Fresh off a market bounce that was partly sparked by better-thanfeared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. While we think the bulk of market risks are in the rearview mirror, it may take more time to reveal whether the economic and earnings vulnerabilities have been fully incorporated into stock prices.

The trajectory of inflation in the coming months will have major implications for equities, in our view, but exactly what that trajectory will be remains unclear. We look for catalysts that could spark a new move higher for markets, or signal the approach of a recession.

Accelerating the development of the electric vehicle (EV) public charging network is key to reducing hesitancy around electric cars and driving widespread adoption of EVs. We explore the budding EV charging ecosystem and the industries looking to tap into the growth potential of this nascent market.

Our most reliable leading indicator of U.S. recession is threatening to go negative. Through the end of last week, the 1-year Treasury yield was below the 10-year yield, but the spread had narrowed, which prompted us to change this indicator to yellow from green. This week, the 1-year yield has moved above the longer-term yield; on July 13 the curve inverted by 27 basis points.