Why this strategist still says U.S. stocks should trade at a premium to China’s

• Why this Wall Street strategist says investors should stick with U.S. stocks despite recession fears

  Oppenheimer’s John Stoltzfus, the most bullish strategist on Wall Street with a target for the S&P 500 to hit 7,100 by the end of 2025, is standing firm, even as other strategists have cut their ...
  
  MarketWatch - 5d

• S&P 500 falls into correction territory as Trump’s trade war escalates. Here’s what history says could happen next.

  The sharp drawdown on the U.S. stock market picked up steam on Thursday, pushing the S&P 500 into correction territory.
  
  MarketWatch - 6d

• Another strategist chops his S&P 500 target — but for a different reason than the Goldman Sachs reduction

  Ed Yardeni fears a potential stagflationary impact even as keeps his earnings estimates unchanged.
  
  MarketWatch - 6d

• Wall Street begins to cut S&P 500 targets as tariff worries rock the stock market. Should investors be concerned?

  Only a few months into 2025, the sharp decline of the U.S. stock market has prompted some of Wall Street’s top forecasters to scale back their bullish predictions for the S&P 500.
  
  MarketWatch - 4d
• 

  What Slowdown? Xi Says China Must Win the Global Tech Race.

  Xi Jinping wants China to surpass rivals as a tech superpower, undeterred by economic woes or trade wars. Critics ask if this focus neglects struggling citizens.
  
  The New York Times - Mar. 11

• The Trump administration says this is a ‘healthy’ stock-market correction. Can the S&P 500 avoid a bear market?

  White House tariffs have some investors on edge that a trade war risks triggering a recession, potentially pushing U.S. stocks into a bear market after their recent correction.
  
  MarketWatch - 2d

• Trump 2.0 is leaving investors 'overwhelmed' — and strategists warn the volatility isn't over

  Global markets have seen choppy trade as investors react to the U.S. President’s tariff policies.
  
  CNBC - Mar. 7

• Stocks have fallen, but wait for these signals before deciding it’s time to buy

  S&P 500 is in a correction and buyers are scarce.
  
  MarketWatch - 4d

• China preparing for a protracted trade war with U.S.

  China announced retaliatory tariffs on U.S. agricultural products and targeted 25 American companies in response to the now 20% blanket tariffs President Trump placed on all Chinese goods. Anna ...
  
  CBS News - Mar. 9

More from MarketWatch

• Fed sees higher inflation and slower U.S. economy due to uncertainty tied to Trump tariffs

  Uncertainty spawned by President Trump’s tariffs prodded the Federal Reserve to predict a slower economy and higher inflation this year, complicating its decision on whether to cut interest rates ...
  
  MarketWatch - 32m

• Retailer Five Below’s first-quarter outlook is more upbeat than its full-year one

  Teen-focused discount retailer Five Below Inc. on Wednesday offered up a mixed full-year forecast, but expectations for the year’s first quarter were a bit more upbeat.
  
  MarketWatch - 1h

• The Fed’s interest-rate pause has a silver lining for worried Americans — if they make this move

  Consumers are increasingly concerned about their jobs and their access to credit as recession fears loom.
  
  MarketWatch - 2h

• Here’s who should be buying Tesla’s stock right now, and why, says analyst

  Tesla shares have lost more than half their value in a span of just three months, and Cantor Fitzgerald now believes there’s 80% upside.
  
  MarketWatch - 2h

• The SEC has disarmed. Now it’s time for crypto to ‘deliver on its promises.’

  The crypto industry continues to rack up wins in Washington, with Ripple Labs CEO Brad Garlinghouse announcing on X on Wednesday that the Securities and Exchange Commission will drop its appeal of ...
  
  MarketWatch - 2h

More in Business

• 

  Ben & Jerry’s Accuses Unilever of Firing Its C.E.O. for Political Reasons

  Ben & Jerry’s said in a court filing that its parent company had ousted its chief executive, David Stever, without approval from the ice cream maker’s board.
  
  The New York Times - 23m

• Fed sees higher inflation and slower U.S. economy due to uncertainty tied to Trump tariffs

  Uncertainty spawned by President Trump’s tariffs prodded the Federal Reserve to predict a slower economy and higher inflation this year, complicating its decision on whether to cut interest rates ...
  
  MarketWatch - 32m
• 

  US could take over Ukrainian nuclear power plants, Trump tells Zelenskyy

  White House says deal would offer ‘the best protection’ for the country’s infrastructure
  
  Financial Times - 37m
• 

  Fed Holds Interest Rates Steady, but Trump’s Tariffs Could Slow Inflation Progress

  Tariffs took center stage during the news conference with Jerome H. Powell, the Fed chair, on Wednesday.
  
  The New York Times - 41m

• Nvidia's Huang says faster chips are the best way to reduce AI costs

  "Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.
  
  CNBC - 52m