Presidential Election Cycle And Markets
Image Source: Pixabay Market uncertainty around tariffs, debt, inflation, immigration, antitrust and other policies from new administration poised to shape returns in 2025.Video Length: 00:17:37More By This Author:Question Time: Making Sense Of Crypto Speculative Mania In Markets Dollar Breaks Out
Top 3 U.S. Steel Stocks That Will Benefit From Trump 2.0
Image source: United States Steel Goldman Sachs analyst Mike Harris expects the US steel industry to flourish under Donald Trump as the President of the United States.Lower interest rates and steady demand will benefit the domestic steel industry next year, he told clients in a research note today.Structural factors like fiscal stimulus and favourable trade policy […]
Rates Spark: French Politics And The Trump Vacuum
Spreads on French government bonds are touching new highs again as Le Pen and the opposition are threatening to topple the government (again). Spillovers to other markets remain limited, but the uncertainty ahead does help support the prevalent dovish sentiment. Meanwhile, US Treasury yields are finding their own valid excuses to test lower.Image source: Pixabay No-one can predict […]
Banks Continue Covering Gold And Silver Shorts
Image Source: Pixabay The banks have been significantly short both gold and silver as the prices have rallied this year, with historic peaks for the positions in both metals towards the end of the summer.Although there’s been a big change since then, which we cover in today’s show.Video Length: 00:04:26More By This Author:Silver’s 2024 In Review, […]
Tech Powers Nasdaq, S&P 500 To Record Closes
Tech was the story to start December, with the Nasdaq nabbing a record close and sixth win in the last seven sessions. The S&P 500 followed suit with a record close of its own, and has now rattled off nine wins in the last 10 trading days. The Dow sat out today’s rally, shrugging off November […]
Primed For The Fabled ‘Santa Melt Up’
Image Source: Pixabay MARKETSThe S&P 500 soared to a fresh intraday peak on Monday, igniting December’s trading with a spark after riding the wave of November’s blistering rally.On the economic front, investors sifted through a slew of new data. The Institute for Supply Management’s manufacturing index signalled ongoing softness in factory demand, yet the numbers slightly […]
ISM Manufacturing Contracts 8th Month And The 24th Time In Last 25 Months
ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Please consider the November 2024 Manufacturing ISM® Report On Business® emphasis in bold by ISM, italics mine. The report was issued today by Timothy R. Fiore, CPSM, C.P.M., Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee. “U.S. manufacturing activity contracted […]
Why Rithm Capital Could Be A $15 Stock Sooner Than You Think
Image Source: Pixabay Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT.Over the last few years, Rithm has expanded its business to offer a wide range of finance […]
Introducing The S&P Quality FCF Aristocrats Indices
Image Source: Pexels The S&P Quality Free Cash Flow (FCF) Aristocrats Indices measure companies that consistently generate robust FCF over many years. FCF, the cash remaining after a business covers its operational costs and capital investments, is crucial because it provides financial flexibility. Companies with high FCF can invest in growth opportunities, pay dividends and reduce […]
It’s Been A Tough Month For Healthcare Stocks
depositphotos It’s Been a Tough Month for Healthcare Stocks but Momentum Favors Small Cap Biotechs. Large cap Biopharmaceutical stocks sold off because of competition and lower revenue growth. MedTech sector show less volatility and more growth potential for 2025. SMID caps show good trading prospects because of new products, pipeline and M&A. It’s been a […]
