Corporate executives have curbed spending on new equipment while buying back more than $1 trillion of stock. The dynamic is holding back the economy, a Wells Fargo strategist says.
Most airlines are flat, give or take 3-4%. The truckers are terrible.
Here are Tuesday's top research calls, including new coverage of recent IPOs Cloudera and Carvana, as well as new analyst coverage of Domino's Pizza and an upgrade of McKesson.
The Fed is data dependent. In the context of weak inflation and retail sales, it bears repeating.