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

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Economists Are in the Wilderness. Can They Find a Way Back to Influence?

Economists have long helped to shape policy on issues like taxes and health care. But flawed forecasts and arcane language have cost them credibility.
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Goldman Sachs chief economist Jan Hatzius is bullish on the outlook for the U.S. economy, in large part because he doubts Donald Trump’s incoming administration will be able to make good on its ...
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Alexander Smirnov had pleaded guilty to lying to the FBI about a phony bribery scheme that prosecutors say was an effort to influence the 2020 election.
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‘The ChatGPT moment for robotics is coming,’ Huang said. Here’s why.
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10 stocks making best use of investors’ money. Here’s who beats Nvidia.

A company’s return on average assets sheds light on how well its management team has allocated investors’ money.
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Xi Jinping Muzzles Chinese Economist Who Dared to Doubt GDP Numbers

Gao Shanwen questioned Beijing’s ability to boost its economy as threats loom from a property meltdown and burgeoning debt.
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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.
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Western investors ‘stupid’ to shun arms industry, says Nato official

Rob Bauer calls on banks, pension funds and rating agencies to change outdated policies in face of rising threats
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Indian investors rush into highly valued defence stocks

Asset managers have launched specialist funds as push for domestic armaments sends share prices soaring
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Don't make this investing mistake going into the Trump years, says strategist: 'A lot of investors who think this is easy' are wrong

You may have an idea which stocks will do well under the upcoming Trump administration. But a look at the data shows that the market often bucks expectations.
CNBC - 4d
Garland thinking about officers 'who still bear the scars' on Jan. 6 anniversary

Attorney General Merrick Garland commended the officers who respond to the Jan. 6, 2021, riot at the Capitol. “On this day, four years ago, police officers were brutally assaulted while bravely ...
The Hill - 4d
China rushes to reassure investors as equities and renminbi fall

CSI 300 down 4.2% this year and currency slides to 15-month low as Donald Trump’s return weighs on markets
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Who's hosting the 82nd Annual Golden Globes? All about Nikki Glaser.

Known for her brutally honest style, comedian Nikki Glaser takes the stage as host of the 2025 Golden Globe Awards tonight.
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ECB has been too slow to cut rates, Eurozone economists warn

Almost half of analysts polled by the FT accuse rate-setters of being ‘behind the curve’
Financial Times - 5d
What to expect in 2025 if economist forecasts are as bad as usual

Nobody has a crystal ball, and that’s demonstrated every year when Wall Street’s professionals hazard a guess on what to expect for the following year.
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German leader is more worried about Musk's backing of a far-right party than his insults

German Chancellor Olaf Scholz says he's staying “cool” against critical personal comments made by Elon Musk but finds it worrying that Musk makes the effort to get involved in Germany's general ...
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Investors can use these new services to branch out for good or bad in 2025

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This investor imagined the landscape in 2035. He expects U.S. stocks to struggle.

It’s one thing to try to forecast a decade of returns, though many firms including JPMorgan and Vanguard regularly produce such forecasts.
MarketWatch - 6d
‘That is Maganomics’: where Trump is taking America on trade

Maverick economist turned presidential adviser Peter Navarro has helped bring back a world in which power takes precedence over economic exchange. Will he prove his critics wrong?
Financial Times - 6d
What Car Sales Can Tell Us About the U.S. Auto Market Right Now

Demand for pickup trucks and hybrid vehicles helped automakers increase deliveries, but challenges loom for 2025.
The Wall Street Journal - Jan. 3
Economists Fear Trump’s Tariff Policies Will Harm U.S. Growth

A new survey finds a majority of economists fear protectionist plans by the President-elect will spark inflation and eventually undermine U.S. economic expansion.
Inc. - Jan. 3
Lululemon longtime bear is still telling investors to sell the stock

Lululemon Athletica Inc.’s stock slid 2.6% Thursday, after analyst firm Jefferies said it’s still recommending that investors sell the yoga-gear maker’s shares after they hit a second valuation ...
MarketWatch - Jan. 3
Tesla’s first-ever drop in sales is a bearish sign for 2025. Will autonomous vehicles be enough?

Tesla’s “golden goose” will be a robotaxi, one analyst says.
MarketWatch - Jan. 3
UK heading for tax rises despite return to growth, economists say

The FT’s annual poll forecasts better performance than France and Germany
Financial Times - Jan. 3
AARP’s AgeTech Investor Network is helping tech entrepreneurs target the aging population

AARP has started its AgeTech Investor Network, aimed at helping startups get off the ground in the AgeTech market.
VentureBeat - Jan. 2
What economists say about the UK’s outlook for 2025

Below are full responses to the FT’s annual survey about the British economy
Financial Times - Jan. 2
What we know about the New Orleans attacker who killed at least 14, injured dozens

The FBI revealed more details about Shamsud-Din Jabbar, the man who carried out a terrorist attack on New Year's Day in Louisiana, including apparent comments he made online and more about his days ...
CBS News - Jan. 2
FirstFT: Trump’s protectionist policies will hurt global growth, economists warn

Also in today’s newsletter, ‘terrorism’ in New Orleans and the business trends to watch in 2025
Financial Times - Jan. 2
Get your house in order, Europe — or face 'ongoing decline,' economists warn

Economists say the absence of growth, fiscal imbalances and political intransigence could lead to decline and a loss of standing for Europe as a whole.
CNBC - Jan. 2
Trump’s ‘Maganomics’ will hurt growth, economists tell FT polls

On both sides of Atlantic, most surveyed claim protectionist shift will overshadow benefits of other policies
Financial Times - Jan. 2
Activist investors give Japan a wake-up call

A critical mass of shareholder activists are forcing companies to adjust
Financial Times - Jan. 2
A quarter of a century on: what we got right and wrong about sport’s future

From VAR to the rise of women’s sport, the media’s finest were hit and miss in predicting how things would develop. Imagine tumbling back in time to 1 January, 2000. You pick up the 70p Saturday ...
The Guardian - Jan. 2
South Korean investors pile into US equities as domestic stock market languishes

Retail investors expect Trump rally to continue and Tesla is a favourite with Musk praising country’s ‘smart people’
Financial Times - Jan. 2
US investors in China venture funds race to comply with new tech rules

Financial institutions rush to secure assurances their money is not being used to develop Chinese technology
Financial Times - Jan. 1

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