Wall Street’s Biggest Bull Just Sounded the Alarm
The stock market has taken a sharp turn, prompting some of Wall Street’s biggest names to rethink their bullish bets. Ed Yardeni, a long-time optimist, now perceives a greater likelihood of a U.S. recession and even a potential flash crash. If you’ve...
Nine months of patience may finally pay off for investors
After nine months of relative quiet, the Federal Reserve might finally be ready to pull the trigger on a rate cut this September. Investors have already started pricing in an 85% chance of a 25 basis point reduction, and history...
Markets, yields, and the election—Barclays has a bold prediction.
With the U.S. elections just days away, analysts at Barclays are projecting a scenario of relative market calm in the aftermath, expecting a mild rally that could drive both bond yields and stock prices higher. Despite concerns of potential unrest, the...
As we dive into this week’s edition of The Market Pulse, the focus is squarely on the shifting dynamics of the market in response to Federal Reserve Chair Jerome Powell's recent Jackson Hole speech. After two years of anticipation, Powell signaled a potential pivot towards rate cuts—a move that...
Welcome to today's edition of The Market Pulse, your gateway to the latest trends and insights in the investment markets. This week has been a whirlwind in U.S. politics, with President Joe Biden bowing out of the 2024 presidential race and endorsing Vice President Kamala Harris as the Democratic...
The Pulse of Caution
The general feeling in the markets has certainly shifted. The broad optimism that defined the rally since April seems to be evaporating, replaced by a more hesitant and selective investor stance. That "buy everything" attitude is now facing significant headwinds, and last week's sharp downturn in...
Americans are experiencing a welcome relief at the gas pump this Thanksgiving, with gasoline prices showing a notable decline compared to earlier in the year.
This much-needed breather can be attributed to several factors, including a decrease in global crude oil prices, ample oil supplies, and reduced demand as the...
2025 Markets: Optimism Meets Reality Check
Welcome to 2025! The stock market has kicked off the new year with a mix of cautious optimism and lingering concerns. The first two trading days showed glimmers of resilience, with the S&P 500 up 1% and the Nasdaq notching its best opening since...
When Growth Slows and Prices Climb: The Markets’ Least Favorite Combo
Markets typically don’t flinch easily—but when Goldman Sachs begins whispering "stagflation" and adjusting S&P 500 forecasts, investors take notice.
As Q1 comes to a close, the S&P 500 is facing its worst quarter since mid-2022, and the outlook has become...
