As Trump’s tariffs grip markets, a key indicator flashes a warning for bullish investors

• Investors wade into bank debt as tariffs bite and key bank regulator is replaced

  Bank bond spreads against U.S. Treasurys widened and money flowed into most debt issued by major banks on Monday, in a sign that Wall Street is wading into the sector on the heels of President ...
  
  MarketWatch - 20h
• 

  Trump tariff moves rattle markets

  Markets slipped Friday as President Trump prepares to implement steep import taxes on top U.S. trading partners Saturday. The S&P 500 closed 0.5 percent below open, and the Dow Jones Industrial ...
  
  The Hill - 3d
• 

  The Bond Market Is Flashing a Warning about Trump Tariff and Spending Plans

  Fears of inflation and more debt are already making borrowing more expensive.
  
  The New York Times - 5d

• Retail investors may think tech stocks are overvalued, but they’re still bullish

  The stock market just had two strong back-to-back years. While some retail investors are starting to get wary, many are still feeling bullish.
  
  MarketWatch - Jan. 27

• Ivanka Trump warns investors that meme token bearing her name is fake

  Ivanka Trump posted on social media site X on Thursday that a meme coin with her name on it is not real.
  
  CNBC - Jan. 23

• CEOs are saying they back Trump’s policies — but this stock-market indicator suggests otherwise

  Corporate insiders are more bearish than they’ve been in over a decade.
  
  MarketWatch - Jan. 22
• 

  Investors cautious as Trump signals new tariffs

  The US president said he is considering imposing new tariffs on Canada and Mexico from 1 February.
  
  BBC News - Jan. 21

• Who is right about ‘Maganomics’: bearish economists or bullish investors?

  Equity market optimism about president-elect’s impact contrasts with warnings over hit to GDP growth
  
  Financial Times - Jan. 10

• Why investors should watch the dollar as markets make sense of Trump’s tariff plans

  It had seemed like nothing could stop the U.S. dollar from marching higher. Then a headline about President-elect Donald Trump’s tariff plans landed in traders’ newsfeeds, and suddenly all bets ...
  
  MarketWatch - Jan. 8

More from MarketWatch

• Trump, tariffs and your 401(k) — why it’s time to diversify

  Putting all your eggs in one basket is an especially bad idea now.
  
  MarketWatch - 39m

• People who make under $130,000 were already cutting back. Trump’s trade war will tighten the squeeze.

  Middle-income households are feeling financially stressed and negative about their financial outlook, and many are cutting spending for 2025.
  
  MarketWatch - 46m

• Job openings fall close to 4-year low. Finding work gets harder.

  It’s gotten harder for the unemployed to find work. Job openings in the U.S. fell at the end of 2024 to the second-lowest level since the end of the pandemic
  
  MarketWatch - 47m

• 10-, 30-year yields rise as China’s tariff retaliation adds to inflation concerns

  Yields on long-dated U.S. government debt inched higher Tuesday morning amid fears about the possible inflationary impact of a trade war between the U.S. and China.
  
  MarketWatch - 49m

• Merck’s struggles with HPV vaccine send stock to worst selloff in almost 17 years

  Merck’s stock tumbled early Tuesday, after the drug company’s softer-than-expected guidance for the current year offset better-than-expected fourth-quarter earnings.
  
  MarketWatch - 52m

More in Business

• Job openings decline sharply in December to 7.6 million, below forecast

  Openings slid in December while hiring, voluntary quits and layoffs held steady, the Labor Department reported Tuesday.
  
  CNBC - 11m
• 

  Grammy Awards Audience Drops 9%

  The awards show drew 15.4 million people this year, down from nearly 17 million last year.
  
  The New York Times - 14m

• Spotify shares pop 10% after company reports first profitable year

  The music streaming company said it paid a record $10 billion in royalties to the music industry in 2024.
  
  CNBC - 18m

• Ferrari shares pop 8% as luxury carmaker sees further earnings growth in 2025

  Luxury carmaker Ferrari on Tuesday reported a significant upswing in full-year net profit, citing a strong product mix and growing demand for personalization.
  
  CNBC - 20m

• Palantir soars 25% to record high as AI powers strong earnings and guidance

  Palantir surged more than 25% on robust fourth-quarter results and guidance.
  
  CNBC - 27m