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Jul 3
6m 41s

Market Moves and Fiscal Fireworks

Equity Research (Q2 2025 Earnings)
About this episode
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert context for investors. 
Up next
Jul 7
Economic Data and Q2 Earnings (July 7th-12th)
This episode dives into a pivotal week marked by global trade tensions, minimal economic data, and the upcoming Q2 earnings season. Ray and Mark break down the impact of potential U.S. tariffs, the FOMC minutes, and what investors should watch as S&P 500 companies report. Expect ... Show More
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Jun 28
Nike Q4 Results and Strategic Reset June 26th 2025
Nike’s Q4 and full-year earnings reveal sharp declines and varied performance across regions. Ray and Mark break down the numbers, explore Nike’s new strategies, and discuss key athlete partnerships and product launches shaping the brand’s future. 
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Tariffs, Tensions, and Turbulence
This episode breaks down the economic and market impacts of the One Big Beautiful Bill Act, recent financial market volatility, and the latest inflation data. Join Ray and Mark as they analyze key policy moves, market reactions, and what investors need to know now. 
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