Published June 18, 2026
Below we offer a brief of Delta Research’s review of the economy and markets at mid-year. We have noted many of these themes in recent weeks as the stock market bulls have consistently fought off bearish uncertainty to drive stock prices higher. (more…)
Published August 8, 2025
Our friends at Delta Research posted an amazing chart this week showing that huge AI spending by companies has contributed more to economic growth this quarter than falling consumer spending. We wouldn’t expect that to be sustainable. The question is whether consumer spending rebounds or not. (more…)