News & insights

Nobska Capital’s Tim Ghriskey weighs in on the uncertainty in the markets and the focus on several months of data as 3rd quarter earnings season tails off.

September 2025: US economy added far more jobs than expected in March.

The S&P 500 benchmark U.S. stock index will end 2025 just below current near-record levels, reflecting tempered optimism amid ongoing concerns over the economic impact of President Donald Trump's global tariffs and uncertainty surrounding Federal Reserve rate cuts, according to a new Reuters poll.

August 3, 2025: "The first quarter was a bit more mixed and you had some questionable economic data ... which I think gave the market some pause," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York."

May 29, 2025: "The market has become numb to the tariff issue because the changes occur from multiple parties on a daily basis. Last night the U.S. Court of International Trade ruled the Trump doesn't have authority to implement reciprocal tariffs."

May 14, 2025: "There's overhanging uncertainty about what world leaders, including President Trump are going to say about trade. The recent announcements have been good and that caused a huge rally, but we still have uncertainty."

April 2025: Tim Ghriskey discusses how panic selling distracted from a strong April jobs report.

April 2025: Tim Ghriskey quoted in Bloomberg article CoreWeave’s Two-Day 65% Pop Helps Investors Forget Tepid IPO

March 4, 2025: Tim Ghriskey speaks with Reuters discussing the market reaction to tariffs and European economies.

(Bloomberg) -- Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President Donald Trump has intensified hopes that its cloud business will see a tailwind from artificial intelligence.

January 2025: Tim Ghriskey discusses the current rate environment and inflation concerns.

October 2024: U.S. stocks closed down on Tuesday, following world stocks lower as a weak sales forecast from chipmaker ASML weighed on tech shares, while crude extended its slide due to easing supply worries and weakening demand....

October 2024: Tim Ghriskey comments on the upcoming Fed minutes and CPI release.

July 2024: A tumble in the heavyweight stocks that have powered markets higher this year is highlighting Wall Street's vulnerability to any weakness in the Big Tech trade and causing concerns that over-stretched stocks are in for more turbulence.

July 2024: The second-quarter U.S. earnings season unofficially kicks off Friday with results from three of the top banks: JPMorgan Chase JPM.N, Wells Fargo WFC.N and Citigroup C.N.

July 2024: (Reuters) Tim Ghriskey, Senior Portfolio Manager, comments on whether after a solid first half for U.S. stocks, political uncertainty, potential Federal Reserve policy shifts and big tech's market dominance could make the rest of 2024 a tougher trail.

(Bloomberg) -- Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.

May 2024: Senior Portfolio Manager Tim Ghriskey has been covering Goldman Sachs for 25 years and discusses the current state of the company with Bloomberg.

April 16, 2024: Tim Ghriskey discusses how rising U.S. Treasury yields and elevated geopolitical worries are affecting a generally positive string of first-quarter earnings.

“A lot of the surprises were in the earnings, rather than revenues.”

January 5, 2024: “It's a very favorable jobs report. Non-farm private payrolls, the core measure of employment, was well above expectations, and there was a downward revision to the prior period, but it's still a very strong number for the month of December.”

November 29, 2023: "The market has had huge returns, so there's certainly profit taking and repositioning; there's some consolidation going on here," said Tim Ghriskey, senior portfolio strategist Ingalls & Snyder in New York. "We've had very strong earnings and there's a lot of optimism. And because of that, there's a repositioning of gains."