Albert Edwards warns of a growing bubble in US stocks driven by AI enthusiasm. US stocks now represent 75% of global market cap, and tech stocks are 35% of the US market. Edwards’ bearish views contrast with Wall Street’s optimistic S&P 500 targets for 2025. Albert Edwards, the famously bearish strategist at French investment bank…
Trump changed the market narrative on trade policy this week, easing fears that have weighed on investors. The president has shifted investors’ focus to his pro-growth agenda. A flurry of executive actions and announcements helped lift the S&P 500 to fresh records. President Donald Trump flipped the script on one of the market’s biggest worries…
Larry Fink says higher inflation could drive a steep sell-off in the bond market. BlackRock’s CEO thinks the 10-year Treasury yield could jump to 5.5%, the highest in about 25 years. He said that yields rising to that level could spark a sharp sell-off in the stock market. The BlackRock chief Larry Fink says Treasury…
“Future of EV Batteries Market – Global Forecast by 2035” Future of EV Batteries Market by Type (Li-ion, Na-ion, Solid state, Li- Air), Vehicle Type (Passenger Cars, Commercial Vehicles, Off-Road Vehicles), Battery Form (Prismatic, Pouch, Cylindrical), Packaging (CTM, CTP, CTC, MTC) & Region – Global Forecast 2035 The global future of EV batteries market is…
Donald Trump is expected to sign at least 100 executive orders on his first day in office. Investors will watch how Trump approaches tariffs, which could stir up jitters in the bond and FX markets. The energy, finance, and crypto sectors stand to benefit if Trump loosens policy. With Donald Trump embarking on his second…
Wall Street is bracing for Donald Trump’s first 100 days as he returns to the White House. Some experts are anticipating a slew of executive orders right from the start. Taxes, tariffs, deregulation, and the national deficit are top of mind for money managers. The stock market rejoiced after the November election results as investors…
Bank of America sees small-cap stocks as key indicator to watch for the broader stock market. High concentration in a handful of stocks and elevated valuations limit stock market upside, BofA said. Small-cap stocks face challenges from high interest rates, affecting profitless companies. Bank of America said in a Friday note that one key area…
Bill Smead warns a stock market bubble is set to unwind. Rising 10-year Treasury yields will eventually put pressure on growth stocks, Smead argues. Smead’s view contrasts with Wall Street’s optimistic S&P 500 predictions for 2025. The ongoing optimism around the mega-cap AI stocks driving the S&P 500 doesn’t make sense to Bill Smead. The…
The Federal Reserve cut its benchmark interest rate to between 4.25% and 4.5% on Wednesday. The central bank also projected two cuts next year instead of four, sending stocks tumbling. Here’s how analysts, economists, and other experts reacted to the Fed decision and market reaction. The Federal Reserve cut its benchmark interest rate on Wednesday…
US stocks jumped on Friday, partly driven by Broadcom’s blowout earnings report. Broadcom’s AI revenue soared 220% this year, helping drive its stock up 18% on Friday. Investors are eyeing the Fed meeting next week, anticipating a 25 basis point rate cut. US stocks jumped on Friday, with technology stocks leading the market higher after…