Investing at Highs? History Says Diversify
Global Investment Returns Yearbook Highlights Stock-Market Profitability and Volatility A nostalgic clip from Ferris Bueller’s Day Off, featuring economist Ben Stein’s dry explanation of the Smoot-Hawley Act, has been circulating on social media. The Act, which raised tariffs to boost revenue but ultimately worsened the Great Depression, sparks curiosity about its potential modern-day parallels. Against […]
Defense Stocks Jump on EU’s Surprise Zelensky Response
JPMorgan Raises Price Targets for European Defense Companies by 25% Amid Rising Defense Budgets Recent geopolitical tensions have significantly boosted investor confidence in European defense companies, with JPMorgan lifting price targets across the sector by an average of 25%. The catalyst for this surge was the high-profile confrontation between President Donald Trump, Vice President J.D. […]
Market Meltdown: Will Trump Reverse Course?
Some market analysts believe the S&P 500 would need to decline by at least 10% to trigger the so-called ‘Trump put.’ The recent dip in the U.S. stock market has been relatively mild, with the S&P 500 still hovering just 3% below its record closing high from last week. However, this hasn’t stopped speculation on […]
Wall Street Mood Is Changing—6 Charts Show Why
Investor Sentiment Shifts from Euphoria to Uncertainty on Wall Street The mood on Wall Street is shifting. Once characterized by optimism following President Donald Trump’s election victory, investor sentiment has taken a turn toward uncertainty. Key market indicators reflect this change, highlighting growing concerns about the U.S. economic outlook. Market Sentiment Declines Since the beginning […]
Nvidia Earnings: A Pivotal Moment for Investors?
Nvidia Corp. is set to report earnings on Wednesday, and the market is watching closely. With the stock trading sideways since June despite some volatility, the big question is: Will earnings be the catalyst for a breakout, or should investors temper their expectations? A Bullish Case: Sideline Money Ready to Jump In Mizuho desk-based analyst […]
Markets Relaxed Too Soon—A New Threat Looms
Interest-Rate Volatility Shows Signs of Normalization, Says J.P. Morgan’s Phil Camporeale Investors appear to be less anxious about rising interest rates, though significant market risks remain on the horizon. “The biggest risk is that inflation makes an unwelcome return in the second half of this year,” said Phil Camporeale, portfolio manager for J.P. Morgan Asset […]
