The $16 Trillion Stock Rally

A tenuous ceasefire in the Middle East and a potential opening of the Strait of Hormuz pushed U.S. equity markets to all-time highs last week. But the damage from higher oil prices might’ve already been done, calling into question the strength of the global economy and the hopes ...  Show more

As ceasefire talks break down with Iran and oil prices spike again, investors face more uncertainty in an uncertain market. While this may feel temporary, investors may need to get used to a broader rewiring of the capital markets, according to Matt Bartolini of State Street Inve ...  Show more

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ...  Show more

Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ...

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 ...  Show more

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ...  Show more