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Market behavior is consistent with new highs in the second half: Ned Davis Research's Ed Clissold
CNBC Television· 2025-06-30 20:28
Uh Ed, we now have a market that uh you know is has kind of completed whatever uh we're going to call what happened in the spring, that severe correction. In fact, one of the fastest rebounds from a 15% plus pullback in the S&P 500 we've seen. What does that tell us.And I guess what is the overall market behavior suggest to you. Yeah, Mike, it certainly has been risk on since the the April lows. We went through a retesting period for a couple of weeks, but then once we got into late April, it's been very mu ...
The economy is not heading into recession in the back-half of 2025, says Carson Group's Ryan Detrick
CNBC Television· 2025-06-30 17:27
And Ryan, I was struck. Goldman just tweaked their forecast for uh you know, their Fed forecast for for rate cuts. Now they think we could get one in September because the inflation numbers on from tariff have been less uh dramatic than they expected.So all of a sudden, you throw in there the possibility of a near-term rate cut. I have to imagine that would contribute to a positive outlook on equities. Kelly, you're right.Thanks for having me back and happy Monday, everybody, and congrats on number six. Uh, ...
X @Bloomberg
Bloomberg· 2025-06-30 17:24
Goldman Sachs pulled forward its forecast for Federal Reserve interest rate cuts, and is now calling for the central bank to resume reductions in September rather than December https://t.co/3tyIOeIz6s ...
FED CHAIR To Be Fired? Rate Cuts Incoming!? Solana Tokenized Stocks & Ethereum
Digital Asset News· 2025-06-30 16:59
Treasury Secretary Scott Bessent reveals the Jerome Powell is on his way out. Can the U.S. President fire him? Will rate cuts happen? IS THE 4 YEAR CYCLE INTACT? Also, Solana goes big on tokenized stocks and Ethereum gets a new voice. 🟣 Kraken sign up - Claim $25 in the APP! 👇👇 🟣 WHY Kraken? Vid - https://www.youtube.com/watch?v=m2FPQNHaLvY 🟣 *Affiliate Link - https://kraken.pxf.io/c/2406374/2935711/10583 ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● WHY & WHEN I'M SELLING 80% of my CRYPTO 2025 - https://youtube.co ...
C Clears 2025 Fed Stress Test: Make Investment or Still Wait?
ZACKS· 2025-06-30 16:35
Key Takeaways C passed the 2025 Fed stress test with a CET1 capital ratio of 10.4%, well above the 4.5% minimum. C approved a $20B buyback plan and raised its dividend 6% in July 2024 after clearing the stress test. C is trimming 20,000 jobs and exiting non-core markets to cut costs and refocus on higher-return areas.Citigroup Inc. (C) has passed the Federal Reserve’s 2025 stress test. Post-clearing the stress test, C now has the flexibility to return excess capital to shareholders via dividends and share ...
4 Stocks to Boost Your Portfolio as S&P 500 Hits New All-Time High
ZACKS· 2025-06-30 13:36
S&P 500 Hits New High The S&P 500 rose 0.5% to end at 6,173.07 points on Friday, hitting an all-time high. The index reached an intraday high of 6,1787.68, surpassing its previous record of 6,147.43 points. The S&P 500 had a roller-coaster journey this year. The index surged to an all-time high in February on hopes that Trump's business-friendly policies would help the broader market. However, Trump announced sprawling tariffs soon after moving into the White House. Key Takeaways The Wall Street rally has r ...
Take the Zacks Approach to Beat the Markets: Ubiquiti, Flotek Industries & Goldman Sachs in Focus
ZACKS· 2025-06-30 13:31
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 ...
Zervos: Equities are going to have a double-digit second half
CNBC Television· 2025-06-30 12:03
All right, one big beautiful bill making its way. We're going to continue to see uh it go to the floor today with a reading. What's your perspective what it means for equities and also for the bond market.Um do you expect the bond vigilantes to react to some of the deficit increasing measures here. I don't Frank. I think we're well past that.I mean everybody's been looking for a reason to uh to get nervous and every time they do they they regret it a week or a day or a month later. So I think we're in a ver ...
金属周报 | 宏观risk on叠加供应约束,铜价向上突破、黄金继续回调
对冲研投· 2025-06-30 10:51
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 ...
X @Bloomberg
Bloomberg· 2025-06-30 09:40
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 ...