Market Rally Doesn’t Shield Investors from Tariff Risks Wall Street appears unfazed by the looming threat of a global trade war. The S&P 500 closed just shy of a record high on Thursday after President Donald Trump instructed his administration to explore reciprocal tariffs on several U.S. trading partners. Despite...
Dip Buying Continues, But a Shift May Be Coming Goldman Says The S&P 500 initially fell as much as 1.1% on Wednesday after a hotter-than-expected consumer price index (CPI) report. However, the losses didn’t last, with the index recovering to close down just 0.3%. Scott Rubner, a tactical strategist at...
Investors Eye CPI Report as Inflation Concerns Linger As investors brace for January’s consumer price index (CPI) report, financial markets remain on edge over persistent inflation concerns. While expectations suggest little change or a slight improvement from December, one key indicator continues to flash warning signs. The five-year breakeven inflation...
BCA Research Signals Bitcoin May Have Peaked as Profitability Hits Historic Levels Bitcoin’s recent price action suggests a potential market top, according to analysts at BCA Research. They highlight that the percentage of bitcoin in profit has reached levels historically associated with previous peaks. After hitting a record high on...
Who Controls 10-Year Yields? The Market Has the Final Say, CIO Says Federal Reserve Chair Jerome Powell may find some relief in the Trump administration’s latest focus on 10-year Treasury yields rather than pressuring the Fed for rate cuts. However, this shift in strategy has sparked fresh concerns among market...
DeepSeek’s Impact on U.S. Stocks Yet to Be Fully Realized, Says Conning’s Don Townswick The rise of Chinese AI startup DeepSeek, which promises more affordable and energy-efficient artificial intelligence solutions, has yet to be fully reflected in U.S. equity markets. That’s the assessment of Don Townswick, director of equity strategies...
