A big part of the Trump team’s focus may be spent convincing the “bond vigilantes” behind the latest Treasury selloff that the fiscal outlook isn’t set to deteriorate sharply under one-party rule in Washington, D.C. “We still think there is room...
JPMorgan says U.S.-China trade war will escalate, bar is too high for truce Massive retail trader buying fueled Monday's turnaround, as little guy continues to drive bull market Fred Imbert3 hours ago Read More News Tips Got a confidential news tip? We want to hear from...
During Trump's presidency, the S&P 500 gainedabout 65%overall. As of Nov. 1, the S&P 500 is up about 49% under Biden and Harris. One of the major reasons market returns have been more muted under Biden and Harris is inflation. Under Trump, cumulative inflation based on the consumer pri...
Analyst Stephen Biggar says First Republic provided JPMorgan with a large infusion of high quality loans and deposits that will boost the bank's high-net-worth customer base. Biggar says JPMorgan has an impressive credit card franchise and an attractive loan growth profile. Argus has a "buy"...
What makes the reaction notable is Trump’s campaign promises weren’t what you’d normally consider investor-friendly. They include: hefty tariffs that will potentially strain relations with key trade partners like China; mass deportations of low-wage undocumented workers; tax cuts targeted at corp...
We came up with seven companies that we think qualify as great America First investment ideas. Three major caveats: First, there’s no guarantee that Trump’s policies will emerge as promised. Second, even if they do, there’s no assurance that they will work as touted—unintend...
Cryptocurrency is also surging as investors bet that the second Trump administration will benefit the volatile sector. Bitcoin prices rose nearly 8% to a record $75,345.00 in early trading, before dipping to about $73,500. The former president, who was once critical of digital currencies...
Prashanth Perumal
“President Trump’s Administration promises to usher in a new trade and tariff regime,” Stifel analyst J. Bruce Chan wrote in a recent note, adding that there is still uncertainty about what policies and proposals will stick. “As such, it’s difficult to assess the ultimate impact to ...
2021 Forecast: Will Markets Fall or Rise Under President Biden? [UPDATE]— As I wrote on August 20 in the article below, we’ve survived what some called “the most important election in the history of the republic.” Whenever I heard that quote, I thought of Adam Smith, the Sc...