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Neither valuation, leverage nor sentiment reflect ‘Bubble' behavior yet, in our view. Base Case: Further upside for US stocks, due to AI spending, an accommodative Fed, and no recession.
VettaFi's Head of Research Todd Rosenbluth discussed the biggest ETF-related takeaways for 2025 on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit VettaFi | ETF Trends.
For income-focused investors, a 10% dividend yield can be very attractive, but such high yields often signal significant underlying risk.
The Federal Reserve delivered a widely anticipated rate cut in December, signaling caution about growth risks while maintaining a “wait and see” stance. In the press conference following the decision, Chair Powell struck a more dovish tone than markets expected, emphasizing the risks of a weak labor market beyond what the underlying data indicated.
James Cakmak, Clockwise Capital, joins 'The Exchange' to talk his approach to tech trades in 2026 and why is is overweight Apple, Micron, and Broadcom.
Paul Christopher, Wells Fargo, joins 'The Exchange' to talk his 2026 investing playbook, including his approach to the AI trade.
On this episode of the Odd Lots podcast, Goldman Sachs' Jan Hatzius and Ben Snider join Tracy Alloway and Joe Weisenthal to discuss the impact of AI and tariffs on the economy in 2025 and how these factors will influence the real economy and stocks next year http://apple.co/4lTgFT6
Cathie Wood's ARK Invest firm outperformed the S&P 500 across its six main funds. Here are the stocks that contributed to the gains.
The Investment Committee size up the path for stocks as we close out 2025.
The US dollar heads into the final days of the year coming off of its worst week since June. Bloomberg's Skylar Montgomery Koning looks at the consensus trade for the dollar in 2026.
Jay Pelosky of TPW Advisory says "we are running the US economy hot." He thinks 2025 is just the beginning of a shift in global equities.
Wall Street's main indexes kicked off the final week of the year on a softer note on Monday, as heavyweight technology stocks retreated from last week's gains that had pushed the S&P 500 to record highs.
Shares of both Ultragenyx and Mereo BioPharma were seeing record selloffs after disappointing trial results for setrusumab.
The surge in bankruptcies is being driven by a toxic mix of stubborn cost pressures, tight credit and President Trump's aggressive trade policies.
I expect real estate, financials, and energy sectors to outperform in 2026 as prior underperformance and macro tailwinds set up favorable risk/reward. REITs should benefit from likely rate cuts, attractive yields, and forecasted FFO growth, with Welltower and American Tower leading on fundamentals.
US stocks edge lower today as traders lock in 2025 gains, with Fed minutes, sector moves, and tech stock weakness shaping sentiment across major US indices.
I maintain a Buy rating on the S&P 500 (SPY), but expect flat performance in 2026 with a 7,014 year-end target. Sector-focused strategies in industrials and basic materials, especially data center infrastructure and aerospace & defense, offer superior growth potential versus the broader index.
echnology megacaps weighed on US stock futures as traders pared risk at the start of the final week of 2025. Volatility gripped precious metals as silver retreated after hitting a record high.
Bank of America CEO Brian Moynihan is forecasting an easing of tariff-related tensions next year. Moynihad said during an interview Sunday (Dec. 28) with CBS News that he thinks the President Donald Trump administration will commit to “de-escalation, not escalation,” with an average of 15% tariffs.
Most investors spend their careers searching for a single magic formula. Know the right ratio.