Big investors strike a cautious tone on markets for 2025 with Trump policies, inflation posing risks

• The easy money will be driven by Trump and the dollar, not AI, say Big Short investors

  Former members of famed investor Steve Eisman’s team at hedge fund FrontPoint Partners talk investment strategies for 2025.
  
  MarketWatch - 1d

• CEOs are saying they back Trump’s policies — but this stock-market indicator suggests otherwise

  Corporate insiders are more bearish than they’ve been in over a decade.
  
  MarketWatch - Jan. 22
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  Investors cautious as Trump signals new tariffs

  The US president said he is considering imposing new tariffs on Canada and Mexico from 1 February.
  
  BBC News - Jan. 21

• Druckenmiller says CEOs are excited due to Trump. Why he’s cautious on the stock market.

  Legendary investor Stanley Druckenmiller is optimistic about the economy. But he doesn’t share that enthusiasm for the stock market.
  
  MarketWatch - Jan. 21

• World's biggest sovereign wealth fund warns markets at risk from tariff-fueled inflation

  "If you look at the risk to financial markets, I think inflation is for sure one, all driven by tariffs."
  
  CNBC - Jan. 21

• Trump’s policies risk stoking inflation and preventing rate cuts, IMF warns

  Taking drive for deregulation too far could push the US on to a ‘dangerous boom-bust path’, fund cautions
  
  Financial Times - Jan. 17

• Netanyahu Strikes Cautious Tone on Cease-Fire as He Tries to Hold Government Together

  Prime minister’s maneuverings reflect divide in Israeli society over a deal.
  
  The Wall Street Journal - Jan. 16

• Trump policies will likely have ‘modest’ effect on inflation, Bernanke says

  The economic policies outlined by the incoming Trump administration won’t cause a radical shift in inflation, former Federal Reserve Chairman Ben Bernanke said Saturday.
  
  MarketWatch - Jan. 5

• Trump attacks UK’s North Sea policy as ‘very big mistake’

  Post on Truth Social platform is latest anti-Labour salvo from incoming US administration
  
  Financial Times - Jan. 3

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  What caused the deadly midair collision between a passenger jet and Army helicopter?

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• Trump rails against DEI after deadly D.C. plane crash

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  5 takeaways from the confirmation hearings for RFK Jr., Gabbard and Patel

  Learn more about what happened at the latest round of Senate confirmation hearings for Trump Cabinet picks RFK Jr., Tulsi Gabbard and Kash Patel.
  
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  FDA approves new type of nonopioid painkiller for acute pain

  The Food and Drug Administration approved a new type of nonopioid painkiller, Journaxv, or suzetrigine, drugmaker Vertex Pharmaceuticals said.
  
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  The singer and actress, who embodied the Swinging Sixties and performed for decades afterward, exuded an effortless cool.
  
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  Immigrant Communities in Hiding: ‘People Think ICE Is Everywhere’

  Schools, churches and shops are feeling the chilling effect of the fear of deportation. One minister said fewer congregants were showing up for services.
  
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