From Bonds to Stocks: The Slow Motion Spillover
The S&P 500 hasn’t had an easy ride heading into Jackson Hole, with tech stocks dragging it lower once again on Wednesday. A fifth straight loss on Thursday would mark its longest losing streak since January, though the index is still up 28% from its April 8 low and only down about 1% over the […]
Market Could Hit 7,000, Says Lee
Fundstrat’s head of research, Tom Lee, is once again turning more optimistic on the stock market—but with an important caveat. His latest outlook hinges on two critical developments that he believes could set the stage for a powerful rally into the final months of 2025. Lee, who has earned a reputation for calling major market […]
Gold Crushes All — Big Bank Turns Even More Bullish
UBS Wealth Sees Global Gold Demand Surging to Highest Since 2011 Markets are in a holding pattern ahead of Fed Chair Jerome Powell’s Jackson Hole speech on Friday, and gold investors are watching closely for any hint of rate cuts. Lower borrowing costs typically benefit gold, as they reduce the appeal of yield-bearing assets like […]
Markets Face 15% Drop Without Jackson Hole Signal
Evercore’s Emanuel Warns Powell May Disappoint Markets at Jackson Hole U.S. stocks entered the week hovering just below record highs, buoyed by strong corporate earnings and optimism that the Federal Reserve will soon begin cutting interest rates. Investors now look to Fed Chair Jerome Powell’s keynote address at the Jackson Hole symposium on Friday for […]
Goldman Warns: Market’s Next Big Move Might Hurt
Goldman Warning: Low-Volatility Calm May Be Fading for Equities The S&P 500 heads into Friday’s trading fresh off its 18th record close of the year, powered by strong U.S. corporate earnings—helped by AI-related spending—and growing expectations for a more dovish Federal Reserve, according to Goldman Sachs. This run has been accompanied by tighter credit spreads, […]
Market Titans Collide
Andrew Left Warns Palantir’s Valuation Makes Nvidia Look Cheap The past two trading days have been unusual — maybe the long-anticipated market rotation has begun, or perhaps it’s just summer’s light-volume quirks paired with optimism over the Fed’s rate-cutting path. Small-cap stocks and homebuilders have surged for two straight sessions, while high-flying momentum names have […]
