00:00 Speaker A I want to get your take on the US economy. First I I do want to get your take on these headlines, US-China trade tensions trying. I it’s interesting because I think a lot of investors had thought, you know what, things are going okay, the two sides are talking. To some…
Markets wrapped up the third quarter on a strong note, defying September’s reputation as one of the toughest months for the US stock market. The S&P 500 (^GSPC) and Nasdaq (^IXIC) each logged their best third quarter since 2020 and strongest September since 2010, while the Russell 2000 (^RUT) recorded its best Q3 since 2009…
With the S&P 500 (^GSPC) trading near record highs and valuations approaching levels last seen during the dot-com bubble, strategists are rethinking what normal looks like for today’s market. Bank of America equity strategist Savita Subramanian is among those making the case. “Perhaps we should anchor to today’s multiples as the new normal rather than…
ChrisG123/Wikimedia Commons Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Mark Spitznagel, chief investment officer of Universa Investments, told Business Insider in 2024 that he thinks the “worst market crash since 1929” is coming. Now, he claims that the recent market correction is just the beginning. “I…
Traders work on the floor at the New York Stock Exchange. (Bloomberg) — Now that a September rate cut is all but sealed, options pros are expecting smooth sailing in the stock market through Thursday’s consumer price index reading. But that could turn out to be a dangerous bet if it shows inflation starting to…
TIMOTHY A. CLARY/AFP via Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. The stock market has been volatile during…
“While equity markets have recovered completely from their Liberation Day sell-off, equity positioning is only back up to neutral. Equity positioning tends to align with earnings growth but is currently still below what we expect for Q2 and we look for a typical earnings season rally. Both the company analyst consensus and DB forecasts see…
(Bloomberg) — The second-quarter earnings season is off to a ripping start, with consumer strength powering resilient corporate profits. In the stock market, however, the reaction has been fairly quiet, an ominous sign that much of the good news is priced in — and investors are punishing disappointments. Most Read from Bloomberg Take financials, which…
President Trump has continued to voice his dissatisfaction with Federal Reserve Chair Jerome Powell. But should the president go as far as attempting to fire Powell, strategists say it would add to the pressure on US stocks. Michael Goosay, Principal Asset Management’s chief investment officer of global fixed income, told Yahoo Finance that such a…
By Davide Barbuscia NEW YORK (Reuters) -A sharp selloff in U.S. Treasuries this week has remained orderly despite continued uncertainty stemming from the U.S. administration’s trade policies, said Dan Ivascyn, group chief investment officer at U.S. bond giant PIMCO on Wednesday. U.S. Treasuries, a building block of the global financial system, came under heavy pressure…