What Global Fund Managers Expect on the Stock Market, Fed and Recession in 2025: ‘Long stocks, Short Everything Else’

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  How to watch the 2025 SAG Awards and everything else you need to know

  The 2025 SAG Awards are almost here. From how to watch the ceremony to who's nominated, here's everything you need to know about the show.
  
  Los Angeles Times - 8h

• The stock market is trying to break out — but the bulls can’t catch a break

  S&P 500 is stuck in a trading range.
  
  MarketWatch - 6h

• Tech stocks seem to have ended their ‘difficult relationship’ with the bond market

  At least for now, U.S. large-cap technology and growth stocks appear “free of their difficult relationship with long-term yields,” according to DataTrek Research.
  
  MarketWatch - 5h

• Your retirement savings are at risk in a clearly insane stock market

  Fund managers admit they’re buying overvalued stocks.
  
  MarketWatch - 4h
• 

  UK budget surplus for January falls short of expectations

  Figures come as chancellor Rachel Reeves struggles to keep her Budget plans on track
  
  Financial Times - 24m
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  Stocks tumble as Walmart sales growth forecast disappoints

  Stocks tumbled from all-time highs Thursday in the wake of Walmart projecting a lower-than-expected sales outlook.
  
  NBC News - 11h

• These are the factors weighing on Block’s stock after earnings

  Block expects accelerating growth as the year goes on, but investors may have wanted more from the company’s overall gross-profit outlook.
  
  MarketWatch - 7h

• Rivian hits a milestone, but its stock reaction is muted

  Rivian Automotive Inc. makes good on its promise to get to its first quarterly gross profit and blows past Wall Street estimates for its sales.
  
  MarketWatch - 7h

• Trump’s Rift With Europe Adds Fuel to a Rally in Defense Stocks

  A flurry of trading has helped push the Pan-European Stoxx 600 index to a record high as investors expect Europe’s governments to increase military spending.
  
  The New York Times - 2d
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  Oz, Trump’s Medicare Nominee, Pledges to Divest Interests in Health Care Stocks

  The celebrity doctor said he would divest from his interests in many drug, medical and insurance companies, worth millions of dollars.
  
  The New York Times - 1d

More from Inc.

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  Canada Just Beat the United States in Hockey. What the NHL Players Did Afterward Was Inspiring

  In business and in life: What’s your equivalent of the post-game handshake?
  
  Inc. - 2h
• 

  6,000 IRS Employees Fired in Latest Round of Trump Cuts

  Labor unions have sued to try to stop the mass firings, but this ruling has allowed them.
  
  Inc. - 4h
• 

  Court Approves $795 Million Debt Deal for Spirit Airlines

  A U.S. Bankruptcy Judge approved the Spirit Airlines’ restructuring proposal.
  
  Inc. - 4h

• Trump’s Plan to Kill Social Security Benefit Tax Could Accelerate Its Insolvency

  Social security is already in danger. President Trump’s plan to get rid of income taxes on the benefit won’t save it. In fact, it’ll probably do the opposite.
  
  Inc. - 8h
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  Fed Flags Rising Inflation Risks and Rising Uncertainty About Trump’s Policies

  Rates cuts are still on the menu, but like many businesses, Fed officials are having a tough time judging the impact of Trump’s tariff and immigration plans.
  
  Inc. - 9h

More in Business

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  Four banks fined by UK regulator over gilt information sharing

  Citi, HSBC, Morgan Stanley and Royal Bank of Canada agree to pay over £100mn
  
  Financial Times - 14m

• Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers

  DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing trade war with U.S.
  
  CNBC - 17m

• Nissan stock surges on report it’s seeking Tesla deal. How the odd pairing could work.

  What ailing Japanese automaker Nissan could have that Tesla would want.
  
  MarketWatch - 19m
• 

  UK budget surplus for January falls short of expectations

  Figures come as chancellor Rachel Reeves struggles to keep her Budget plans on track
  
  Financial Times - 24m

• Alibaba shares soar nearly 15% after stellar earnings as China's e-commerce sector recovers

  Alibaba has been making 'significant strides' in advancing its AI cloud business after launching its Qwen 2.5-Max flagship AI foundation model, Barclays wrote in a note.
  
  CNBC - 44m