifts, and Some Perspective on Fixed Income June 9, 2021 ETF Strategist Channel New Records from the Labor Market, Climbing Consumer Prices, and a Big Week for Bitcoin May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
June 9, 2021 ETF Strategist Channel New Records from the Labor Market, Climbing Consumer Prices, and a Big Week for Bitcoin May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
May 27, 2021 ETF Strategist Channel Pricing Pressures, Inflation Indicators, and Crypto Concerns April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
April 29, 2021 ETF Strategist Channel Inflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining Perspective April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
April 14, 2021 ETF Strategist Channel BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
April 1, 2021 ETF Strategist Channel The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
March 17, 2021 ETF Strategist Channel Retail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67% March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
March 4, 2021 ETF Strategist Channel Manufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s Recovery January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
January 18, 2021 ETF Strategist Channel BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
December 28, 2020 ETF Strategist Channel The Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To… October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
October 16, 2020 ETF Strategist Channel Inflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak? October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
October 15, 2020 ETF Strategist Channel BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead! August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
August 14, 2020 ETF Strategist Channel How Should Investors Think About the Upcoming Election’s Impact on the Stock Market? August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next X
August 6, 2020 ETF Strategist Channel Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next
August 3, 2020 ETF Strategist Channel The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger 12Next