The Trump effect is 30% priced in, says Deutsche Bank analyst

The Trump effect is 30% priced in, says Deutsche Bank analyst — here’s why

One of the big questions confronting markets is just how much of the impact of a Donald Trump presidency has been priced even before it starts.

Business - MarketWatch - Yesterday

Here’s why JPMorgan’s stock gets one analyst’s only downgrade after the Trump bank-stock rally

There’s only one other “deep value stock” among the large U.S. commercial and investment banks, according to one Oppenheimer analyst.

Business - MarketWatch - 3 days ago

Upstart’s stock roars higher. Here’s why analysts say the tide is turning.

Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.

Business - MarketWatch - November 8

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.

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 - November 13

Walmart may have to raise some prices if Trump tariffs take effect, CFO says

The discounter's comments are the latest warning from retail leaders about the potential impact of the tariffs.

Business - CNBC - 4 days ago

Walmart will likely raise some prices if Trump tariffs take effect, CFO says

Walmart’s CFO John David Rainey said the retailer would likely have to raise prices on some items if President-elect Donald Trump’s proposed tariffs take effect.

Walmart CFO says some prices might rise if Trump's tariffs take effect

A Walmart executive warned that President-elect Trump’s plans to raise tariffs on imports could drive the retail giant to increase the price of store items. “We never want to raise prices,” ...

Politics - The Hill - 3 days ago

All assets posted negative returns in October apart from gold, silver and oil, Deutsche Bank says

Markets have just gone through one of the toughest months they’ve experienced in 2024 so far, according to a new analysis by Deutsche Bank.

Business - MarketWatch - November 1

Rallying bank stocks have further room to run, analyst says

Hovde’s Feddie Strickland sees additional gains despite rally ‘if history serves as a guide.

Business - MarketWatch - November 11

Deutsche Bank takes a bite out of Greggs

Wages up, margins down

Business - Financial Times - November 8

Petrol and food prices will fall thanks to oil glut, says World Bank

Downward trend in oil price from higher production, falling demand in China and clean energy to continue. Business live – latest updates Petrol and food prices will fall over the next two ...

World - The Guardian - October 29

Japan's central bank to remain undeterred on rate hikes despite LDP's electoral shock, analysts say

Roughly 86% of economists polled by Reuters expect the central bank to leave its rates unchanged when it announces its decision Thursday.

Business - CNBC - October 28

Deutsche’s private bank fires over 100 bankers in cost-cutting drive

Frankfurt-headquartered lender has imposed demanding targets on underperforming unit

Business - Financial Times - November 11

‘New playbook’ on Wall Street powers Goldman Sachs price boost, says analyst

Citi’s Keith Horowitz flags already-lofty valuation for Goldman’s stock, but says it could go higher amid deal optimism.

Business - MarketWatch - 2 days ago

Here's why Trump's tax plans could be 'complicated' in 2025, policy experts say

President-elect Donald Trump's tax plans could be complicated as Congress debates competing priorities in 2025. Here's what to know.

Business - CNBC - 3 days ago

Nearly half of Americans say they live paycheck to paycheck—only 30% actually do, new Bank of America data finds

Bank of America data shows the number of households actually living paycheck to paycheck may be smaller than the number of those who feel strapped for cash.

Business - CNBC - 4 days ago

Will home prices drop in 2025? Here's what experts say.

Many prospective homebuyers may be wondering about the trajectory of home prices in 2025. Here's what to know now.

Nvidia’s stock is up 200% this year. Why analysts say it still screams ‘buy.’

One analyst made Nvidia’s stock his new top large-cap chip pick, while another likened Nvidia’s position to Apple’s in the early days of the iPhone.

Business - MarketWatch - November 11

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 ...

Why Carvana’s CEO Says Used Car Prices Will Drop

Co-founder Ernie Garcia says price declines and interest rate cuts should make used vehicles more affordable.

Business - Inc. - November 11

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

Trump says there's no 'price tag' on his deportation proposal

President-elect Trump said in an interview Thursday with NBC News that "there is no price tag" when it comes to his mass deportation plan. Throughout the campaign cycle, Trump touted a "Day 1 ...

Politics - The Hill - November 7

How would Trump’s promise of mass deportations of migrants work?

The mass deportation of undocumented immigrants would face legal and practical challenges - and cost billions.

US central bank boss says Trump can't fire him

The US central bank cuts interest rates, as its chairman vows to stay on the job.

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 - November 11

Some voters still say they're undecided in the 2024 election. Here's why.

ABC News spoke with some independent and undecided, or formerly undecided, voters.

Banks may face uncertainties after election euphoria fades: analyst

Moody’s banking strategist Chris Stanley sees potential headwinds along with positive trends for banks in a new Trump administration.

Business - MarketWatch - November 11

Treasury market under Trump at risk from inflation, not larger fiscal deficit, says analyst

The danger to the Treasury market from a second Donald Trump presidency comes not from a sharp increase in bond issuance but revived price pressures

Business - MarketWatch - October 25

Trump 2.0 would need 53 GOP senators for a ‘truly reliable’ majority, analyst says

If Republican nominee Donald Trump is elected president, he would need 53 GOP senators to have a “truly reliable” Senate majority, reckons one analyst. With a Kamala Harris presidency, certain GOP ...

Business - MarketWatch - October 31

Space stocks saw big gains this week in part due to 'Trump-Elon trade' rally, analysts say

Several pure-play space stocks rallied 20% or more this week, in part driven by what sector analysts say is a "Trump-Elon trade."

Business - CNBC - November 15

Trump plan to 'end all taxes' on overtime pay would benefit millions of Americans, but it's going to be uphill battle

President-elect Trump has many tax cut plans and a promise to 'end all taxes on overtime', but in Congress, it's likely something has to give, and someone lose.

Business - CNBC - November 15

'It's rough out here': Why Trump and Harris should listen to this mum of seven

Inflation and high prices are primary concerns for Sin City's voters ahead of the 5 November vote.

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