Jobs Data vs. Trump Hype: Market Reality Check Ahead

November Payrolls: A Key Test for the Fed’s Data-Driven Policy While politics and the potential policy implications of Donald Trump’s anticipated return to the White House dominate headlines, market participants may soon face a reality check. This week’s labor-market data, culminating in Friday’s pivotal November jobs report, could significantly influence the Federal Reserve’s interest rate […]
Black Friday Trading: Key Market Hours and Tips

What’s Open (or Closed) on Thanksgiving and Black Friday? Here’s What to Know Thanksgiving is here! The holiday, officially recognized by the federal government since 1870, has roots that trace back even further. President Abraham Lincoln declared a November “day of Thanksgiving” in 1863, while President George Washington issued a proclamation for “a day of […]
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, […]