加载中...
共找到 14,299 条相关资讯
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.
Student loan debt has surged to a record $1.65 trillion, now comprising 30% of non-mortgage consumer debt. Serious delinquencies (90+ days) spiked to 14.3% in Q3 '25, driven by the end of pandemic-era payment pauses.
Nikkei pulls back from recent highs as holiday liquidity thins and positioning turns cautious. Broader uptrend remains intact with price holding above key moving averages.
I expect the S&P 500 to finish 2026 at 8,200, driven by AI monetization, easing financial conditions, resilient economic growth, and improving investor risk appetite. Years of capital investment in artificial intelligence should begin translating into measurable earnings and cash flow growth across market leaders.
The pending home sales index, a leading indicator of house sales based on contract signings, rose 3.3% on month in November to 79.2.
While last week's stronger-than-expected GDP print offered optimism for the inflation fight, @CharlesSchwab's Cooper Howard doesn't see it moving the needle when it comes to interest rates. Cooper takes a look at the latest string of economic data and looks ahead to 2026.
The U.S. stock market's 2026 SPX price target is set at $7,700, reflecting optimism for precious metals and defense-related sectors amid recession risks. Gold and silver are expected to outperform, driven by safe-haven demand, central bank buying, and geopolitical tensions; gold could reach $5,000/oz, silver $87/oz.
2026 Market Outlook: Changing Regimes
The S&P 500 is set to end 2025 at $6,920, up ~16% for the year despite April's tariff-driven correction. Over two and three years, SPX has gained ~45% and ~80%, respectively, with nearly 300% growth over the past decade.
Consensus market expectations for 2026 look to be mystifyingly optimistic. There are numerous easily recognizable reasons for investors to be fearful.
Restaurant stocks can outperform the S&P, but only select operators with scale, operational excellence, and strong value propositions consistently deliver superior returns. 2026 outlook is challenging: traffic is slowing, input costs—especially beef—are rising, and consumer sentiment is weakening, pressuring margins and limiting upside.
The price of silver fell Monday morning after hitting a record high amid a historic rally for precious metals this year, dropping more than 6% and retreating far from a high of more than $82 an ounce in early trading.
CNBC's "Squawk on the Street" team discusses the record run in financials and what investors should watch in 2026 with Gerard Cassidy of RBC Capital Markets.
U.S. stocks traded lower this morning, with the Dow Jones index falling more than 100 points on Monday.
The US initial public offering (IPO) market experienced a notable resurgence in 2025, with 336 offerings through mid-December, a 55% increase from 216 during the same period in 2024. Technology-led deals drove much of the activity, while consumer, industrials, and real estate sectors also contributed.
Although the S&P 500 has returned 19.3% so far this year, dozens of stocks are showing significant declines for 2025.
Higher-than-expected nominal GDP growth rates in the US & abroad can generate higher earnings growth; therefore, another strong performance for the S&P 500 in 2026. Gold prices saw a roughly 16x increase so far this century, greatly beating the S&P 500 index, which saw a roughly 5x increase for the same period.