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Now that the Fed has cut rates, investors can focus on what really matters for markets
MarketWatch· 2025-09-21 16:00
Core Viewpoint - Wall Street analysts have been increasing corporate earnings estimates throughout the summer, indicating a positive sentiment towards corporate profitability despite economic uncertainties [1] Group 1: Corporate Earnings - Analysts are raising corporate earnings estimates, suggesting a bullish outlook for companies [1] - The upward revision of earnings estimates reflects confidence in corporate performance amid economic fluctuations [1] Group 2: Economic Outlook - The outlook for economic growth has improved, signaling potential resilience in the economy [1] - Despite a slowdown in the labor market, the overall economic growth perspective remains optimistic [1]
Bad news for coffee drinkers: The record-high prices you're paying will go even higher when tariffs take their toll
MarketWatch· 2025-09-20 13:00
Core Insights - The coffee industry is experiencing unexpected challenges due to President Trump's tariffs, leading to an increase in retail coffee prices [1] Industry Impact - Retail coffee prices are on the rise, indicating a direct impact from the tariffs imposed [1]
Gen Z fell in love with high-yield cash savings. The Fed just crashed the party.
MarketWatch· 2025-09-20 12:30
Core Viewpoint - Interest-rate cuts may disproportionately affect younger investors, who are likely to hold excessive cash reserves [1] Group 1 - Younger investors may be more vulnerable to the impacts of interest-rate cuts due to their cash holdings [1]
Why the bull market for stocks may now hinge on the 10-year Treasury yield
MarketWatch· 2025-09-20 11:30
Core Viewpoint - With stock prices reaching record highs, there is a growing interest in hedging strategies to manage volatility, particularly as the cost of hedging remains low [1] Group 1 - Ron Albahary from Laird Norton is focusing on methods to hedge against market volatility [1]
Stocks tend to suffer in the second half of September — but the Fed's rate cut might keep bears at bay
MarketWatch· 2025-09-19 21:00
Core Insights - Historical trends indicate a potential decline in stock performance as September progresses, suggesting a challenging period for equity markets [1] Group 1 - The article highlights that past data shows a tendency for stocks to experience downward pressure towards the end of September [1]
Micron's hot streak is ending, but here's what matters next for the stock
MarketWatch· 2025-09-19 18:40
Micron reports earnings on Tuesday — and investors will be looking to see how bullish the company's commentary is, and whether high-bandwidth-memory prices are locked in through next year. ...
Microsoft's stock has been in a rut since earnings. What's going on?
MarketWatch· 2025-09-19 17:35
Group 1 - The tech giant's stock has recently fallen out of favor, leading analysts to explore various theories for this decline [1] - Analysts suggest that the stock's performance may be influenced by broader market trends and investor sentiment [1] - There is speculation regarding potential changes in the company's strategic direction that could impact investor confidence [1]
How Nexstar became the tip of the spear in a free-speech fight over Jimmy Kimmel
MarketWatch· 2025-09-19 17:20
Nexstar has major business before the government and every reason to not want to anger the Trump administration ...
This is why you can never predict the direction of interest rates
MarketWatch· 2025-09-19 17:11
Group 1 - The article discusses the comparison between an AI-driven bull market and the dot-com bubble, highlighting similarities and differences in market behavior and investor sentiment [1] - It explores alternative stock choices that investors might consider in the current market environment, suggesting diversification strategies [1] - The article addresses the issue of rising insurance costs and offers potential strategies for consumers to mitigate these expenses [1]