Chinese households are returning to stocks due to a lack of other attractive options, and analysts see the trend continuing through 2026 https://t.co/38OPUnh8hT ...

Market uncertainty is helping fuel the rise of structured products, which are supposed to combine the rewards of investing in stocks with the security of investing in bonds. But there’s a catch https://t.co/9bDibBAPmG ...

JUST IN: 🇺🇸 President Trump says "stocks will do much better as time goes by." https://t.co/e4O3E3bOTg ...

Federal Reserve Policy & Market Reaction - The market had priced in a 25 basis point cut, with expectations inching towards more cuts later in the year and in 2026 [2] - The Federal Reserve's dual mandate appears fairly balanced [5] - The stock market and 10-year yield closed flat following the Fed's decision [6] - Rates decreased by approximately 10% in the two months leading up to the decision [8] Investment Strategies & Market Sentiment - Waiting for the Fed's actual rate call to buy stocks is considered too late by hedge funds and major institutions [10][11] - A durable rally typically requires the Fed to cut rates well below neutral levels [12] - The rally observed has largely been in anticipation of the rate cut [13] - Gold has increased by 11% alongside a significant rise in the stock market over the last three months [7] Future Outlook & Dissent - Expectations regarding future policy changes rapidly [9] - As May 2026 approaches, when Powell's term ends, the Fed may become more dovish [9] - Seven individuals called for no cut [8]

Market Trends - Crypto market is evolving to resemble the stock market, with Bitcoin (BTC) mirroring the S&P 500 (SPX)'s movements [1] - Most cryptocurrencies are projected to perform poorly [1] Investment Opportunities - A select few cryptocurrencies generating revenue are expected to perform well [1]

Core Viewpoint - Jonathan Golub, chief equity strategist at Seaport Research Partners, emphasizes that earnings and the economy will play a crucial role in supporting stock prices [1] Group 1: Earnings Outlook - The expectation is that corporate earnings will remain resilient, which is essential for maintaining investor confidence in the stock market [1] - Analysts predict that earnings growth will be a key driver for stock performance in the upcoming quarters [1] Group 2: Economic Factors - The overall economic environment is expected to provide a supportive backdrop for equities, with indicators suggesting stability [1] - Economic growth is anticipated to contribute positively to market sentiment and stock valuations [1]

Market Trends - JPMorgan strategists predict US share buybacks could increase by $600 billion in the coming years [1] - Repurchases limit the supply of stocks [1]

Investment Trends - Survey data from over 1,000 investors indicates a shift in crypto perception beyond high-risk, high-reward investments [1] - Crypto is increasingly viewed as a long-term store of value [1] - For some investors, crypto is seen as a crisis hedge [1]

Market Potential - Crypto assets' current $3-4 trillion market cap is expected to be dwarfed by the $200+ trillion in stocks and bonds that can come on-chain [1] Future Outlook - The industry anticipates a shift from a "because we can" mentality to a more value-driven approach [1]

Investment Performance - Canada Pension Plan Investment Board (CPPIB) achieved a 1% return last quarter [1] Market Factors - Weak US dollar largely offset gains in stocks and energy assets [1]