Why Wall Street Bets on U.S. Stocks in 2025
The evolving market landscape suggests that the leaders of tomorrow may differ from those of 2023 and 2024. Wall Street strategists highlight the dispersion of performance across sectors and regions, creating a stock picker’s market ripe with opportunities. The Return of “TINA”: U.S. Stocks Continue to Dominate Over the past 15 years, large-cap U.S. stocks […]
Markets and Tariffs: What to Watch
Economists: Inflation Impact Likely Fleeting, but Tariffs Could Reshape Fed’s Rate Path The return of “Tariff Man” has sparked reactions in global markets, with President-elect Donald Trump reviving his tough-on-trade stance. On Monday night, Trump pledged to impose a 25% tariff on imports from Mexico and Canada and an additional 10% on Chinese goods. This […]
S&P 500 Trends: Thanksgiving to New Year’s Eve
Bank of America (BofA) Global Research highlights that Thanksgiving week often delivers strong performance for U.S. stocks, with historical data suggesting even more pronounced gains during presidential election years. “Seasonality suggests that Thanksgiving week can be a strong week,” noted Stephen Suttmeier, a technical research strategist at BofA, in a report. According to Suttmeier, the […]
Sticky Inflation? Insights from Commodities and Stocks
Tariffs and Inflation: BNY Wealth CIO Says It’s ‘Far Too Early’ to Predict Significant Impact Inflation Concerns Resurface as Investors Eye Policy ShiftsU.S. financial markets are grappling with renewed inflation fears following President-elect Donald Trump’s victory, as investors weigh the potential impact of proposed policies like tax cuts and import tariffs. These measures, some argue, […]
Is the S&P 500 Overvalued by 25%
A Bull Market Built on Earnings Outshines One Driven by Emotion The resilience of a bull market hinges on its foundation. A market rally anchored in strong earnings is fundamentally sturdier than one fueled by investor sentiment alone. Recent volatile trading patterns highlight this fragility. Take Nov. 19, for instance: the Dow Jones Industrial Average […]
S&P 500 Bounce: Bull Market to Accelerate in 2025?
Morgan Stanley’s Andrew Slimmon: ‘It’s hard to see the market correcting between now and year-end.’” The S&P 500 has rebounded from last week’s dip, which briefly erased its U.S. election bump but left the index on track for a strong 2024 finish. The outcome of the November 5 election could amplify the ongoing bull market, […]
