What's Next For Markets

19x forward earnings, and cheaper for a reason, Piper Sandler's strategist finds

7 takeaways: why the multiple rather than earnings decides the rest of the year, what falling hyperscaler cash flow did to the Mag 7's rating, and the…

2 hrs ago • The Scuttlebutt

Anna Andreeva: the promiscuous consumer, and Lululemon as the playbook not to follow | What's Next For Markets

Why the sneaker trade turned toxic, why Amer Sports is starving Salomon's distribution to hold full price, and where the tariff refunds are actually…

Aug 31 • The Scuttlebutt

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