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Beyond big tech: Finding opportunities in other sectors. Why the largest sectors are lagging.
If the State Street SPDR Blackstone Senior Loan ETF drops much further, the broader market could take a hard tumble, too.
Nvidia Corporation sold off despite strong earnings, signaling potential market exhaustion and elevated downside risks for the S&P 500 and Mega Cap 7 stocks. Operation Epic Fury and macro headwinds—including yen carry trade unwind, weakening dollar, and high CAPE ratio—raise the probability of a significant market correction.
Mortgage rates and more will be vulnerable to the surge in the 10-year Treasury yield.
By the end of 2025, the US equity market was narrower for longer than during the Technology Bubble. One might think that an extreme market for such a long time might result in some strange valuations and interesting investment opportunities, and it indeed has.
After 9 months of unrelenting gains, the market did the unthinkable in February - it declined in value. For the month of February, the S&P 500 TR Index logged a modest -.75% loss and intra-month volatility ticked up as well.
Four Wall Street experts make their case for why investors should take advantage of the jolt of volatility from this weekend's attack.
The AI Revolution, driven by massive capex from hyperscalers like AMZN, MSFT, GOOG, and META, has propelled equities to historically high valuations. Unlike the Internet Boom, AI infrastructure—especially GPUs—faces rapid obsolescence, with real useful lives likely far shorter than current depreciation schedules suggest.
Stocks turn positive in midday trading as oil prices come off session highs.
After a volatile 2025, the job market has started 2026 with some much-needed strength. U.S. employers added a surprisingly strong 130,000 jobs in December (see the chart), topping expectations of just 75,000 new jobs and pushing the unemployment rate down to 4.3% from 4.4%.
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Implied volatilities are up across asset classes following the US/Israeli strikes on Iran over the weekend, as the conflict escalated in the region. The VIX® index is up almost 4 pts this morning, outperforming the sell-off in S&P futures (-1.1%).
So far Iran's efforts to damage oil infrastructure have done modest damage.
Sanjay Jhamna, JPMorgan Chase's global head of credit trading, says generative AI is already impacting private credit during an interview with Lisa Abramowicz at the bank's annual leveraged-finance conference in Miami. -------- More on Bloomberg Television and Markets Like this video?
Catherine O'Donnell, head of leveraged finance for North America at JPMorgan Chase & Co., says she expects to see a pickup in M&A activity this year. She speaks to Lisa Abramowicz at the JPM Leveraged Finance Conference in Miami Beach.
The escalating U.S.-Iran conflict has triggered a sharp surge in oil and gas prices, raising global inflationary risks. Strait of Hormuz disruptions and targeted attacks on energy infrastructure threaten worldwide energy supply chains and market stability.
On Saturday morning, there was news that the U.S. had reached an impasse with Iran in recent nuclear weapons negotiations and both the U.S. and Israel initiated strikes on Iran. For investors, a question arises about the impact this event will have on equity markets and the economy.
Energy has outperformed the broader indexes as oil prices have rallied since the start of the year. The rotation out of tech was secondary to the run, in my view.
U.S. factory activity expanded in February for the second straight month as new orders and production continued to grow, a survey of manufacturing firms said
U.S. stocks traded lower this morning, with the Dow Jones index falling around 150 points on Monday.