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Tariffs Pushed CPER Up 39%, Doubling S&P 500 Returns
247Wallst· 2026-01-01 16:22
Core Viewpoint - In 2025, while investors focused on artificial intelligence stocks and cryptocurrency, a commodity fund achieved returns comparable to the top market performers [1] Group 1 - The commodity fund's performance was notable amidst a market dominated by technology and digital assets [1] - The returns from the commodity fund rivaled those of the biggest winners in the market, indicating strong performance in a competitive environment [1]
Silver, gold and copper trounced stocks. Here’s what a key chart level suggests could be ahead for 2026.
Yahoo Finance· 2025-12-31 20:07
Gold, silver and copper were the big winners of 2025, even with year-end turbulence. What a key chart level may signal about the road ahead. - AFP via Getty Images Year-end turbulence only modestly slowed the surge in silver, gold and copper in 2025, with the metals providing important ballast to portfolios as President Donald Trump’s tariffs rattled markets and a spending frenzy around artificial intelligence entered a new debt-funded chapter. For the year, gold GC00 logged a 64.37% gain and silver SI00 ...
Stock market today: Dow, S&P 500, Nasdaq waver with Wall Street set to put a bow on roller-coaster 2025
Yahoo Finance· 2025-12-31 14:33
US stocks wavered early Wednesday as Wall Street prepared to wrap up an eventful, roller-coaster trading year with sizable gains. The blue chip-heavy Dow Jones Industrial Average (^DJI), S&P 500 (^GSPC), and tech-heavy Nasdaq Composite (^IXIC) all lost around 0.1%. After three straight losing sessions that have dimmed hopes for a "Santa Claus rally," Wall Street is nevertheless ready to celebrate its gains in 2025. The benchmark S&P 500 (^GSPC) is up over 17% this year, on track for its sixth year of 15 ...
Barclays Keeps Its Overweight Rating On Twist Bioscience Corporation (TWST)
Insider Monkey· 2025-12-31 04:48
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Federal Reserve: Inflation risk tilted to upside, labor market tilted to downside
Youtube· 2025-12-30 19:27
分组1 - The Federal Reserve's recent rate cut of 25 basis points was a closer call than it appeared, with some members expressing a preference for no change or a larger cut [1] - There is a debate within the Fed regarding the balance between inflation concerns and labor market conditions, with some members advocating for future cuts if inflation declines as expected [1] - The Fed acknowledges a K-shaped economy, where higher-income households are spending strongly while lower-income households are adjusting to inflation [1] 分组2 - Concerns about persistent inflation are present, with some members worried that the Fed's commitment to the 2% inflation target could be undermined [1] - The labor market is expected to continue softening but may stabilize next year with appropriate policy measures [1] - The impact of tariffs on inflation is seen as diminishing, but there are still concerns about entrenched inflation and its effects on the economy [1][2]
The Bank Of New York Mellon Remains A 'Buy' After 115% Rally (NYSE:BK)
Seeking Alpha· 2025-12-30 16:20
Banks were a popular long play heading into 2025. Deregulation and broader Wall Street animal spirits were thought to be bullish catalysts during Trump 2.0. Alas, tariffs took center stage from January through April. Still, it has been a solid year for both M&A andFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient ...
The Bank Of New York Mellon Remains A 'Buy' After 115% Rally
Seeking Alpha· 2025-12-30 16:20
Group 1 - The banking sector was viewed as a favorable long-term investment leading into 2025, driven by expectations of deregulation and positive market sentiment during the anticipated Trump administration [1] - Despite the initial optimism, tariffs became a significant focus from January to April, impacting market dynamics [1] - The year has still shown strong activity in mergers and acquisitions (M&A), indicating resilience in the financial sector [1]
Bulls Only: Every Wall Street analyst now predicts a stock rally
The Economic Times· 2025-12-30 00:57
Market Sentiment - The S&P 500 Index has increased approximately 90% since its low in October 2022, leading to widespread optimism among sell-side strategists, with an average year-end forecast suggesting a further 9% gain next year [1][20] - Notably, none of the 21 forecasters surveyed by Bloomberg News predict a decline in the S&P 500 for the upcoming year [1][20] Analyst Predictions - Ed Yardeni, a veteran market strategist, anticipates the S&P to reach 7,700, reflecting an 11% increase from the recent close, although he expresses concern over the lack of dissenting opinions among analysts [2][20] - Christopher Harvey from CIBC Capital Markets expects the S&P 500 to end 2026 at 7,450, indicating an 8% gain, while cautioning about macro risks such as prolonged steady interest rates and potential tariff increases [11][20] - JPMorgan Chase has shifted from a bearish outlook to predicting the S&P will rise to 7,500 in 2026, driven by solid corporate earnings and lower interest rates [15][20] Economic Context - The U.S. economy expanded at its fastest pace in two years during the third quarter, supported by strong consumer and business spending, alongside more stable trade policies [18][20] - Corporate America is projected to achieve double-digit earnings growth again, reinforcing the positive sentiment in the market [18][20] Risks and Uncertainties - Analysts acknowledge significant macro risks, including the Federal Reserve's interest rate decisions and potential trade policy changes, which could impact market stability [11][20] - Bank of America’s Savita Subramanian suggests a cautious approach, forecasting the S&P to rise to 7,100 in 2026, constrained by high valuations, while also noting that a recession could lead to a 20% decline in stocks [16][17][20]
Car sales take an unexpected turn to close out 2025
Yahoo Finance· 2025-12-29 19:17
Describing an unsteady trajectory as a roller-coaster ride has become cliché, but there is genuinely no other way to describe auto sales in 2025. This year has been an anomaly for the car industry for many reasons, but the top issue has been tariffs and their impact on U.S. car buyers. U.S. 2025 new-vehicle sales forecast GM: 2.83 million vehicles (+5.1% year over year); 17.3% market share Toyota: 2.52 million vehicles (+8.4% YoY); 15.5% market share Ford: 2.18 million vehicles (+5.6% YoY); 13.4% mark ...
Jay Pelosky's Biggest Risks for the Market in 2026
Youtube· 2025-12-29 18:22
GROUP BREAKING DOWN THE RETAIL SECTOR AND VERONICA CLARK OF CITIGROUP EXPECTING UNEMPLOYMENT UP IN DECEMBER. WE BEGIN WITH STOCKS EDGING LOWER WITH PRECIOUS METALS TURNING VOLATILE AS MATT WAS SAYING. JAY PELOSKY OF DPW ADVISORY WRITING "WE THINK NEXT YEAR MIGHT BE THE YEAR WITH THE DOWNSIDE OF A SMALLER U.S. TRADE DEFICIT BENEFITS AND A WEAKER U.S. DOLLAR. A WEAK DOLLAR SHOULD SUPPORT COMMODITIES." J JOINS US.HAPPY HOLIDAYS. IT IS A REALLY IMPORTANT POINT. THIS IDEA THAT WHAT WE ARE SEEING IN COMMODITIES H ...