Key Takeaways Ubiquiti shares jumped 28.7% since Zacks upgraded the stock to a Buy rating in late April. Flotek has surged 101% since being upgraded to Outperform by Zacks on May 6. Goldman Sachs has returned 20.6% YTD as part of Zacks' Top 10 Stocks for 2025 list.The three most widely followed U.S. indexes — the Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 — increased 3.27%, 2.91%, and 2.45%, respectively, last week. Investors showed cautious optimism, following a notable de-escala ...

欢迎加入交易理想国知识星球 文 | 对冲研投研究院 编辑 | 杨兰 摘要： 从市场情绪而言，上周伊以冲突进一步平息，美国宏观数据表现仍然具有韧性，同时鲍威尔在国会听证会上的发言暗示了条件符合也可能提 前降息，市场对今年降息预期的预测达到了 3次，市场整体处于r is k o n的状态之中。风险资产普遍上行，铜强金弱的格局较为明显。 核心观点 1、上周金价回落，铜 价走强 贵金属方面，上周 COMEX 黄金下跌 2 .9%，白银 下跌 0 .34%；沪金2510合约 下跌 1 .5%，沪银2508 合约上涨 1.48%。主要工业金属价格中，COMEX铜、沪铜分别变动+4.86%、+2.79%。 2、短期利多叠加，铜价向上突破 从市场情绪而言，上周伊以冲突进一步平息，美国宏观数据表现仍然具有韧性，同时鲍威尔在国会听证会上的发言暗示了条 件符合也可能提前降息，市场对今年降息预期的预测达到了 3次，市场整体处于risk on的状态之中。风险资产普遍上行，尤 其铜还面临着供应端的约束，比如有海外冶炼厂减停产，因此价格重心上行较为明显。 3、黄金继续回调 上周伊以停火协议生效，市场避险情绪快速降温。此后伴随特朗普再度施压 ...

A slowdown in the US job market will weigh on the S&P 500, offsetting any positive impact from the Fed’s interest rate cuts, according to JPMorgan strategists https://t.co/cEYOYFO5dg ...

CNBC's Jim Cramer on Friday guided investors through next week's market action, specifically the labor report and earnings results from alcohol maker Constellation Brands.He also reflected on the past quarter, saying it ended on a strong note after a turbulent start when investors panicked over President Donald Trump's so-called "liberation day." Back in April, Trump announced steep tariffs on products from a slew of countries, including the U.S.'s biggest trading partners.The market has recouped most of it ...

Key Takeaways JPM shares hit an all-time high on rate cut optimism despite the Fed's cautious stance. The bank projects 2025 NII to potentially exceed guidance by $1B amid expansion efforts. IB outlook weakens near term, but markets revenue and long-term deal pipeline remain strong.JPMorgan’s (JPM) shares touched an all-time high of $289.41 on Thursday as incoming economic data, including jobless claims and the third estimate for gross domestic product (GDP) for the first quarter, indicate interest rate c ...

Thursday, June 26, 2025We started this trading week with some questions about the ability of the stock market to overcome some perceived major hurdles, a burgeoning war in the Middle East among them. Also, we’ve gotten a large dollop of economic news thus far for the week, including this morning’s Weekly Jobless Claims and Q1 GDP.And yet, nothing seems to faze market participants at this point and time. All markets except the small-cap Russell 2000 are now up for the year, with the S&P 500 a hair away from ...

西太平洋银行：澳洲联储可能在7月降息，但并非板上钉钉 金十数据6月26日讯，西太平洋银行表示，预计澳洲联储将在7月而不是8月降息，但这并不是市场看起 来那样板上钉钉的事情。如果海外风险被过度加权的话，澳洲联储有时会违背市场定价。不过，现在正 是提前采取行动的时候，因为无论如何它很快就会做出这个决定。澳洲联储的展望仍受制于对劳动力市 场紧张、整体经济生产力增长缓慢以及需求复苏对价格影响的担忧。因此，我们预计在会后声明中，其 措辞仍会使用不明确甚至不情愿的语言。我们继续预计最终利率为2.85%（在即将到来的降息之后还有 三次降息），但澳洲联储不太可能在这种方向上给出任何前瞻指引。 ...

Turning back to the markets now where the S&P really close to its all-time high once again. My next guest says he was surprised how quickly the market has rebounded since the tariff announcement and warns it doesn't make sense to be back here. Joining us is Vahhan Janjigian, the chief investment officer at Greenidge Wealth Management.Vahan, welcome to you. What doesn't add up for you here. Hi, Kelly.Um, so in my opinion, the market has bounced back largely because President Trump has backed off on the tarif ...

After the regular trading day gets underway, New Home Sales for May will hit the tape. Expectations are for a big cooling off to 695K seasonally adjusted, annualized units from the previous month's 12-month high of 743K. Mortgage rates remained elevated last month, within a range of 6.76-7.06%, which provides a natural headwind. On Monday, Existing Home Sales actually outperformed expectations. Fed Chair Jerome Powell spends his second of two days on Capitol Hill, today across the rotunda to testify before ...

Shares of Shopify (SHOP 4.11%) were moving higher today in line with a number of growth stocks in a day with broad gains across the market.The e-commerce software company seemed to benefit from favorable comments from Fed Chair Jerome Powell about lowering interest rates. Additionally, stocks rose on news of a ceasefire between Iran and Israel, though that seemed to have less of a direct effect on Shopify.As of 3:21 p.m. ET, the stock was up 4.6%. At the same time, the Nasdaq Composite was up 1.6%. Shopify ...