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First Quarter Earnings: Sharpening Sector Divergence

Empire State Manufacturing Survey: Highest Level In Four Years

Iran Conflict And Energy Markets: The Initial Response From Active Managers

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Concerns Shift From Obsolescence To Oil

Q4 2025 Earnings: AI Disruption Vs. Traditional Fundamentals

The Odd Couple Of 2026: Cyclicals And Defensives

Q1 Active Management Pulse: Positioning Broadens Beyond AI Leaders

Risk Assets: Navigating The Crosscurrents

This Week's Market Wrap: Mega-Cap Earnings, Inflation Data, And AI-Driven Spending

PMI Continues To Be Made Irrelevant By Reality

Osterweis Capital Management Q1 2026 Equity Outlook