Mixed earnings, mixed data, mixed sentiment.

US stocks failed to keep up with the European optimism on the back of rising bets that the Federal Reserve (Fed) could hike the interest rates to 6%. In fact, option traders are piling into bets that the US rates could peak at 6%. Plus, the surprise 50bp hike from Mexico’s Banxic ...  عرض المزيد

US equities fell yesterday on the back of two important factors: hawkish comments from the Federal Reserve (Fed) members, and the unexpected surge in the American used car prices. The S&P500 fell more than 1%, while Nasdaq slid around 1.80%. Inside Nasdaq, Google had a particular ...  عرض المزيد

The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 ...  عرض المزيد

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ...  عرض المزيد

Here we are, the last day and the last trading day of the year. It’s now been about two years that ChatGPT was launched and it’s been two years that the AI buzz pushed some US Big Tech companies to ... the sky, really. The consensus is that 2025 should be a good year, that the e ...  عرض المزيد