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Something Big Is Brewing In Gold, Stocks, And The Dollar: JPMorgan's Half-Year 2025 Outlook
2025 Jul 02, 4:10pm | 646Even as U.S. stocks trade at all-time highs, JPMorgan's new mid-year outlook suggests a quiet storm may be forming under the surface—one that could see gold soar, the dollar weaken, and markets reset in the second half of 2025. S&P 500 May Cool Off—But Not Crash In a report shared Tuesday, the...
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JPMorgan Stock Is Trending Wednesday: What's Happening?
2025 Jul 02, 10:12am | 365JP Morgan Chase & Co (NYSE:JPM) shares are trending on Wednesday. Here’s a look at what’s going on. What To Know: JPMorgan shares traded higher in after-hours Tuesday after the company announced a dividend increase and authorized a new buyback. The company’s board announced...
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Wall Street's $100 Billion Payout Parade: JPMorgan, Morgan Stanley, Goldman Lead Capital Return Wave After Acing Fed's 2025 Stress Test
2025 Jul 02, 3:23am | 1151Wall Street's biggest banks are rewarding shareholders with a wave of dividend hikes and buybacks totaling more than $100 billion, after clearing the Federal Reserve's 2025 stress test with capital left to spare. What Happened: Last week, the Federal Reserve’s annual stress test, which gauges...
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If Trump Stays 'Wedded To Low Rates' Idea, US Risks A Turkey-Style Inflation Horror Show: Economist Justin Wolfers Warns
2025 Jul 02, 12:09am | 628Economist Justin Wolfers is warning that President Donald Trump's fixation on low interest rates could set the U.S. on a nightmarish path, one that increasingly mirrors the unrelenting inflation crisis that has gripped Turkey over the past couple of years. What Happened: On Tuesday, the University...
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Gold Rarely Beats Bitcoin, But 2025 Could Be Another Blowout Year
2025 Jul 01, 3:07pm | 602Gold has quietly pulled off a rare feat in 2025, beating Bitcoin‘s (CRYPTO: BTC) returns in the first half of the year by a double-digit margin. As of July 1, gold is up 26% year-to-date, marking its best half-year performance since 2007. Bitcoin has gained 13% over the same period. Since...
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Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What's Moving Markets Tuesday?
2025 Jul 01, 1:52pm | 808A mixed trading session took shape Tuesday on Wall Street, as investors rotated out of high-flying tech stocks and into lagging sectors. By midday in New York, the Nasdaq 100 dropped 0.7% to 22,500 points, while small caps in the Russell 2000 jumped 1.9% and the Dow Jones Industrial Average climbed...
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$90 Billion Capital Cushion Points To Serious Bank Shareholder Payday: Goldman Sachs
2025 Jul 01, 11:16am | 525Goldman Sachs analysts are cautiously optimistic about the prospect of major U.S. banks returning more capital to shareholders through buybacks and dividends. Thanks to regulatory changes and strong results in the Federal Reserve's latest stress tests (CCAR), the top five banks are sitting on an...
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Goldman Sachs Now Expects 3 Fed Rate Cuts In 2025 Amid Weak Jobs Data, Modest Trump Tariff Effects
2025 Jul 01, 4:08am | 493Goldman Sachs Group Inc. expects the Federal Reserve to deliver three quarter-point interest rate cuts this year, revising its outlook upward amid muted tariff effects and labor market weakness, the Wall Street brokerage said on Monday. What Happened: The investment bank now projects three...
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Scott Bessent On Replacing Powell As Fed Chair: 'I Will Do What The President Wants' — Plays Down Shadow Chair Speculations
2025 Jun 30, 10:53pm | 604On Monday, U.S. Treasury Secretary Scott Bessent responded to a question on whether he was willing to replace Jerome Powell as Federal Reserve chair. What Happened: “I will do what the President wants,” Bessent said in an interview with Bloomberg TV on Monday, when asked about the...
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Donald Trump Calls Fed Chair Jerome Powell A 'Bad Person' Who Keeps Rates 'Artificially High,' Says Benchmark Should Drop By Half
2025 Jun 30, 7:07am | 507President Donald Trump escalated his war of words with Federal Reserve Chair Jerome Powell on Sunday, accusing him of keeping interest rates “artificially high” and insisting the benchmark should drop to "1% or 2%”, half of what it is now. What Happened: Appearing on Fox News' "...
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Wall Street Soars To Record Highs, Nvidia Becomes World's Most Valuable Company: This Week In Markets
2025 Jun 27, 4:12pm | 504Wall Street returned to record highs at the end of June, with both the S&P 500 and Nasdaq 100 breaking above their February peaks, capping a powerful rebound from April's tariff-driven lows. Investor sentiment turned positive as geopolitical and trade risks eased. Oil prices slumped $12 to $65...
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Inflation Is Heating Up Again—Are Tariffs To Blame?
2025 Jun 27, 8:53am | 410Inflation picked up again in May, snapping a two-month slowdown, raising fresh concerns that rising tariffs on foreign goods may start to strain U.S. consumers. The Personal Consumption Expenditures (PCE) price index rose 2.3% in May from a year earlier, matching economists’ expectations and...
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Mohamed El-Erian Flags Political Narratives Affecting Federal Reserve's 'Institutional Integrity And Operational Credibility'
2025 Jun 27, 4:19am | 745Mohamed El-Erian, a prominent economist and former CEO of PIMCO, has voiced significant concerns regarding the Federal Reserve, asserting that it is “getting harder to convince people that the Fed is apolitical.” What Happened: In a recent Substack post, El-Erian identifies three...
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Trump Appointing A 'Shadow Chair' At The Fed Has Put Dollar Under Pressure, Meanwhile China Is Dumping The Greenback And Hoarding Gold
2025 Jun 26, 10:53pm | 690China is accelerating its move away from U.S. dollar-denominated assets, with the share of U.S. Treasuries and the Dollar in the country’s reserves reaching its lowest levels in over a decade. What Happened: On Thursday, The Kobeissi Letter, in a post on X, captured this dramatic shift,...
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Nvidia's New High Shows More Room For AI Trade, Buying On Trump's Move To Make Powell Miserable
2025 Jun 26, 12:19pm | 1502To gain an edge, this is what you need to know today. Room In AI Trade Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: This article is about the big picture, not an individual stock. The chart of NVDA stock is being used to illustrate the point. The...