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...
AI Billions and the Boldness Wall Street Demands As the giants of Big Tech prepare to reveal their quarterly earnings this week, one undeniable fact looms large: despite a staggering $300 billion investment in artificial intelligence, Wall Street remains restless and unfulfilled. Giants like Microsoft, Meta, Amazon, and Apple are...
Welcome to this week's edition of The Market Pulse, your trusted source for dissecting the latest market trends and economic shifts. This week, we delve into the implications of a potential Trump 2.0 presidency and its expected impact on the investment landscape. The political horizon is once again abuzz with...
Rally or Reversal? CPI Holds the Answer As 2024 winds down, the markets are buzzing with optimism. Stocks are climbing, cryptocurrencies are soaring, and even the Federal Reserve seems poised to ease the reins on interest rates. But don’t get too comfortable just yet—the November Consumer Price Index (CPI) report,...
A Stagflation Storm? As we dive into August, the market's pulse is quickening with anticipation. The latest inflation data is set to be released, and all eyes are on the Consumer Price Index (CPI) report for July. Expectations are mixed, with some predicting a modest uptick while others warn of...
Data Blackout: When the Fed Loses Its Compass When the world’s most influential central bank is flying blind, investors start reaching for their own maps. With the U.S. government shutdown halting critical releases from the Bureau of Labor Statistics and CPI reports, the Federal Reserve is left making policy decisions...
When Missiles Shake Markets This week, investors woke not to coffee and spreadsheets, but to a flurry of missiles and market meltdowns. The sudden launch of Israel's Operation Rising Lion, a targeted assault on Iran's nuclear ambitions, didn’t just rattle the region. It jolted global markets into a new paradigm...
The Rally Everyone Loves Until It Blinks Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh records, economic data is looking tame enough to keep the Fed at bay, and investors are basking in the glow of what feels like a...
Are We in for More Record Highs—or a Reality Check? Welcome to this week's Market Pulse, where the numbers don’t lie—but they sure do make you think! With the S&P 500 hitting a jaw-dropping 47 record highs in 2024, investors are feeling a mix of optimism and nerves. While the...
Markets Cool as Rates Rise and Powell Speaks After the post-election rally set U.S. stocks soaring, the market hit a speed bump last week. Federal Reserve Chair Jerome Powell reminded investors on Thursday that rate cuts aren’t a given, injecting caution into a market that had been buoyant since Donald...