加载中...
共找到 25,004 条相关资讯
Falling rents are providing a disinflationary effect on service inflation; however, this is a sign of a weakening housing market. The full impact of tariffs will be felt in Q1 2026 as low levels of inventory are rebuilt, pushing goods inflation higher and shrinking corporate profit margins.
Michael Hartnett, Bank of America's chief investment strategist, has urged caution as several of Wall Street's most closely watched sentiment indicators suggest markets may be overheating, even as liquidity-driven optimism continues to support risk assets.
Small caps led last week's rally, signaling a broadening bull market beyond the usual large-cap growth leaders. The S&P 500 hit two new highs, with small caps outperforming large caps—Russell 2000 up 6.6% versus S&P 500's 3.7% over three months.
Energy remains my top sector, as Venezuela supply fears are overblown and long-term fundamentals remain intact. WTI below $60 pressures U.S. shale, but supply risks from Venezuela require massive, slow capex and are unlikely to materialize quickly.
Yahoo Finance looks at the latest policies from the Trump administration and the impact on Wall Street. Key topics addressed in this video are Venezuela, Greenland, and housing.
Yahoo Finance speaks to Wall Street insiders about their outlook for the top stocks in 2026. #youtube #stocks #ai #trump 0:00 International Stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
After the U.S.' capture of Venezuelan strongman Nicolás Maduro, investors are racing to capitalize on President Trump's ambitions to dominate the Western Hemisphere.
Hiring sputtered. The unemployment rate rose. 2025 put a decisive end to the hottest job market in a generation.
President Donald Trump on Friday called for credit-card companies to cap the interest rates they charge customers, as the president leans harder into addressing consumers' affordability concerns.
Tech remains resilient amid rotation, with higher-lows and higher-highs signaling continued momentum despite sector underperformance versus broader indices. AI adoption and infrastructure buildout are still early-stage, supporting the thesis that the AI trade and Mag-7 earnings growth remain robust and durable.
Borrowers with 6% and 7% mortgage rates might see a refinancing opportunity if things work out as Trump foresees.
Charlie Garcia responds to readers' concerns about oil, rare-earth minerals and America's foreign policy.
December's jobs report signals a weak labor market, supporting expectations for a Fed rate cut in March. Job growth remains sluggish, with downward revisions and a declining workweek indicating underlying softness.
How events in Venezuela change the investment picture. Outlook for earnings growth in 2026.
The best thing that could be said about the U.S. jobs market at the end of 2025 is at least it didn't get any worse. And maybe — just maybe — hiring might improve in the new year.
I've shifted from a bearish stance to embracing the current bull market, recognizing that optimism has historically outperformed pessimism. Key 2025–2026 market themes include AI advancements, broadening market leadership, and continued Fed rate cuts despite Main Street struggles.
Record valuations and deals driven by AI excitement have led to some concerns that the AI boom is a bubble waiting to burst. Others have argued that the massive investments are necessary to meet data center and AI chip demand.
Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap.
xAI, OpenAI and Anthropic have been rapidly raising more money, adding to the notion of “aspirational” valuations across the AI startup scene.
The S&P 500 gained 16% (up 1.8% y-t-d), and the Dow rose 2.3% (up 3.0%). Federal Reserve credit declined $3.5 billion last week to $6.540 TN, with a four-week gain of $49.2 billion.