Tax Refunds Set to Surge: What Investors Should Know
Tax-rebate checks are expected to start reaching consumers in the second quarter, but most of the relief from Trump’s One Big Beautiful Bill Act is aimed at businesses. Stocks may get another strong boost next year as taxpayers begin receiving refunds tied to President Donald Trump’s major tax-and-spending package signed into law this summer. While […]
CTA Selling Risk Rising Ahead of Key Fed and CPI Events
UBS warns that CTA positioning could magnify any downside move in the market. Between now and the next major U.S. options expiration on Dec. 19, markets face a trio of critical catalysts — the Fed decision on Wednesday, nonfarm payrolls on Dec. 16, and the CPI report on Dec. 18. UBS analysts say the combination […]
Mortgage Strategies to Beat Today’s High Rates
Homeowners and Buyers Can Still Outsmart High Mortgage Rates With Two Key Strategies Mortgage rates are climbing sharply even as the Federal Reserve is widely expected to cut interest rates this week — a move that traditionally leads mortgage rates lower. Normally, when markets anticipate Fed cuts, traders drive down the 10-year Treasury yield, which […]
The 2026 Market Forecast Investors Can’t Ignore
Oppenheimer’s strategists are projecting the S&P 500 to climb to 8,100 by the end of 2026, marking the most bullish outlook on Wall Street. Back in December 2024, the team led by John Stoltzfus set a year-end target of 7,100 for the S&P 500 — a level now just 3% away. But after the market […]
Market Shifts: Value and EM Take the Lead
Byron Wien, who passed away in 2023, was one of Wall Street’s most respected strategists. Best known for his long career at Morgan Stanley, he gained prominence for his annual “10 Surprises” list — forecasts he believed had more than a 50% chance of occurring, even though markets assigned them odds below one-third. A few […]
Market Winners Ahead: Consumer and Healthcare Stocks Shine
Kostin highlights opportunities in consumer and healthcare stocks, along with companies poised to generate more revenue from AI. Goldman Sachs chief equity strategist David Kostin is retiring after 31 years, and one question keeps following him out the door: Is the market in a bubble? His departure, first announced in September, was further detailed in […]
