加载中...
共找到 16,970 条相关资讯
JPMorgan has struck an optimistic note on the year ahead, arguing that the global backdrop is quietly shifting in favour of equities — though investors may need to brace for a bout of “travel and arrive” after this week's Federal Reserve meeting. Markets have already fully priced in a December rate cut, which the bank says leaves little room for upside in the immediate aftermath and raises the risk of some profit-taking into year-end.
The S&P 500, per my projection, is likely to reach 7,900 in 2026, assuming continued AI adoption and sustained investor optimism. Current AI infrastructure investments, though aggressive, are foundational and not indicative of a speculative bubble — returns are expected as AI monetization matures.
Stock-picking is no longer as alpha-friendly as in past decades due to the dominance of indexed investing, particularly in the S&P 500. I now prioritize ETF-based strategies, using a mix of offense (SPY) and defense (BIL), and limit individual stock selection to tactical, short-term opportunities.
Margin debt now stands at a record of more than $1.1 trillion, up nearly 40% on an annual basis. In recent years, not only has margin debt surged, but the “cost of carrying” that debt has also risen.
More than 280 new billionaires were minted this year, made richer in part by rising stocks and a return of IPO activity. The U.S. led the global billionaire increase, with 92 new self-made billionaires representing wealth of $180 billion, according to UBS.
Short-term interest rates are too high. This sets up an opportunity in 1-year Treasury bills.
US stocks stall in pre-market trade as traders await the Fed's rate cut forecast and outlook for 2026, with tech stocks and indices holding near record levels.
Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, why he's moving away from being overweight on Magnificent 7 stocks, sectors he's in favor of, the Fed's interest rate outlook, and more.
The top headlines that could drive today's trading.
U.S. stocks settled higher on Friday, with the Dow Jones index gaining over 100 points during the session supported by economic data that strengthened expectations of a Federal Reserve interest rate cut this week.
I do not believe the current market is a bubble; fundamentals remain strong, especially among leading S&P 500 companies. S&P 500 returns are likely to be subdued in coming years due to elevated valuations and limited margin expansion in Big Tech.
Hedge ratios remain fairly low, leaving investors vulnerable to any further falls in the dollar, according to the financial institution owned by 63 central banks.
The Federal Reserve's preferred measure of inflation changed little in September, likely easing the way to a widely expected interest rate cut by the central bank next week.
Markets expect final rate cut amid pressure from Trump as Jay Powell urges central bank to proceed with caution
Fed rate decision looms, Trump to outline economic policies, Netflix's Warner Bros. Discovery deal, and more news to start your day.
CNBC's Becky Quick reports on the 5 things to know on December 8, 2025.
Sylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the state of the economy, latest market trends, the Fed's interest rate outlook, 2026 forecast, and more.
‘Mornings With Maria' panel discusses Trump's renewed focus on high prices as his advisers push an economic reset ahead of a pivotal Pennsylvania appearance.
By Yoruk Bahceli, markets correspondent
The MoneyShow Charts of the Day shows that the iShares Transportation Average ETF (IYT) and the iShares Russell 2000 ETF (IWM) are really on the move. In the last month, IYT is up 5.4% and IWM is up 4.4%.