While the Federal Reserve is expected to keep interest rates steady on Wednesday, speculation about potential hikes has resurfaced. Analysts at Barclays still anticipate a gradual decline in rates through 2025 but acknowledge that a rate hike isn’t entirely off the table. Options markets currently price in a 25% chance...
The start of President Donald Trump’s second term has sparked a robust rally, driving the S&P 500 stocks to record highs and stretching market valuations to historic levels. Investors are now exploring alternatives to megacap technology stocks, seeking more affordable opportunities that could still benefit from the administration’s early policy...
Demand for Bullish Equity Options Signals Renewed Optimism in Markets The S&P 500 (SPX) narrowly missed hitting a new all-time high on Wednesday, though Thursday’s early indicators point to a softer start. In a bullish turn, Nomura strategist Charlie McElligott suggests a potential “melt-up” could be underway. Known for his...
Tech Companies Ramp Up Stock Buybacks Despite Energy-Intensive Operations Tech companies have significantly increased their stock buybacks programs in recent years, prioritizing shareholder returns even as the industry’s energy demands continue to soar. Innovations like artificial intelligence (AI) and cloud computing require enormous amounts of energy to power data centers...
Trump’s Second Term Begins: Markets Brace for Turbulence As Donald Trump officially begins his second term as president on January 20, the nation is watching how his administration will approach the ambitious economic and policy promises made during his campaign. Trump’s pledges on issues like immigration, trade, and even cryptocurrency...
The U.S. stock market extended its rally this week, with all S&P 500 sectors closing higher as a decline in bond yields eased concerns about recent sharp increases in interest rates. The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite each posted weekly gains, lifting all three indexes into...
