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Trump trade rep says new 100% tariff on China depends on Beijing's next move

SPY could face increased volatility in the near term amid renewed political risks from U.S.–China trade tensions, with tail risk being particularly concerning. Trump's 100% tariff threat on China seems more like a political move, and it will likely lead to a deadline extension instead of escalating into a full-blown trade war.

What is the golden era of tech investing, and are we still in it? How technology returns have changed over the different eras of tech innovation.

Billionaire Paul Tudor Jones expects the Nasdaq to be higher at year end and he thinks the Federal Reserve benchmark rate will be around 2.5% by this time next year. He speaks on "Bloomberg Open Interest.

Traders on Kalshi and Polymarket are betting the federal government shutdown will extend into next month, with 65% expecting it to last until Oct. 31.
Younger Americans are walking away from screens and rediscovering the physical world.

When it comes to preventing financial fraud, many experts optimistically predicted that AI would serve as the “silver bullet” that could halt bad actors who aim to exploit financial institutions and businesses alike. The inclination is understandable; computers could outsmart humans trying to pull scams and catch them, all without the added layer of a perpetual risk of human error.
Erika Najarian, UBS senior equity research analyst and managing director, joins CNBC's 'Squawk on the Street' to discuss her reaction to bank earnings.

@CharlesSchwab's Nathan Peterson says Friday's sell-off was brought by investors forgetting about the tariff picture, with a resurgence giving investors an excuse to sell. He urges traders to watch key SPX metrics and "deteriorating" A.I.

Trump's threat to impose 100% tariffs roiled markets Friday, and clearly, if implemented, would send stocks much lower. But this may also be the last salvo before a final deal is worked out.
Global AI spending is projected to reach $375 billion in 2025 and $500 billion by 2026, fueling GDP growth and market optimism. Economists warn that without AI-driven investment, the U.S. may already be in a recession, raising concerns about economic dependency.

The Cboe Group's VIX index is at its highest since early May.

Kevin Green analyzes the moves investors saw at the start of Tuesday's trading session, noting a broadening market that's weighed down by Big Tech selling. He talks about navigating the current market environment as the VIX lingers over the 20 level.
I strongly believe the selloff could be short-lived, and I expect the broader indices to be back at all-time highs in the next few weeks. I believe the recent Chinese export controls on rare earth elements are likely a negotiation tactic and have limited impact on semiconductor-driven U.S. tech stocks.

The stock market is showing signs of excessive risk-taking, frothy valuations, and investor complacency, suggesting a dangerous environment for heavily invested participants. Key risks include extreme market concentration in mega-cap tech stocks like NVDA, record-high margin debt, and growing instability in private credit and crypto markets.

Global markets are getting too comfortable with risks like trade wars, geopolitical tensions and yawning government deficits, which, combined with already overpriced assets, increase the chance of a "disorderly" market correction, the International Monetary Fund said on Tuesday.
Volatility spikes as Nasdaq and S&P500 retreat on China trade tensions. Tech stocks drop sharply, raising concern over the short-term stock market outlook.
Why the current AI boom shouldn't be compared with the environments seen in the late 1990s and late 2000s.

Government bond markets also under increasing pressure, says Global Financial Stability Report

Morning Brief anchor Julie Hyman breaks down the latest market moves for October 14, 2025. It was a big quarter for banks and financial stocks so far, with JPMorgan Chase, Goldman Sachs, Citigroup, BlackRock, and Wells Fargo reporting earnings.