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...
This week’s The Market Pulse dives right into a brewing market storm. Remember those rosy "soft landing" scenarios? Citigroup just threw a bucket of cold water on that optimism, predicting a hard economic landing instead. They even foresee a dramatic Fed reversal with multiple rate cuts this year –...
The Lights Are On, But What Do We See? Washington is back online, and the data printers are warming up after the longest government shutdown in history. For 43 days, it felt like economists were trying to navigate a blizzard without a map, relying on patchy private reports and squinting...
The Federal Reserve may be keeping interest rates steady this week, but trust us, the excitement is far from over. This is like a high-stakes poker game where the silence speaks volumes. This week's Market Pulse brings you a front-row seat to the action. We're unpacking the Fed's coy silence,...
In a surprise move that shocked global markets, Chile, which has about 40% of the world’s known lithium reserves, announced it was proposing a plan to nationaliize production of the rare earth metal - a key component in EV battery production. Almost immediately, lithium mining stocks nose-dived. Albemarle Corp (ABM)...
The Market Is Up. But Should You Be Nervous? If May taught investors anything, it’s that a market can climb even with turbulence rumbling underneath. With the S&P 500 chalking up its best month since November 2023, equities stormed into June flirting once again with record territory. But like a...
In just five short years, Huawei orchestrated one of the most rapid global expansions the world has ever seen. And without various US sanctions and pressure on other countries to shut it out, Huawei’s success would have been nearly limitless. Still, even in this intense atmosphere of a cold war...
The Fed, Stocks, and the Rocky Road Ahead As the dust settles on the Federal Reserve’s first interest rate cut since 2020, the stock market has found itself on a roller...wait, no rollercoasters here. Instead, we’ll say it’s on a narrow path with a few hairpin turns ahead. The Dow...
A full decade since the first retail stores fell victim to the inexorable march of ecommerce and Amazon Inc. (NASDAQ:AMZN), the retail apocalypse shows no signs of abating. The last decade has been brutal to the American retail industry, as countless traditional malls continue to shutter at record highs....
Real estate thought it was going to breeze through the pandemic while it watched travel, retail and service industries plunge into COVID uncertainty, and while the industry isn’t crumbling, a visible slowdown will have to prompt change. The Spring 2020 real estate shopping season was pretty much a wash. Newly...