Markets are priced to perfection on the Trump trade. Here's why that could be a problem

Investors have been busy for the past several weeks bidding up prices in anticipation of what Trump will do when he takes office.

Business - CNBC - Yesterday

Trump's win could lead companies to push up prices. Here's why.

President-elect Donald Trump's vow to raise tariffs could have Americans paying more for goods, from toys to auto parts, experts say.

Why ‘Trump trades’ and ‘Harris trades’ could be just regular stock-market bets

Here’s what the S&P 500 sectors are really saying about their presidential election preference.

Business - MarketWatch - November 2

The problem with the Trump trade

Speculative hedge funds are placing bets but other investors have been more cautious

World - Financial Times - October 26

Could Trump’s Tariffs Lead to Higher Prices? Here’s What to Know.

The president-elect says that tariff is “the most beautiful word in the dictionary.” You may be hearing it a lot.

Business - The New York Times - November 7

Here's what the Trump presidency could mean for the housing market, experts say

Donald Trump wants to address the housing shortage in the U.S. But some of his promises might be hurdles in the way.

Business - CNBC - 3 days ago

Why the stock market’s ‘Trump bump’ could become a ‘Trump dump’

Are you sure you know more about the stock market than Warren Buffett?

Business - MarketWatch - 8 hours ago

Here’s Why Meta Getting on the AI Search Bandwagon Could Change the Entire Online Ad Market

Meta is taking on Google and Microsoft by developing its own AI search engine. The repercussions for the digital advertising market could be huge.

Business - Inc. - October 29

Here's why inflation may look like it's easing but is still a huge problem

By nearly every barometer, inflation is still well above where most Americans, and in fact some Fed officials, feel comfortable.

Business - CNBC - October 19

Trump is ‘the most pro-stock-market president’ America has ever had — here’s why it’s not even close

Financial markets could benefit from Donald Trump’s second term, says Wharton’s Jeremy Siegel. But they could also serve as a check against certain excesses.

Business - MarketWatch - 2 days ago

The Other Trump Trade That Worries Markets

Robert Lighthizer, who was a huge influence on Donald Trump’s protectionist trade policy, is again a candidate for a top role if the Republican wins next week.

Business - The New York Times - October 31

Here’s what can stall Trump’s tax and tariff plans

Surging 10-year Treasury yields could temper Trump administration plans that risk growing the large U.S. deficit.

Business - MarketWatch - November 6

Trump and Harris would add trillions to the national debt. Here’s why it could lead to higher costs for households.

The combined cost in new debt of former President Donald Trump’s and Vice President Kamala Harris’s tax and spending proposals would dwarf those put forward in previous election cycles, according ...

Business - MarketWatch - October 18

Gold may not reach a price ceiling anytime soon. Here’s why.

The rally in gold showed little sign of a slowdown on Thursday, even as futures prices for the precious metal touched their highest intraday level on record — for the 33rd time so far this year.

Business - MarketWatch - October 18

Trump Promised Policies Complicate Emerging Markets Trade

Jake Schurmeier, portfolio manager at Harbor Capital, said he has trimmed exposure to emerging-market debt, citing the strengthening dollar. “That’s the terror for us,” Schurmeier said.

World - The Wall Street Journal - Yesterday

Here are the 5 things that could move the stock market in the week ahead

Earnings drove the stock market higher — can they do it again in the next week?

Business - CNBC - October 20

Could the Bond Market Stymie Trump’s Economic Plans?

Some fiscal hawks worry that Trump’s policies would increase the deficit and fuel inflation.

Business - The New York Times - 5 days ago

Why Trump’s Victory Is Fueling a Market Frenzy

Investors have been comforted by a clear election result and are anticipating tax cuts and deregulation from a second Trump administration.

Business - The New York Times - Yesterday

U.S. stocks could face scariest week yet of 2024. Here’s why.

The U.S. stock market’s record-setting rally could face its scariest stretch of 2024 in the week ahead, with a dizzying array of risks on the docket.

Business - MarketWatch - October 28

Why inflation in one battleground state could sway the election

With a tight race between Kamala Harris and Donald Trump, the U.S. election could hinge on how voters choose to look at inflation. Here's why.

The stock market hasn’t priced in a Trump win, Morgan Stanley strategist says

The chief U.S. stock-market strategist at Morgan Stanley says the fact that financial stocks are rallying has more to do with fundamentals than with the approaching election.

Business - MarketWatch - October 28

Why Tesla, crypto and prisons are Trump trade winners

As the dust settles on a post-election stock market rally, some firms have already gained.

Here's why Harris, Trump are campaigning in Texas

Vice President Kamala Harris and former President Donald Trump are both taping viral podcasts while in Texas, a solidly red state where each candidate will discuss issues that resonate with their ...

Burst of trades inflates Trump’s margin in election prediction markets

Small group of bettors lifts odds of Republican victory to 62 per cent on cryptocurrency-based Polymarket

Business - Financial Times - October 18

‘Trump Trade’ of Large Tariffs and Deficits Looms as Market Braces for 2024 Election

As investors have focused on the potential fiscal and economic impact of the Republican candidate’s proposals, yields on Treasury debt have risen.

Business - The New York Times - October 25

Bond-market Trump trades suddenly at risk amid tight election race

Bond-market participants scaled back on so-called Trump trades Monday, ahead of a too-close-to-call presidential election.

Business - MarketWatch - November 4

Q&A: Experts answered your questions on trade and markets in the Trump era

FT journalists responded to readers’ queries on how the global economy might change under the incoming president

World - Financial Times - 2 hours ago

Trump's proposed tariffs could raise prices for consumers and slow spending

President-elect Donald Trump has proposed stiff tariffs on imported goods, which could lead to higher prices and softer spending.

Business - CNBC - November 6

Three reasons why the MLB offseason free agency and trade market have yet to heat up

Some Angels moves and a Michael Wacha signing are about all we've gotten so far this winter

Sports - CBS Sports - 2 hours ago

Why gold prices are now dropping on the heels of Trump’s win

Gold futures dropped Monday, with strength in the U.S. dollar contributing to the metal’s fall to its lowest price in more than four weeks following Donald Trump’s victory last week in the U.S. ...

Business - MarketWatch - 3 days ago

Here’s why ‘Guardians of the Galaxy’ actor Chris Pratt and wife Katherine Schwarzenegger took their $25M home off the market

The couple still plan to move to the property where they tore down the historic midcentury modern Zimmerman House.

Business - MarketWatch - October 22

Here's why Goldman Sachs' gloomy 10-year stock market forecast is no reason panic

The research emphasizes the importance of the kind of stock picking we do.

Business - CNBC - October 22

Stock-market investors have ‘no clear playbook’ for Harris election win. Here’s why.

A victory by Vice President Kamala Harris over Donald Trump next week might leave investors temporarily lost, says a closely followed Wall Street research analyst.

Business - MarketWatch - October 29

Latest in Markets are priced to perfection on the Trump trade. Here's why that could be a problem