LIVE: Fed Chair Powell delivers remarks at the National Association for Business Economics (NABE) About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: ...

The interesting part about gold over the last two two and a half years, gold's corrections have been sideways. And people don't necessarily look at those as corrections, but I do. When you have a strong trend that all of a sudden levels off and goes sideways, that tells you something above the psychology behind that particular asset.And the psychology of gold has been um I don't think it's going higher, but I'm not going to sell it. And that's really sort of a short-term comfort with the position. So when t ...

Market Outlook & Strategy - Piper Sandler suggests investors should "trade the cycle, not the headlines," implying a focus on underlying economic trends rather than short-term news events [1] - The firm believes the fundamentals of the economy remain a tailwind for equities [3] - Piper Sandler is broadly constructive on the market, citing earnings and the Federal Reserve's easing policies [6] - The firm anticipates a better, broader economy in 2026, driven by lower interest rates, improved housing data, and increased manufacturing activity [8] Trade Tensions & Government Shutdown - The market's reaction to tariff headlines has diminished, and the firm doesn't believe President Trump will disrupt the bull market [5] - Piper Sandler doesn't foresee the government shutdown significantly impacting corporate earnings or lasting long enough to become a major market concern [16][17] AI Theme - Piper Sandler views the AI trend as more of a boom than a bubble, noting that major companies are generating substantial earnings [13][14] - The firm points out that multiple expansion is not the primary driver of returns in the "Magnificent Seven" stocks, as earnings are [14] Investment Opportunities - Piper Sandler highlights that rising unemployment can be a bullish catalyst for equities, contrary to popular belief [19] - The firm recommends early cyclical sectors, financials (banks), homebuilders, and select consumer discretionary areas [20] - Piper Sandler anticipates a broadening of the market into 2026, with potential for laggards to see relative performance [21]

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Call it a modern-day gold rush… In this episode of Stocks in Translation, Invesco chief global market strategist Brian Levitt joins host Jared Blikre and Senior Reporter Allie Canal to discuss the unusual dynamic of the gold (GC=F) and silver (SI=F) market rallies. Levitt breaks down why the precious metal surge is not a sign of crisis, but rather a play at global diversification in a time o ...

Market Trends & Drivers - Gold prices are hitting record highs, exceeding $4,100 per ounce, driven by investors seeking safe havens amid potential tariffs and geopolitical tensions [1][20] - Central bank buying, particularly from BRICS nations, is a significant factor driving gold prices higher, as countries seek to diversify away from the US dollar [4][5] - US-China trade tensions and the weaponization of Swift have accelerated the move away from the dollar and towards gold as a reserve asset [5][6] - Gold ETF flows have increased significantly year-to-date, indicating growing investor interest [13] - Silver is catching up to gold in performance, driven by industrial and precious metal demand, as well as its perception as a more affordable alternative [21][22][23][24][25] Price Targets & Predictions - One expert predicts gold could reach $4,500 by the end of the year and potentially exceed $5,000 in a year, depending on fundamental shifts [7] - Another expert sets a gold price target of $5,200 by 2026, contingent on a correction to $3,500-$3,600 [30][34][35] Risks & Catalysts - Near-term risks for gold investors include the potential for price retracement after a significant move [8] - Potential positive catalysts for gold include the Federal Reserve loosening monetary policy and cutting interest rates more aggressively than anticipated [11] - Factors that could weaken the constructive view on gold include the government cutting deficit spending, dropping tariffs, or the Federal Reserve hiking interest rates [17][18] Investment Strategies - Exposure to gold can be gained through physical gold, ETFs, or gold mining stocks [13] - Gold mining stocks have become more attractive as their margins have widened due to the significant gold rally outpacing mining costs [15][16] - One ETF, the GY ETF, buys gold futures and invests the remaining funds in investment-grade corporate bonds to generate a 5% yield [13]

Hello and welcome to Asking for a Trend. I'm Josh Lipton. In the next half hour, we are breaking down the trends of today that'll move stocks tomorrow.There's a lot to keep track of. So, we're focusing on what you need to know to get ahead of the curve. Here are some of the trends we're going to be diving right into.comeback for stocks rallying after Friday's tough selloff. At the end of the session Monday, all major indices did end the day higher. And we're headed into earnings season.Retail traders are pa ...

Market Performance & Trends - The Dow Jones Industrial Average increased by almost 600 points, a gain of 13% [1] - The NASDAQ experienced a significant rise of 221% [2] - The S&P 500 rose by approximately 15%, marking the best day for these indices and tech/chip stocks since May [2] - Tech and consumer discretionary sectors led gains, while staples and healthcare sectors saw losses [3] - China's stocks, including Baba (Alibaba), JD (JDcom), and Baidu (BIDU), rebounded strongly [4] Investment Strategy & Risk Factors - Investment firms emphasize maintaining a long-term view, as the best market days often follow the worst [8] - US-China trade tensions contribute to market vulnerability, but de-escalation is expected due to significant consequences [10][11] - Over-concentration on AI investments poses a risk, requiring diversification into other themes like military spending and healthcare [19][21][23][24] Earnings Season Focus - The market's focus during earnings season will be on capital expenditure (capex) related to AI, particularly from large hyperscalers [16] - Investors should look for evidence of AI deployment boosting margins across various companies, including financials [17] Gold Market Analysis - Central bank buying, especially from BRICS nations, is a significant driver for gold's rally, shifting away from the US dollar as a reserve currency [41][42] - Potential gold price targets include $4500 by the end of the year and $5000+ a year from now, contingent on fundamental shifts [44] - Near-term risks for gold investors include potential retracement after significant price moves, although this is mitigated by Fed rate cuts and central bank buying [45] - Factors that could weaken the constructive view on gold include government actions to cut deficit spending, dropping tariffs, or the Federal Reserve hiking interest rates [56][57]

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks rebounding here after President Trump softens his tone on China tariffs and says trade relations with China will all be fine. We're digging into that story in just a moment. Right. Right now they're is just out of going to the closing bell and stocks are ripping higher here. We got the Dow up nearly 500 points 510 now actually. S&P 500 your broad gains that's up 1.4%. Your tech heavy NASDAQ that's up over 2% right ...

All right. Well, let's turn now to our question of the day. Is the taco trade back.Taco, that acronym for Trump always chickens out. Lou, what say you. I mean, we had that two trillion selloff on Friday.Green across the screen today. >> Look, as a long-term investor that likes to trade around positions, I'll take the taco trade because it presents some real good opportunities. But I think this is what we talked about earlier.Uncertainty in the markets is is not thing something we love. uncertainty in politi ...

The AI explosion is anything but boring. Billions of dollars are changing hands, chips are flying left and right, data centers going up around the world, and oh yeah, stock prices are soaring. But something interesting is also happening.Instead of one company paying another for its products, these AI giants are seemingly passing cash back and forth through stock agreements and future chip purchasing deals. And it's starting to lead to discussions about circular investment and a potential AI bubble. The late ...