The Fed Is Putting the Stock Market on Track for A Rare Achievement

FirstFT: Stock investors flee emerging markets as Trump threatens tariffs

Also in today’s newsletter, Gaza deal ‘could come at any time’ and South Korea’s president arrested

Financial Times - 18m

The stock market’s ‘Trump bump’ will be back. Just be patient.

The stock market’s rough 2025 start should smooth out after the presidential inauguration.

MarketWatch - 19h

Wall Street stocks waver after robust US data puts brake on rate cut bets

Treasury yields rise to highest level since late 2023

Financial Times - 1d

Stock-market investors are getting nervous about this bond-market move that’s only happened twice in over 40 years

Stock-market investors are turning jittery over something which has apparently happened only two times in the bond market since the early 1980s: The 10-year Treasury yield has jumped by about as ...

MarketWatch - 2d

Here are the 8 things we're watching in the stock market in the week ahead

Inflation data and bank earnings will take center stage.

CNBC - 2d

US activist Weinstein wants to be ‘white knight’ of UK stock market

Saba Capital founder says aim of his firm’s campaign against seven investment trusts is a new strategy to help small investors

Financial Times - 3d

Tired market timers are just what stocks need to rally again

Be worried when timers are stubbornly bullish after a big downturn.

MarketWatch - 3d

The stock market has one more chance to fight off the bears

Another S&P 500 close below 5,870 would signal more downside for the index. Plus, Amazon looks weak.

MarketWatch - 3d

Stock market plunges after better-than-expected December jobs report

The Labor Department reported Friday that 265,000 jobs were added to the U.S. economy in December, which was roughly 100,000 more than expected. The unemployment rate also fell to 4.1%. CBS News ...

CBS News - 4d

Putting some perspective on Britain’s bad markets week

At times like these, it’s worth remembering just how bad Kwasi Kwarteng was as chancellor

Financial Times - 4d

Fed’s Collins says her concerns about labor-market fragility have decreased

The U.S. labor market remains healthy and the Federal Reserve can take a gradual and patient approach to future rate cuts, Boston Fed President Susan Collins said Thursday.

MarketWatch - 5d

‘We’re done’: owner of Walter White’s house in Breaking Bad puts it on market – for $4m

Modest family home in Albuquerque has a price tag fit for a meth kingpin – but owner Joanne Quintana warns buyers to prepare for hundreds of visitors a day. The modest suburban home used as Walter ...

The Guardian - 6d

Most Fed officials were worried about higher inflation, but not enough to put rate hikes on the table, minutes of December meeting show

“Almost all” Fed officials judged that the upside risks to inflation had increased, according to minutes of the Fed’s December meeting released Wednesday.

MarketWatch - 6d

We're buying more of a newer stock that is wisely pushing into a fast-growing market

We first added the company to our portfolio in October.

CNBC - 6d

Apple’s ‘decidedly unattractive’ outlook sparks rare bearish call on the stock

An analyst says Apple’s stock price bakes in only good news, but he sees more than 20% downside as negative developments pile up.

MarketWatch - Jan. 8

Dozens of lawmakers beat stock market in 2024: Report

The stock portfolios of more than two dozen lawmakers once again outperformed the market as bans on congressional stock trading stalled, according to a new report from the trading trackers at ...

The Hill - Jan. 7

What a Wall Street analyst gets wrong about Apple in rare sell call on the stock

MoffettNathanson downgraded shares of the iPhone maker to sell from hold Tuesday.

CNBC - Jan. 7

Is the US stock market in bubble territory?

Valuations might be frothy but don’t seem nutty

Financial Times - Jan. 7

Jim Cramer's top 10 things to watch in the stock market Tuesday

Wall Street was looking at a muted open Tuesday after the S&P 500 and the Nasdaq closed higher for a second straight session

CNBC - Jan. 7

The US stock market has never been more concentrated. Does it matter?

World’s biggest game of Jenga

Financial Times - Jan. 7

U.S. stocks dominated global markets in 2024 — why they likely won’t in 2025

The U.S. stock market remained the envy of the world in 2024, extending its outperformance against international peers and claiming an even bigger slice of the multitrillion-dollar global equity ...

MarketWatch - Jan. 7

Palantir has this rare distinction as Morgan Stanley says stock price is too high

Morgan Stanley assigned a new analyst to cover hot artificial intelligence stock Palantir Technologies, and the Wall Street firm joined the ranks forecasting worse times ahead for the stock.

MarketWatch - Jan. 7

Fed official delivers a blunt message to the stock market — which ignores it

Federal Reserve Gov. Lisa Cook gave one of the bluntest warnings an official at the central bank has ever delivered about the stock market.

MarketWatch - Jan. 6

Why bank stocks care that Michael Barr is stepping down as top Fed banking cop

As vice chair of supervision, Barr was leading the effort to raise capital requirements for banks.

MarketWatch - Jan. 6

Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It

Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.

Inc. - Jan. 6

Stock market manages strong start to 2025. But watch for these potential pitfalls.

Stock-market investors are just two days into the new year but managed to halt the slide that damped the end of a still stellar 2024.

MarketWatch - Jan. 5

Here are the 5 things we're watching in the stock market in the week ahead

Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.

CNBC - Jan. 5

How to handle a stock market downturn — without breaking down

Are you an optimist or a pessimist? Try this experiment.

MarketWatch - Jan. 4

Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025

Santa Claus was a no-show on Wall Street, but stock-market bulls may be able to take their lump of coal in stride if January gets the year off to a positive start.

MarketWatch - Jan. 4

Netflix’s stock is still a sell and looks ‘overvalued in a momentum market’

Netflix Inc.’s stock was flat Friday after Benchmark analysts reiterated their sell rating on the stock even as they raised their price target by 30%, arguing that it’s looking overvalued in a ...

MarketWatch - Jan. 3

A Stock Market Boom Could Arrive in 2025, According to History

The S&P 500 has turned negative only twice after an annual return of 20 percent or more.

Inc. - Jan. 3

The stock market has entered the danger zone. How one strategist recommends piloting around it.

The next few weeks are likely to be volatile, prompting more risk asset weakness

MarketWatch - Jan. 3

Jim Cramer's top 10 things to watch in the stock market Friday

Shipments from Tesla's Shanghai factory posted their first annual decline. A study on GLP-1 user behavior also caught my eye.

CNBC - Jan. 3

Britons have ‘lowest appetite’ for stock market investing in the G7

UK savers trail US and several European nations

Financial Times - Jan. 3

House speaker election looks tricky. It may spark doubts over ‘whether Congress can achieve anything market-friendly.’

The U.S. House of Representatives may again struggle to pick a speaker, and one veteran analyst is warning that a protracted election process wouldn’t bode well for market-moving matters that ...

MarketWatch - Jan. 3

Chinese stock market slump deepens with bond yields hitting record lows as PBOC reportedly signals rate cuts

Economic data on tap appeared thin on Friday, while investors in Asia continue to assess China's monetary easing policy, political chaos in South Korea.

CNBC - Jan. 3