Markets Eye Two Big Data Points Next Month After Wednesday’s modest pullback in the S&P 500 (-0.10%) and Nasdaq (-0.33%), investors appear ready to step back in, despite a Fed decision that some viewed as less dovish than expected. Much of the rebound is tied to Fed Chair Jerome Powell’s...
SocGen: Fed Cuts Set Stage for Equal-Weight S&P 500 Rally It’s Fed Day, and despite market bumps, 2025 has been a standout year for investors. Societe Generale strategists believe the strength can continue as the Federal Reserve cuts rates in a non-recessionary backdrop. So far, none of the 28 asset...
Golub: Tech Strength and Solid Economy to Keep Market Rally Alive The S&P 500 logged its 25th record close of the year Monday, shaking off pre-Fed jitters and extending its remarkable run. While some warn the rally looks stretched, Seaport Research Partners’ chief equity strategist Jonathan Golub says fundamentals—not froth—are...
Henry Blodget on AI Mania: Echoes of the Dot-Com Bubble, With Key Differences Trade negotiations between the U.S. and China looked promising—until headlines hit that Beijing accused Nvidia of antitrust violations. That makes Nvidia a fitting case study for today’s hot-button market debate: is the AI-driven rally another bubble in...
Stocks at Record Highs Face Risks from Slowing Economy and Fading AI Momentum Wall Street posted a bullish trifecta on Thursday, with the Dow +1.36%, S&P 500 +0.85%, and Nasdaq +0.72% all closing at fresh record highs. But as history shows, peaks are often followed by painful pullbacks. Peter Berezin,...
Deutsche Bank Eyes S&P 500 at 7,000, Says Trump May Soften Policies if Economy Weakens As markets head into the seasonally slower months of September and October, investors are questioning how much momentum remains. While the S&P 500 and Nasdaq notched fresh highs this week, sentiment has slipped to a...
