加载中...
共找到 25,464 条相关资讯
The S&P 500 closed out the first week of December 2025 at 6,870.40, up 0.3% from where it closed the previous week. The main focus of investors continues to be what action the Federal Reserve will take with short-term U.S. interest rates.
Subscribers can submit questions in the comments space. Come back to watch our livestream at 2:15 p.m.
I remain bullish on the S&P 500 heading into 2026, despite concerns about index concentration and bubble talk. Big Tech earnings resilience, strong corporate balance sheets, and a likely return to easier Fed policy underpin my positive outlook.
You'd have made a lot more this year investing in non-U.S. stock markets. These ETFs are worth considering now.
I see continued economic expansion into 2026, despite recent headwinds like tight monetary policy and government shutdowns. Upward revisions in S&P 500 earnings estimates for Q4 are highly unusual outside of post-recession recoveries, signaling robust corporate momentum.
William Dudley, former New York Fed president, joins 'Squawk Box' to discuss the Fed's policy meeting this week, what to expect from the central bank, rate path outlook, what to expect from the next Fed chair, and more.
This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.
Trump's trade war is reshaping global trade, forcing U.S. companies to shift away from China, manage rising costs and legal uncertainty, and adapt to new financial and supply chain risks.
Treasury yields rose ahead of the year's final Fed meeting this week.
Fed policymakers face a tough decision on rates with inflation remaining above target as weak job market data and rising layoffs complicate the outlook for the December meeting.
The most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.
US stocks are set to extend their winning run on Monday, with investors looking ahead to the Federal Reserve meeting later in the week. Equity futures were cautiously positive in the early hours, with the Nasdaq pointing to a 0.3% gain, S&P 500 futures up 0.1% and Dow Jones futures just above flat.
U.S. President Donald Trump said on Monday he would sign an executive order this week that he said would create a single national rule for artificial intelligence, which the industry has said is necessary to override disparate laws passed by U.S. states.
Jeremy Siegel, professor emeritus of finance at University of Pennsylvania's Wharton School of Business and WisdomTree chief economist, joins 'Squawk Box' to preview this week's Fed Policy meeting, what to expect from the central bank, rate path outlook, the race for the next Fed Chair, and more.
JPMorgan has struck an optimistic note on the year ahead, arguing that the global backdrop is quietly shifting in favour of equities — though investors may need to brace for a bout of “travel and arrive” after this week's Federal Reserve meeting. Markets have already fully priced in a December rate cut, which the bank says leaves little room for upside in the immediate aftermath and raises the risk of some profit-taking into year-end.
The S&P 500, per my projection, is likely to reach 7,900 in 2026, assuming continued AI adoption and sustained investor optimism. Current AI infrastructure investments, though aggressive, are foundational and not indicative of a speculative bubble — returns are expected as AI monetization matures.
Stock-picking is no longer as alpha-friendly as in past decades due to the dominance of indexed investing, particularly in the S&P 500. I now prioritize ETF-based strategies, using a mix of offense (SPY) and defense (BIL), and limit individual stock selection to tactical, short-term opportunities.
Margin debt now stands at a record of more than $1.1 trillion, up nearly 40% on an annual basis. In recent years, not only has margin debt surged, but the “cost of carrying” that debt has also risen.
More than 280 new billionaires were minted this year, made richer in part by rising stocks and a return of IPO activity. The U.S. led the global billionaire increase, with 92 new self-made billionaires representing wealth of $180 billion, according to UBS.
Short-term interest rates are too high. This sets up an opportunity in 1-year Treasury bills.