Even after a powerful rebound after the early-April tariff-driven selloff, Bank of America’s chief investment strategist Michael Harnett says the case for a lasting bull market still depends on a rare trio of conditions that remains out of reach for now. In his regular “The Flow Show” report, titled “Stay BIG, sell rips” and shared…
The U.S. tech sector just walked into a geopolitical buzzsaw, and NVIDIA Corp NVDA may be the first big casualty. As trade tensions ratchet up and tariff policy gets more unpredictable, AI leaders such as Nvidia are getting boxed out of China just as competitors like Huawei prepare to strike. Wedbush Securities analyst Dan Ives…
Despite growing concerns about renewed trade tensions between Washington and Beijing, one analyst says the drama may be more performative than policy-driven. What Happened: Marko Papic, chief strategist at BCA Research, downplayed the long-term impact of escalating U.S.-China tariff rhetoric, suggesting that the latest threats may be largely symbolic and unlikely to result in sustained…
Renowned economist Nouriel Roubini, nicknamed “Dr. Doom” for his pessimistic but often accurate predictions, warned Monday that financial markets are mistaken about the Federal Reserve’s willingness to step in amid escalating trade tensions. What Happened: “Markets have been delusional that Powell put strike price is above Trump’s put strike price. It is NOT!” Roubini wrote…
Danny Moses, renowned for his accurate prediction of the 2008 financial crisis, has voiced concerns over the economic impact of recent federal job cuts. What Happened: The founder of Moses Ventures cautioned that the market has not fully considered the economic repercussions of the job cuts initiated by the Department of Government Efficiency (DOGE), a…
Tom Lee believes the current market environment bears similarities to 2018, when tariffs rattled stocks — yet he argues key differences today could actually support a stronger recovery, CNBC reports. What To Know: Lee, head of research at Fundstrat Global Advisors, suggests that a mix of monetary policy and the possibility of tariff resolutions provides…
The S&P 500 and Nasdaq both slipped into the red, reversing early gains on Thursday, while the Dow Jones remained in positive territory in midday trading. NVIDIA Corp. NVDA led the tech sector lower after the company posted its smallest revenue beat in years on Wednesday. Wall Street digested a slew of new economic data…
The U.S. stock market lacked direction on Tuesday morning as investors stayed on the sidelines ahead of Wednesday’s release of November inflation data, a critical report that could influence the Federal Reserve’s decision on a potential interest rate cut next week. Large-cap indices hovered near unchanged levels, while small caps slightly outperformed, with the Russell…
The past week has been a whirlwind of economic insights and policy debates. From Jeff Bezos challenging Elon Musk‘s cost-cutting strategies to Donald Trump‘s tariff plans stirring up potential trade wars, the financial world is buzzing. Meanwhile, the Federal Reserve hints at a possible rate cut, and the U.S. job market shows unexpected strength. Let’s dive into the key stories…
The U.S. stock market posted another week of strong performance, with major large-cap indices such as the S&P 500, the Dow Jones and the Nasdaq 100 extending their record highs. Technology and consumer discretionary sectors led the gains, driven by several mega-cap tech giants – Apple Inc. AAPL, Amazon.com Inc. AMZN and Meta Platforms Inc….