US Markets Wrap: Ignore the Noise - How to Trade the Midterms and Overvalued Tech

US Markets Wrap: Ignore the Noise - How to Tr...

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US Markets Wrap: Oil Shock Meets AI Reality Check

Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, ...  Show more

US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble

The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities ...  Show more

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In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning reco ...  Show more

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