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X @Arthur Hayes
Arthur Hayes· 2025-09-12 21:22
RT Kyle Chassé / DD🐸 (@kyle_chasse)🚨 THE BIG PRINTING HASN’T EVEN STARTED 👀@CryptoHayes believes this market could run well into 2026, with Trump expected to juice the economy by mid-2026.He says politicians fear change, investors are underpricing the upside across assets, and we’re NOT at the end yet.Watch the full interview with @CryptoHayes here 👇 ...
There's just enough pain in the economy to boost the stock market — and one chart shows why
MarketWatch· 2025-09-12 12:16
Core Viewpoint - The expression "No pain, no gain" encapsulates the current sentiment in the stock market, suggesting that investors may need to endure challenges to achieve returns [1] Group 1 - The stock market is experiencing fluctuations that may require investors to adopt a resilient mindset [1]
X @Bloomberg
Bloomberg· 2025-09-12 01:30
🚨 LIVE NOW: China’s recent world-beating stock market rally has caught market watchers by surprise and is raising concern for the country’s economy. Why?Ask your questions here ⤵️ https://t.co/j8zNmYQnLh ...
X @Bloomberg
Bloomberg· 2025-09-12 01:08
China’s recent world-beating stock market rally has caught market watchers by surprise and is raising concern for the country’s economy. Why?Join us for a Live Q&A on Sep. 11 at 9:30 p.m. EDT / Sep. 12 at 9:30 a.m. HKT ⤵️ https://t.co/bT1lZLYHzw ...
X @The Economist
The Economist· 2025-09-11 16:55
Our podcast on markets, the economy and business. This week, what do you ask the man you can ask anything? https://t.co/3d562v8c2G ...
X @Bloomberg
Bloomberg· 2025-09-11 13:33
China’s recent world-beating stock market rally has caught market watchers by surprise and is raising concern for the country’s economy. Why?Join us for a Live Q&A on Sep. 11 at 9:30 p.m. EDT / Sep. 12 at 9:30 a.m. HKT ⤵️ https://t.co/GoMFp44gI4 ...
X @CZ 🔶 BNB
CZ 🔶 BNB· 2025-09-11 09:30
Economic Policy - Innovation is the best way to improve the economy [1] - Protectionism harms the economy [1] Market Trends - India's rupee falls to a new record low against the US Dollar [1]
X @Bloomberg
Bloomberg· 2025-09-11 04:10
The UK economy is holding up better than feared in the face of tariffs and taxes thanks to its powerhouse services industry https://t.co/XadyQ27IdK ...
#Divided: How Gen Z measures success
NBC News· 2025-09-10 22:30
So, I want to get right into the nitty-gritty here with our chief data analyst, Steve Cornaki. Steve, thanks so much for being here. Sure.Happy to do it, Morgan. So, Steve, I want to dive into this poll. What exactly did you learn.Yeah, I mean, look, we we checked um his approval rating at 43% in this poll, and I guess there's a couple ways of looking at that, right. I mean, historically speaking, if you're a president, you don't really want to be in the low 40s. It's not a great number historically speakin ...
Wall Street's bull case for stocks, AT&T CEO discusses fiber business and the economy
Yahoo Finance· 2025-09-10 21:29
Market Performance & Trends - The market showed mixed performance with the Dow experiencing a loss of 0.5% or 220 points, while NASDAQ and S&P 500 achieved record highs, gaining 6 basis points and approximately 0.3% respectively [2] - The technology sector, represented by XLK ETF, reached a record high after four weeks, driven by Oracle's over 30% gain [3] - AI is increasingly seen as a key driver for stock market performance, exemplified by Oracle's shares closing up nearly 40% [6] - Strategists are becoming increasingly bullish, raising price targets based on the theme of capex spend [6][7][9] - There's a disconnect between risk-on signals (stocks hitting records, tight credit spreads) and risk-off signals (gold hitting records), potentially due to a weaker dollar and concerns about institutional credibility and volatile politics [13][14] Company Specifics - Broadcom's market capitalization increased by over $100 billion, with its stock up 60% year-to-date [4] - Oracle's stock price has almost doubled year-to-date, up 97%, increasing its worth by approximately $230 billion [5] - AT&T is focused on expanding its fiber network to 60 million households by the end of the decade, requiring a build of approximately 30 million more [34] - AT&T plans to ramp up fiber build to about 4 million a year by the end of next year [35] Economic Outlook - The market is climbing a "wall of worry," with AI capex spend accelerating and not heavily dependent on interest rates [10][11] - Inflation is still a concern, with opinions divided on whether the worst-case scenario has been avoided [15][16] - AT&T's customers are still actively purchasing products/services and paying bills, but there is some stress in the consumer space due to rising costs [50] Investment Strategies - Exposure to the AI theme is crucial, with a preference for software, technology, and communication services [24] - Diversification is recommended by allocating to value stocks internationally and inflation-sensitive parts of the US market, such as domestic banks [25][26][27] - For fixed income investors, a shorter duration and credit tilts are advised, as current yields may be at risk of shifting higher [28][29]