Markets are mispricing global inflation, this is 'not the year' for steady returns: UBP

Jan 21, 2025, 2:00 AM EST - 29 minutes ago

Markets are mispricing global inflation, this is 'not the year' for steady returns: UBP

UBP's Norman Villamin says sticky inflation and strong U.S. dollar could slip past Trump's control, and threaten global growth.


This Adjusted Chart Reveals A Hidden Risk In The Nasdaq

Jan 21, 2025, 1:42 AM EST - 47 minutes ago

This Adjusted Chart Reveals A Hidden Risk In The Nasdaq

The S&P 500's concentration and Nasdaq 100's valuation levels are reminiscent of past bubbles, raising skepticism about current market conditions. Despite positive earnings, especially from major bank...


Stay invested in U.S. equities with 'least sensitivity' to Trump's policies: RBC Wealth Management

Jan 21, 2025, 1:30 AM EST - 59 minutes ago

Stay invested in U.S. equities with 'least sensitivity' to Trump's policies: RBC Wealth Management

Gautam Chadda of RBC Wealth Management Singapore discusses how investors should best position amidst policy uncertainity under Trump. He emphasizes the importance of corporate leadership in navigating...


CES 2025: Physical AI Is Here

Jan 21, 2025, 1:20 AM EST - 1 hour ago

CES 2025: Physical AI Is Here

AI is rapidly expanding beyond software into the physical world, as companies across industries harness it to create smarter robots and automated systems that drive unprecedented efficiency, precision...


European stocks head for slightly higher open as markets assess the impact of Trump 2.0

Jan 21, 2025, 12:51 AM EST - 1 hour ago

European stocks head for slightly higher open as markets assess the impact of Trump 2.0

European stocks are expected to open slightly higher Tuesday as traders digest the first executive orders that newly inaugurated U.S. President Donald Trump signed on Monday. The U.K.'s FTSE index is ...


Why investors should pay less attention to valuations at current levels, according to Goldman Sachs

Jan 21, 2025, 12:00 AM EST - 2 hours ago

Why investors should pay less attention to valuations at current levels, according to Goldman Sachs

Matheus Dibo, senior investment strategist at Goldman Sachs Private Wealth Management, says that valuation multiples at current levels are a poor signal for when investors should enter the stock marke...


Stocks set to rise, dollar falls as Trump holds back on tariff ‘shock and awe'

Jan 20, 2025, 8:40 PM EST - 5 hours ago

Stocks set to rise, dollar falls as Trump holds back on tariff ‘shock and awe'

Bitcoin, which soared to a record above $109,000 early Monday, was also pulling back.


Brad Simpson On Trump, Trade, Looming Tariffs And The Implications For Markets

Jan 20, 2025, 2:10 PM EST - 12 hours ago

Brad Simpson On Trump, Trade, Looming Tariffs And The Implications For Markets

What a US/Canada trade war could mean for markets. Where are markets in the current bull market cycle?


Trump on inflation: Today I will declare a national energy emergency

Jan 20, 2025, 1:20 PM EST - 13 hours ago

Trump on inflation: Today I will declare a national energy emergency

Today I will also declare a national energy emergency,” Donald Trump said during his inaugural address as 47th president of United States. Trump highlighted a series of actions he said he would take o...


5 Defense Stocks to Buy for Trump 2.0

Jan 20, 2025, 12:33 PM EST - 13 hours ago

5 Defense Stocks to Buy for Trump 2.0

President Donald Trump has pledged to cut spending in a number of areas, but one place that's likely to see a budget increase is the Department of Defense. Increased defense spending is one of the few...


Carlyle Group's David Rubenstein: Business community 'fairly euphoric' about Trump 2.0

Jan 20, 2025, 11:34 AM EST - 14 hours ago

Carlyle Group's David Rubenstein: Business community 'fairly euphoric' about Trump 2.0

David Rubenstein, The Carlyle Group co-founder and co-chairman, joins CNBC's 'Special Report' as President-elect Donald Trump is inaugurated as the 47th U.S. president, becoming the second to serve tw...


Stanley Druckenmiller says 'animal spirits' are back in markets because of Trump with CEOs 'giddy'

Jan 20, 2025, 11:04 AM EST - 15 hours ago

Stanley Druckenmiller says 'animal spirits' are back in markets because of Trump with CEOs 'giddy'

"I'd say CEOs are somewhere between relieved and giddy. So we're a believer in animal spirits," Druckenmiller said.


An Oracle's Move To Cash Is A Red Flag For The Market

Jan 20, 2025, 10:58 AM EST - 15 hours ago

An Oracle's Move To Cash Is A Red Flag For The Market

Warren Buffett has built up a historically large cash balance at his investment vehicle Berkshire Hathaway. The Oracle of Omaha's favorite valuation metric on the overall market is also flashing yello...


Stanley Druckenmiller says: 'animal spirits' are back in markets because of Trump with CEOs 'giddy'

Jan 20, 2025, 10:49 AM EST - 15 hours ago

Stanley Druckenmiller says: 'animal spirits' are back in markets because of Trump with CEOs 'giddy'

Stanley Druckenmiller, Duquesne Family Office chairman and CEO, joins CNBC's 'Special Report' as President-elect Donald Trump is inaugurated as the 47th U.S. president, becoming the second to serve tw...


Dow futures rise 150 points on Trump inauguration day with regular trading closed

Jan 20, 2025, 10:23 AM EST - 16 hours ago

Dow futures rise 150 points on Trump inauguration day with regular trading closed

Traders were likely encouraged by a report that Trump wouldn't immediately install new tariffs on day one.


Dow futures surge and dollar slides as Trump may not levy tariffs on Day 1

Jan 20, 2025, 10:04 AM EST - 16 hours ago

Dow futures surge and dollar slides as Trump may not levy tariffs on Day 1

Futures on the Dow Jones Industrial Average soared Monday in electronic trade after a report that President-elect Donald Trump won't impose new tariffs on his first day of office.


Central banks' green push hits a hurdle as Fed drops out

Jan 20, 2025, 9:56 AM EST - 16 hours ago

Central banks' green push hits a hurdle as Fed drops out

A global effort by central banks to join the fight against climate change has hit a major hurdle with the U.S. Federal Reserve's decision to leave a club devoted to policing environmental risk in fina...


Strong Earnings And Easing Inflation Propel Market Higher Year To Date

Jan 20, 2025, 9:45 AM EST - 16 hours ago

Strong Earnings And Easing Inflation Propel Market Higher Year To Date

The U.S. stock market experienced a robust performance in the week ending January 17, 2025, marking its best week since President Trump's election victory. This positive price action was largely drive...


Why markets are optimistic as Trump returns to the White House

Jan 20, 2025, 8:03 AM EST - 18 hours ago

Why markets are optimistic as Trump returns to the White House

Investors prepared to welcome Donald Trump's second inauguration, anticipating benefits from his pro-business agenda, while remaining wary of his protectionist trade policies, particularly his stance ...


How Trump, Fed rate cuts, and the economy are related

Jan 20, 2025, 8:01 AM EST - 18 hours ago

How Trump, Fed rate cuts, and the economy are related

As we look ahead to the shifting political landscape, much regulatory uncertainty surrounds President-elect Donald Trump's incoming administration. Scott Clemons, BBH partner and chief investment stra...


What History Says Happens to Insurance Stocks After Natural Disasters Like the L.A. Fires

Jan 20, 2025, 7:39 AM EST - 18 hours ago

What History Says Happens to Insurance Stocks After Natural Disasters Like the L.A. Fires

Insurance companies will have to cover tens of billions of dollars in claims, though putting an exact figure on those expenses could take months.


My Biggest Wins Of 2024

Jan 20, 2025, 6:55 AM EST - 19 hours ago

My Biggest Wins Of 2024

2024 was a volatile year. We suffered some losses, but we had more, far more winners. I present my biggest wins of 2024 and the lessons I learned from them.


The U.S. economy is in a ‘sweet spot'. But markets may be getting one thing wrong, says Goldman Sachs.

Jan 20, 2025, 6:24 AM EST - 20 hours ago

The U.S. economy is in a ‘sweet spot'. But markets may be getting one thing wrong, says Goldman Sachs.

Investors are possibly too pessimistic on the likely pace of Fed rate cuts


The 1-Minute Market Report January 19, 2025

Jan 20, 2025, 6:01 AM EST - 20 hours ago

The 1-Minute Market Report January 19, 2025

The S&P 500 gained nearly 2% last week, driven by a favorable CPI report, easing inflation concerns, and a drop in the 10-year Treasury bond yield. Major asset classes like Bitcoin and Small Caps rall...


Global Markets React to U.S. Tariffs Hope. Dollar Falls.

Jan 20, 2025, 5:40 AM EST - 20 hours ago

Global Markets React to U.S. Tariffs Hope. Dollar Falls.

S&P 500, Dow, and Nasdaq aren't trading but futures were up. Hang Seng, Nikkei, FTSE 100 and DAX were also rising.


Bullish Counterattack - Technical Bounce Or New Trend?

Jan 20, 2025, 12:45 AM EST - 1 day ago

Bullish Counterattack - Technical Bounce Or New Trend?

The market showed constructive progress for bulls despite volatility, closing above key moving averages and exiting the descending channel. Mid Cap Growth stocks, particularly IWP, had a promising wee...


Trumped

Jan 20, 2025, 12:20 AM EST - 1 day ago

Trumped

Investors not only need to make note of this moment but re-draw and re-think their portfolios because of it. Wall Street remains divided on the ongoing surge in Treasury yields, which has taken benchm...


The Stock Rally Is Back on Track. Memories of 2022 Linger.

Jan 19, 2025, 11:00 PM EST - 1 day ago

The Stock Rally Is Back on Track. Memories of 2022 Linger.

Investors worry the hefty tariffs and mass deportations that Trump has proposed will reaccelerate inflation.


Here's what stock-market investors still needs to price in as Trump returns to White House

Jan 19, 2025, 12:01 PM EST - 1 day ago

Here's what stock-market investors still needs to price in as Trump returns to White House

Trump has a lot planned for when he takes office, and investors are bracing for a bumpy ride.


Why Equity Markets Could Still Trend Higher, Despite Sluggish Start

Jan 19, 2025, 11:45 AM EST - 1 day ago

Why Equity Markets Could Still Trend Higher, Despite Sluggish Start

Why the rally may continue in 2025. What US discretionary spending tells us about the appetite for risk.


Trump's deregulation ‘constructive for growth': Goldman Sachs CEO

Jan 19, 2025, 9:10 AM EST - 1 day ago

Trump's deregulation ‘constructive for growth': Goldman Sachs CEO

Goldman Sach's top boss talked about how the incoming administration's policies could impact the economy. He focused on how the tone of deregulation could fuel business investment.


Markets Face A New Reality Of Higher Volatility And Rising Rates

Jan 19, 2025, 6:15 AM EST - 1 day ago

Markets Face A New Reality Of Higher Volatility And Rising Rates

Volatility has surged post-election due to geopolitical uncertainties, with 30-day realized volatility climbing to 16% and expected to rise further. Current equity market valuations are significantly ...


What To Expect in the Markets This Week

Jan 19, 2025, 5:36 AM EST - 1 day ago

What To Expect in the Markets This Week

Markets are closed Monday for the Martin Luther King Jr. Day federal holiday. Donald Trump is set to be inaugurated as the U.S. president on the same day.


Is the stock market open tomorrow? Here's what to know for Inauguration Day and MLK Day.

Jan 19, 2025, 12:01 AM EST - 2 days ago

Is the stock market open tomorrow? Here's what to know for Inauguration Day and MLK Day.

The two major events fall on the same day — Jan. 20 — but most closures are because of MLK Day, which is a federal holiday.


Technical Bounce On Inflation Data

Jan 19, 2025, 12:01 AM EST - 2 days ago

Technical Bounce On Inflation Data

The market has struggled over the last two weeks as bond yields have surged sharply over fears of a resurgence of inflation and tariffs under the Trump Administration. On Wednesday, the CPI headline r...


Last year's stock winners could soar in 2025: What to buy

Jan 18, 2025, 10:00 AM EST - 2 days ago

Last year's stock winners could soar in 2025: What to buy

History suggests investing in last year's winners could pay off in the new year. Here are what sectors to buy in 2025.


Stock-market rally depends on answer to this ‘real question' about bond yields

Jan 18, 2025, 6:55 AM EST - 2 days ago

Stock-market rally depends on answer to this ‘real question' about bond yields

For stocks, much depends on whether the past week marked a peak in yields or was merely a snapback after getting technically overstretched.


It's Time To Buy Bonds—Here's Why. And How.

Jan 18, 2025, 6:30 AM EST - 2 days ago

It's Time To Buy Bonds—Here's Why. And How.

Dramatic move this month from Vanguard Group: It's saying that the classic portfolio of 60% stocks and 40% bonds, with which it has been so enamored for so long, might not be quite right. Consider, it...


Weekly Commentary: Thoughts Ahead Of Day One

Jan 18, 2025, 5:00 AM EST - 2 days ago

Weekly Commentary: Thoughts Ahead Of Day One

The federal government has a significant spending problem, driving deficits that have averaged a historically high 7% of GDP annually during the past four years. With today's financial and economic st...


Goldman Sachs' David Kostin on US Earnings, Tariffs, Mid-Cap Stocks

Jan 18, 2025, 1:00 AM EST - 3 days ago

Goldman Sachs' David Kostin on US Earnings, Tariffs, Mid-Cap Stocks

David Kostin, chief US equity strategist at Goldman Sachs, discusses his outlook for corporate earnings and potential tariffs from the incoming Trump administration. Kostin also tells Bloomberg Televi...


Markets Weekly Outlook - Trump 2.0 Takes Flight As BoJ Decision Looms

Jan 18, 2025, 12:30 AM EST - 3 days ago

Markets Weekly Outlook - Trump 2.0 Takes Flight As BoJ Decision Looms

It was a strong week for US stocks and gold, with the S&P rising about 3% by the end of the week. Markets are bracing for potential volatility and policy surprises as Donald Trump is inaugurated as US...


Markets End Biden Era With a Roar. But Inflation Isn't Dead.

Jan 17, 2025, 8:32 PM EST - 3 days ago

Markets End Biden Era With a Roar. But Inflation Isn't Dead.

The S&P 500 index gained 2.91% to just short of the 6000 mark, its best percentage gain since the week of Election Day ended on Nov. 8.


Jim Cramer looks at next week's market game plan

Jan 17, 2025, 7:45 PM EST - 3 days ago

Jim Cramer looks at next week's market game plan

'Mad Money' host Jim Cramer looks ahead to next week's market game plan.


There was some concern banks couldn't cope with the bond market, says Jim Cramer

Jan 17, 2025, 7:45 PM EST - 3 days ago

There was some concern banks couldn't cope with the bond market, says Jim Cramer

'Mad Money' host Jim Cramer looks at the recent slate of bank earnings.


Market climbing on investors hopes for next administration, says Jim Cramer

Jan 17, 2025, 7:39 PM EST - 3 days ago

Market climbing on investors hopes for next administration, says Jim Cramer

'Mad Money' host Jim Cramer looks ahead to next week's market game plan.


Big Returns In Surprising Places

Jan 17, 2025, 6:55 PM EST - 3 days ago

Big Returns In Surprising Places

In a recent paper, Bessembinder studied the performance of more than 29,000 stocks from 1925 through 2023. Looking back at stocks with a minimum of 20 years of returns, the study found that Nvidia had...


Fundamentals remain strong, says PIMCO's Dhawan on bull case for India

Jan 17, 2025, 5:34 PM EST - 3 days ago

Fundamentals remain strong, says PIMCO's Dhawan on bull case for India

Pramol Dhawan, PIMCO Head of Emerging Markets Portfolio Management, joins 'Closing Bell Overtime' to talk PIMCO's global market playbook.


Markets Rally Ahead of Trump 2.0, Banks All-Time Highs, Quantum Stocks Whipsaw and TikTok Ban Looms

Jan 17, 2025, 5:25 PM EST - 3 days ago

Markets Rally Ahead of Trump 2.0, Banks All-Time Highs, Quantum Stocks Whipsaw and TikTok Ban Looms

Equity markets soar into the weekend as investors eye a change in the Oval Office next week. Bank stocks JPMorgan Chase (JPM) and Goldman Sachs (GS) reached all-time highs after impressive 4Q earnings...


Stocks Finish Week Strong | Closing Bell

Jan 17, 2025, 5:14 PM EST - 3 days ago

Stocks Finish Week Strong | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. ------...


Federal Reserve exits global climate change regulation group

Jan 17, 2025, 5:05 PM EST - 3 days ago

Federal Reserve exits global climate change regulation group

The Federal Reserve announced that it has withdrawn from the Network of Central Banks and Supervisors for Greening the Financial System, which incorporated climate risk into financial rules.


Wall Street Rallies As Inflation Fears Recede, Banks Smash Earnings, Bitcoin Reclaims $100,000: This Week In The Markets

Jan 17, 2025, 4:57 PM EST - 3 days ago

Wall Street Rallies As Inflation Fears Recede, Banks Smash Earnings, Bitcoin Reclaims $100,000: This Week In The Markets

A benign December inflation report was all it took to ignite another strong rally on Wall Street, with major indices delivering their best weekly performance since the post-election surge in early Nov...


Bears Miss Window as Trumphoria Rallies Markets

Jan 17, 2025, 4:47 PM EST - 3 days ago

Bears Miss Window as Trumphoria Rallies Markets

"Price is King..." or is it "President?" Green lights shine as OJ says bears missed their shot to break bulls' Trumphoria this week.


Market Breadth, Ecodata & Yields: Data to Watch Ahead

Jan 17, 2025, 4:22 PM EST - 3 days ago

Market Breadth, Ecodata & Yields: Data to Watch Ahead

Before markets close for an extended weekend, @CharlesSchwab's Joe Mazzola notes improving breadth pushing against still strong, though lighter than expected inflation. As volatility winds down in fix...


Stock Market Today: Stocks Jump Ahead of Trump Inauguration

Jan 17, 2025, 4:09 PM EST - 3 days ago

Stock Market Today: Stocks Jump Ahead of Trump Inauguration

The Dow and S&P 500 scored their biggest weekly gains since the early November election.


SPX Holds Rally While MACD Points to Continuation

Jan 17, 2025, 4:02 PM EST - 3 days ago

SPX Holds Rally While MACD Points to Continuation

Speculative catalysts are on the horizon with Donald Trump's inauguration on Monday. Kevin Green looks at today's rally to measure bullishness next week.


Near-term should be constructive for equities, says 3Fourteen's Warren Pies

Jan 17, 2025, 3:41 PM EST - 3 days ago

Near-term should be constructive for equities, says 3Fourteen's Warren Pies

Warren Pies, 3Fourteen Research co-founder, joins 'Closing Bell' to discuss the markets, the return of the bull rally and the Fed's next move.


"Volatility is Here to Stay," Ways to Invest Ahead of "Overdue" Correction

Jan 17, 2025, 3:08 PM EST - 3 days ago

"Volatility is Here to Stay," Ways to Invest Ahead of "Overdue" Correction

Dale Smothers points to a "mixed bag" of ecodata he says will lead to an "overdue" market correction. Despite believing the markets will close in the green by year-end 2025, Dale says safer investment...


Consumer sector likely to see first impact of tariffs, says Seymour Asset Management's Tim Seymour

Jan 17, 2025, 3:01 PM EST - 3 days ago

Consumer sector likely to see first impact of tariffs, says Seymour Asset Management's Tim Seymour

Tim Seymour, Seymour Asset Management CIO, joins CNBC's 'The Exchange' to discuss market outlooks.


NASDAQ 100 – Are New All-time Highs Around the Corner?

Jan 17, 2025, 2:40 PM EST - 3 days ago

NASDAQ 100 – Are New All-time Highs Around the Corner?

Our $20300-600 target zone was reached on January 13, and the subsequent current rally strongly suggests that $22825-23400 is next, as forecasted.


Trump is a ‘wild card' for the stock market, this trader says. He's buckling up.

Jan 17, 2025, 2:12 PM EST - 3 days ago

Trump is a ‘wild card' for the stock market, this trader says. He's buckling up.

Volatility is the “new norm,” market pro Jeff Bierman predicts.


Federal Reserve announces exit from regulatory climate change group

Jan 17, 2025, 1:37 PM EST - 3 days ago

Federal Reserve announces exit from regulatory climate change group

The Federal Reserve announced on Friday it had withdrawn from a global body of central banks and regulators devoted to exploring ways to police climate risk in the financial system.


Could the S&P see gains following Trump inauguration?

Jan 17, 2025, 1:20 PM EST - 3 days ago

Could the S&P see gains following Trump inauguration?

Yahoo Finance senior markets reporter Josh Schafer joins Catalysts host Seana Smith to discuss the potential for S&P 500 (^GSPC) gains following President-elect Donald Trump's inauguration this Monday...


Investors waiting for Trump's policy impact on markets, says Neuberger Berman's Holly Newman Kroft

Jan 17, 2025, 12:37 PM EST - 3 days ago

Investors waiting for Trump's policy impact on markets, says Neuberger Berman's Holly Newman Kroft

Holly Newman Kroft, Neuberger Berman Private Wealth managing director, joins 'Money Movers' to discuss how Kroft interprets the most recent spate of economic data, what could impact the market going f...


Vanguard fined more than $100 million by SEC over violations involving target date retirement funds

Jan 17, 2025, 12:36 PM EST - 3 days ago

Vanguard fined more than $100 million by SEC over violations involving target date retirement funds

The fine stems from a 2020 change by Vanguard that led to redemptions in one class of target date funds.


Trump set to break the all-time federal debt record amid inflation battle

Jan 17, 2025, 12:29 PM EST - 3 days ago

Trump set to break the all-time federal debt record amid inflation battle

“Don't hold your breath,” for deficit reduction, says a Bank of America economist.


The Stock Market Is Getting Ahead of Itself on Inflation

Jan 17, 2025, 12:08 PM EST - 3 days ago

The Stock Market Is Getting Ahead of Itself on Inflation

The consumer price index rose 2.9% from a year ago in December. That's still far from the Fed's 2% goal.


Can The Bull Market Sustain Itself?

Jan 17, 2025, 12:03 PM EST - 3 days ago

Can The Bull Market Sustain Itself?

Getting into a richer data-driven environment with recent earnings. The potential TikTok ban and its implications highlight the intersection of tech policy and government intervention, with broader im...


L&G: Fed to cut later in the year; Trump 2.0 to be inflationary

Jan 17, 2025, 12:00 PM EST - 3 days ago

L&G: Fed to cut later in the year; Trump 2.0 to be inflationary

Ben Bennett, Asia Head of Investment Strategy from L&G Asset Management anticipates the Federal Reserve to continue cutting rates later this year, and he also discusses inflation concerns alongside po...


Tuchman: "Reactive" Market Hinges Too Much on Fed, Now Buying Back What it Sold

Jan 17, 2025, 11:50 AM EST - 3 days ago

Tuchman: "Reactive" Market Hinges Too Much on Fed, Now Buying Back What it Sold

Peter Tuchman, the "Einstein of Wall Street," says "we're in a new market" that reacts quickly to harsh news. He points to today's rally in tech, communications and consumer discretionary sectors to s...


Trump and Biden's stock market returns compared

Jan 17, 2025, 10:49 AM EST - 3 days ago

Trump and Biden's stock market returns compared

Wall Street expects that President-elect Donald Trump's pro-business administration may boost returns in sectors such as energy (XLE) and financials (XLF), but historical performance under both Trump ...


Trump's economy: Markets, tariffs, and energy

Jan 17, 2025, 10:40 AM EST - 3 days ago

Trump's economy: Markets, tariffs, and energy

With President-elect Donald Trump set to be re-sworn into the White House this Monday, what kind of economic policy can Americans expect from his administration on Day One? Yahoo Finance senior column...


Mayar Capital Q3 2024 Letter To Partners

Jan 17, 2025, 10:07 AM EST - 3 days ago

Mayar Capital Q3 2024 Letter To Partners

Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. The Mayar Responsible Global Equity Fund has seen a net increase of 7.72% over th...


SPX Bolsters Strong Open, Expect "Fireworks" Near End of Trading Day

Jan 17, 2025, 10:06 AM EST - 3 days ago

SPX Bolsters Strong Open, Expect "Fireworks" Near End of Trading Day

The index crossed the $6,000 mark to open the last trading day before an extended weekend. Kevin Green notes bullish trends but warns it's not "all clear" yet.


The Fed has been cutting interest rates, but they're still rising. Here's why

Jan 17, 2025, 9:21 AM EST - 3 days ago

The Fed has been cutting interest rates, but they're still rising. Here's why

What's shaking Wall Street seems so backwards.Swings in the bond market recently sent the yield on the 10-year Treasury above 4.80% and its highest level since 2023. That's injected nervousness into t...


Tech is now betting on AI ‘agents.' Will they boost stocks or take your job?

Jan 17, 2025, 9:15 AM EST - 3 days ago

Tech is now betting on AI ‘agents.' Will they boost stocks or take your job?

Software companies like Salesforce are marketing their newest generative artificial-intelligence products as “agents” and “digital labor” — but analysts doubt agentic AI's ability to take jobs or make...


Fundamentals And Sentiment Are Bullish

Jan 17, 2025, 9:06 AM EST - 3 days ago

Fundamentals And Sentiment Are Bullish

Market indexes pulled back slightly after Wednesday's surge, driven by a 4% drop in Apple due to losing market share in China. Retail sales rose 0.4% in December, with the control group up 0.7%, indic...


This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.

Jan 17, 2025, 9:01 AM EST - 3 days ago

This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.

Volatility trader and founder of Kai Volatility Cem Karsan believes the Fed could provoke a sharp stock fall if it's not careful.


U.S. economy poised to lead the global pack in 2025, IMF says. Here's why.

Jan 17, 2025, 9:01 AM EST - 3 days ago

U.S. economy poised to lead the global pack in 2025, IMF says. Here's why.

The U.S. economy has separated itself from the global pack — and its lead could widen in the new year.


U.S. December Housing Data Reflects Mixed Signals for Construction Sector

Jan 17, 2025, 8:46 AM EST - 3 days ago

U.S. December Housing Data Reflects Mixed Signals for Construction Sector

Housing starts surged 15.8% in December, beating forecasts, while permits rose modestly. Builders signal optimism as completions slow.


Two Wall Street bank CEOs remain cautious on the economy. Here's why.

Jan 17, 2025, 8:33 AM EST - 3 days ago

Two Wall Street bank CEOs remain cautious on the economy. Here's why.

Inflation worries remain despite strong earnings as JPMorgan Chase's Jamie Dimon and David Solomon of Goldman Sachs weigh risks.


SP500: Trump's Day One Game Plan

Jan 17, 2025, 7:49 AM EST - 3 days ago

SP500: Trump's Day One Game Plan

The market is facing a volatile event on January 20th with the Day One of the Trump Administration - and the risk is to the downside. The risk is higher inflation if Trump invokes the International Em...


A stock market sell signal's been turned off. The market's more sober.

Jan 17, 2025, 7:45 AM EST - 3 days ago

A stock market sell signal's been turned off. The market's more sober.

Fund-manager cash levels are rising, one of a number of indicators showing that last year's frothy market conditions have subsided and that sentiment has become more sober, Bank of America strategists...


10-year Treasury note yield falls, continuing retreat from 14-month high

Jan 17, 2025, 7:39 AM EST - 3 days ago

10-year Treasury note yield falls, continuing retreat from 14-month high

U.S. Treasury yields continued to slide on Friday as investors awaited housing data.


Evan: Business leaders are showing increased confidence in the stock market.

Jan 17, 2025, 7:32 AM EST - 3 days ago

Evan: Business leaders are showing increased confidence in the stock market.

Elizabeth Evans, Managing Partner at Evans May Wealth, discusses the current market sentiment and investment strategies. She notes that business leaders and retail clients are showing increased confid...


RBC: Despite a strong 2025, an inflation rebound could derail banking revenues

Jan 17, 2025, 7:30 AM EST - 3 days ago

RBC: Despite a strong 2025, an inflation rebound could derail banking revenues

Gerard Cassidy, Head of U.S. Bank Equity Strategy from RBC Capital Markets discusses the company's positive revenue growth, while highlighting risks that could potentially derail bank stocks.


Abner: The best way to address volatility is to spread out your exposure

Jan 17, 2025, 7:10 AM EST - 3 days ago

Abner: The best way to address volatility is to spread out your exposure

David Abner, Head of Global ETFs & Funds at Northern Trust Asset Management, discusses market inflows amidst volatility. He notes that despite recent swings, the market is up 1% for the year, with inf...


Very positive on small caps over the long term, says Needham's Chris Retzler

Jan 17, 2025, 7:08 AM EST - 3 days ago

Very positive on small caps over the long term, says Needham's Chris Retzler

Chris Retzler, Needham Small Cap Growth Fund portfolio manager, joins 'Squawk Box' to discuss the challenges and opportunities ahead for small caps, impact of the Fed's interest rate decisions, latest...


Expectations of cuts from BOK will keep bond yields down: Portfolio manager

Jan 17, 2025, 7:07 AM EST - 3 days ago

Expectations of cuts from BOK will keep bond yields down: Portfolio manager

Dayeon Hong, multi-asset portfolio manager at Shinhan Asset Management Asia, says although the Bank of Korea held rates in a surprise move, bond yields will remain "pinned down," as expectations of a ...


Treasury yields mostly lower; Morgan Stanley recommends 5-year note based on this contrarian call

Jan 17, 2025, 6:42 AM EST - 3 days ago

Treasury yields mostly lower; Morgan Stanley recommends 5-year note based on this contrarian call

U.S. Treasury bond yields were mostly pointing to a fourth day of declines, with disappointing U.K. economic data helping to extend this week's decline.


The bull market faces a Trump ‘reality check' next week, says this strategist. Here's the trade to make.

Jan 17, 2025, 6:30 AM EST - 3 days ago

The bull market faces a Trump ‘reality check' next week, says this strategist. Here's the trade to make.

Stocks are very vulnerable to news of harsher-than-hoped-for tariffs


Morning Bid: Waller and Bessent help peg back Treasury yields

Jan 17, 2025, 6:16 AM EST - 3 days ago

Morning Bid: Waller and Bessent help peg back Treasury yields

A look at the day ahead in U.S. and global markets from Mike Dolan


Wall Street banks sense opportunity for looser capital rules as Trump ushers in new era

Jan 17, 2025, 6:08 AM EST - 3 days ago

Wall Street banks sense opportunity for looser capital rules as Trump ushers in new era

Emboldened by a friendlier incoming Trump administration and their success last year in weakening draft capital hikes, big U.S. banks plan to push to overhaul other U.S. capital rules, according to in...


When market concentration bites. Europe's GRANOLAs offer a lesson for U.S. investors, says Goldman.

Jan 17, 2025, 5:43 AM EST - 3 days ago

When market concentration bites. Europe's GRANOLAs offer a lesson for U.S. investors, says Goldman.

Europe's cream of the crop stocks have fallen on some tough times, and for U.S. investors, the lesson is clear, says Goldman Sachs.


Data Centre Growth To Drive U.S. Energy Policy And Continued Clean Energy Deployment

Jan 17, 2025, 5:40 AM EST - 3 days ago

Data Centre Growth To Drive U.S. Energy Policy And Continued Clean Energy Deployment

The rapid expansion of data centres, fueled by digitalisation and the adoption of artificial intelligence, is poised to supercharge power demand growth, posing major energy challenges for the new admi...


The Future Of AI: How Nvidia's Vision Is Shaping Our World

Jan 17, 2025, 5:30 AM EST - 3 days ago

The Future Of AI: How Nvidia's Vision Is Shaping Our World

At CES 2025, Nvidia CEO Jensen Huang unveiled a transformative vision for AI, highlighting its potential to redefine industries through innovations like generative AI, agentic systems and pioneering p...


AI Agents Can Help Your Company And The Economy—Eventually

Jan 17, 2025, 4:30 AM EST - 3 days ago

AI Agents Can Help Your Company And The Economy—Eventually

AI agents “will come of age in 2025” writes AI futurist Steve Brown. But another AI expert, Tobias Zwingmann, argues that this year “the growing adoption of AI agents won't deliver the productivity ga...


Investors In Australia's Biggest Banks Face Muted 2025 After Strong Gains

Jan 17, 2025, 3:45 AM EST - 3 days ago

Investors In Australia's Biggest Banks Face Muted 2025 After Strong Gains

Shares of Australia's largest banks face a subdued outlook in 2025 amid slowing economic growth and anticipated interest rate cuts. The robust stock gains of Australia's four biggest banks contrasted ...


The Market Has Undergone A Necessary Reset Of Investor Sentiment

Jan 17, 2025, 1:10 AM EST - 4 days ago

The Market Has Undergone A Necessary Reset Of Investor Sentiment

Markets often react contrary to widespread expectations; Trump's 2024 victory was largely priced in, leading to sideways trading and corrections. Excessive optimism post-election and the Fed's reduced...


Ready for Trade War 2.0? Markets Might Not Be.

Jan 17, 2025, 12:01 AM EST - 4 days ago

Ready for Trade War 2.0? Markets Might Not Be.

Markets might not be fully prepared for the potential fallout for Trump's proposed tariffs.


Rand Paul slams ‘ridiculous notion' about inflation

Jan 16, 2025, 11:30 PM EST - 4 days ago

Rand Paul slams ‘ridiculous notion' about inflation

Sen. Rand Paul, R-Ky., reacts to Trump OMB director nominee Russ Vought's confirmation hearing on 'Kudlow.