The S&P 500 soared to record highs in the first year of Donald Trump’s presidency. But will it keep flying up and to the right? A professional investor thinks so. GOBankingRates spoke with him about why he has high hopes for the stock market during Trump’s second term. Economic Growth “Public policy changes are supporting business growth by lowering taxes and cutting back on regulatory burdens,” notes Levon Gasparian, investor and founder of EntityCheck.com. In their 2026 economic forecast, Goldman Sac ...

Key TakeawaysGerman Q4 GDP was finalized at 0.3% growth, with internal demand components like private consumption (0.5%) and capital investment (1.0%) significantly outperforming market estimates.Thai stocks surged 1.6% following a rate cut by the Bank of Thailand, as the central bank pledged to maintain an accommodative stance to support economic recovery.German GfK Consumer Confidence for March disappointed at -24.7, missing the consensus estimate of -23.0 and highlighting a growing rift between past grow ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Much of world economy has coped better than expected with tariffs, SNB chairman says February 24, 20266:15 PM UTCUpdated ago By Reuters Chairman of the Governing Board of the Swiss National Bank (SNB) Martin Schlegel speaks to journalists during a year-end press conference, in Bern, Switzerland, December 11, 2025.... Purchase Licensing Rights, opens new tab Read more ZURICH, Feb 24 (Reuters) - ...

Core Insights - The Biden administration's open border policy has led to a significant influx of unauthorized immigrants, which has positively impacted the U.S. labor force, particularly in manufacturing and construction sectors [1][6] - The current crackdown on unauthorized immigration is resulting in reduced employment in industries facing labor shortages, potentially slowing residential construction and increasing home prices due to higher wages [1][6] Group 1: Research Findings - A study by the Federal Reserve Bank of San Francisco indicates that the influx of unauthorized immigrants has increased local employment by nearly one-to-one, with a 1% increase in the unauthorized workforce correlating to a 0.92% rise in local employment [6] - The study analyzed net immigration data across 3,100 U.S. counties during two key periods: the Biden era (March 2021 to March 2024) and the Trump crackdown (March 2024 to March 2023) [2][4] - The authors found that unauthorized immigrants tend to settle in areas with existing communities from their home countries, which helps isolate the impact of immigration on local employment [5] Group 2: Economic Implications - The Congressional Budget Office (CBO) supports the Fed's findings, suggesting that slow immigration will hinder U.S. economic expansion, with labor force growth projected to decline significantly in the coming years [7][9] - The CBO forecasts that the labor force will add 2.4 million fewer employees over the next decade compared to previous estimates, with growth rates expected to drop to 0.4% from the pre-COVID rate of 0.7% [8][9] - The reduction in net migration is expected to slow GDP growth and dampen consumer demand, contributing to a projected annual national income growth of only 1.8% from 2027 to 2036 [9] Group 3: Historical Context - Milton Friedman emphasized the benefits of unauthorized immigration for economic growth, noting that these immigrants often take jobs that native residents are unwilling to fill [10] - The Fed study aligns with Friedman's views, indicating that unauthorized immigrants are crucial in providing labor for sectors that require workers, thus driving economic activity [10]

GDP came in an abysmal 1.4% here in the states. Now, previously it was a 4.4% and of course the administration was bragging up and down the street about how much it was. The expectation was that it would cool a little bit to 2.5% but unfortunately we saw a major drag down to 1.4%.So unfortunately for the economic it is growth it is slowing. The next one the inflation a reduction in or a inflation is actually uh increasing a little bit. So we can have the inflation here at core PCE last time was 0.2% expecta ...

Economic Growth and Inflation - Real GDP growth in the fourth quarter was 1.4%, significantly below the consensus estimate of 2.5%, primarily impacted by a government shutdown [2][8] - The Fed's preferred inflation gauge rose to 3% year-over-year in December, up from 2.8% in November, indicating potential stagnation in progress towards the 2% target [2][8] Federal Reserve's Policy Outlook - The higher inflation reading justifies the Federal Reserve's decision to pause interest rate cuts for the time being, with expectations of two potential rate cuts by year-end if inflation trends downward [3][4] - Fed officials are cautious about further rate cuts until inflation returns to target levels, despite the economy showing resilience in certain sectors [4][7] Consumer and Business Spending Trends - Consumer spending has been robust, but it is increasingly reliant on reduced savings rather than significant wage increases, raising concerns about sustainability [10] - Business investment, particularly in technology, continues to grow, indicating a divergence between tech-related sectors and the broader economy [9][10] Future Economic Projections - Analysts anticipate that inflation will decline in 2026, supported by softening rental prices and diminishing tariff pressures, which could lead to a more favorable economic environment [5][8] - Despite some optimism, there are concerns that the economy's momentum may wane this year, particularly in residential investment, which fell by 1.5% [9]

From @WSJopinion: Can Germany reclaim its destiny despite its demography? A rapidly aging population puts the country—and therefore Europe—on a path toward a growth cliff, writes Joseph Sternberg.https://t.co/wqSWB3yqVF ...

Let me bring in Ron Insana in the meantim He's financial journalist, author of the Substack Message of the Market. Speaking of WE ARE SEEING A LOT OF VOLATILITY THIS MORNING FOR A WIDE VARIETY OF REASONS LIKE THE SUPREME COURT DECISION ITSELF. WE HAVE A MULTIPLICITY OF HEADLINES THAT ARE AFFECTING FINANCIAL MARKETS, NOT SEEN this decision and its attendant implications, but also we had slower than expected fourth quarter economic growth, GDP expanded at a 1 .4 % annual rate that was knocked down by the gove ...

Nasdaq leads Wall Street higher as Supreme Court rules Trump's tariffs are unlawful Proactive uses images sourced from Shutterstock 4:11pm: Tariff relief US stocks finished Friday’s session higher as investors welcomed the news that the Supreme Court ruled Trump’s tariffs on its trade partners are unlawful. The Nasdaq led the gains, up 0.9% at 22,886 points. The S&P 500 was up 0.7% at 6,909 points and the Dow Jones added 0.5% at 49,625 points. 2:30pm: Trump threatens more tariffs President Trump respo ...

US Economic Growth Slowed In Fourth Quarter—Trump Blames Government Shutdownhttps://t.co/viVDjWk2QP https://t.co/LJJCoIsSig ...