加载中...
共找到 6,651 条相关资讯
The Investment Committee debate how to trade some of their stocks on the move.
Six months after “Liberation Day”, investors are positioning for asynchronous recoveries shaped by domestic policy, trade integration and technological competitiveness. We believe macro shifts and trade reordering have made country-level differentiation essential.
The Federal Reserve cut rates by 25 basis points at its October meeting. In the press conference after, Fed Chair Jerome Powell said that a cut at the December meeting was "not a foregone conclusion — far from it.
In his “60 Minutes” interview, the president said tariffs have pushed the stock market to record highs.
Want to hear something really scary?
David Rosenberg, founder and president of Rosenberg Research, joins CNBC's 'Money Movers' to discuss macro outlooks.
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag.
Eric Johnston, Cantor Fitzgerald chief equity and macro strategist, joins CNBC's 'Squawk on the Street' to discuss market outlooks.
Mark Zandi, Moody's Analytics chief economist, joins CNBC's 'Squawk on the Street' to discuss macro outlooks, how to make sense of the labor market without government data, and much more.
US equities are now in their fourth year of a powerful bull market, up more than 80% since 2022. Resilient earnings growth and a mixed-but-still-benign macro backdrop continue to support risk assets.
IREN Ltd (NASDAQ:IREN) and Cipher Mining Inc. (NASDAQ:CIFR) burst into the spotlight on Monday with multi-billion-dollar deals that are reshaping the AI infrastructure arms race.
“I'm really beginning to question whether or not we're gonna see any significant dollar losses from this juncture in,” says Jane Foley, head of FX strategy at Rabobank, as she offers her outlook on the US dollar.
The S&P 500 (SPY) is at risk of a major correction, with current highs driven by momentum and rate cut expectations rather than economic strength. Key warning signs include extreme overvaluation, record margin debt, narrow market breadth, and heavy concentration in mega-cap tech stocks like NVDA.
@CharlesSchwab's Liz Ann Sonders believes there's a strong case for the FOMC to pause interest rates in December. A near-record government shutdown and lack of inflation and jobs data are critical factors she sees hampering a data-dependent Fed.
Gold and equities are both rallying in 2025, defying historical norms, as persistent inflation drives investors toward multiple inflation hedges. Stubbornly high retail prices and a two-tier economy are fueling demand for gold, with smaller investors increasingly seeking safety in precious metals.
The S&P 500's Rule of 20 (R20) is at 34.73, signaling extreme overvaluation and bubble-like conditions versus historical norms. Higher R20 values historically correlate with lower future returns and increased risk of market losses, especially at current elevated levels.
CNBC's Rick Santelli joins 'Squawk on the Street' with the latest economic data to cross the tape.
Morgan Housel, Author, “The Art of Spending Money” highlights the biggest investment mistake you're probably making.
There's a lot to keep on the radar to start the week's trading action. Kevin Green begins with PMI and ISM Manufacturing data hitting the wire.
On the surface, consumer spending has proved durable as headline retail sales and credit data remain solid. Yet beneath those numbers, a different current is building, one showing that lower-income consumers are shifting where they're spending their wages.