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Why loosening sanctions would put more pressure on Russia, according to a think tank
The West could spur Russian inflation by easing sanctions on capital flows, Sergey Aleksashenko says. Restrictions are keeping the ruble from depreciating, the former Russian central banker said. "Make it easier to depress the value of the ruble, make imports more expensive, and put pressure on Russian bank balance sheets."
An ultra-safe corner of the commercial real estate debt market is seeing losses as the sector struggles
Commercial real estate pain is sparking defaults in bonds backed by loans on high-quality properties. Single-asset, single-borrower CMBS are typically seen as safe havens by bond investors. The recent stress is a sign of deep pain in the sector as values wobble and loans reach maturity. Pain in commercial real...
The broadening stock market rally just flashed a super-rare bullish signal pointing to more big gains ahead
A rare bullish stock market indicator just flashed, suggesting the S&P 500 rally will continue. The Whaley Breadth Thrust Indicator was triggered due to a sharp rise in stock participation. The indicator has a 100% success rate one year out, with the S&P 500 delivering an average return of 23%.
Stock market today: Indexes slide as Biden plan to tighten China chip crackdown weighs on tech
US stocks were mostly lower Wednesday as the semiconductor industry took a hit. The Biden administration is considering stricter trade restrictions on China’s access to chips. Recent comments from Donald Trump on Taiwan Semiconductor also didn't help the sector. US stocks were mostly lower on Wednesday after as tech...
Stock market today: Dow surges 742 points and small caps rally as investors bet big on Fed rate cuts
US equities soared on Tuesday as the bull market swept into broader corners of the market. While the Dow Jones jumped 1.8% to a new record high, the Russell 2000, an index focused on small-caps, notched an even steeper gain of 3.5%. The rotation into less loved corners of the...
Gold price hits an all-time high as bets on rate cuts and a Trump win fuel the precious metal
The precious metal climbed over $2,465 on Tuesday, eclipsing its record high reached in May. Hopes for a September rate cut are sending gold higher, JPMorgan said. Bets on a Trump presidency are also helping the precious metal climb. The price of gold pushed past its all-time high on Tuesday,...
One of investors' biggest fears about the stock market is fading
One of the prevailing sources of fear about the strength of the stock market rally in 2024 is dissipating. The stellar run of gains that's helped the S&P 500 notch more than 30 record highs so far this year is finally broadening out. In other words, it's not just a handful of mega-cap tech stocks that are driving the S&P 500 and Nasdaq 100 higher anymore.
Ether will outperform bitcoin after the launch of the first ETFs, research firm says
The anticipated debut of spot ether exchange traded funds should bolster the token's performance versus bitcoin, according to research from analytics firm Kaiko. It noted that the ether-to-bitcoin ratio, a measure that compares the two leading cryptocoins, has risen significantly since regulators approved the ETFs in May: the ratio has risen from 0.045 to 0.05, and has remained elevated, Kaiko said.
Small-caps are breaking out and will rally 40% as the S&P 500 sputters, Fundstrat's Tom Lee says
A rally may be brewing in overlooked parts of the stock market. On Monday, the small-cap Rusell 2000 climbed 1.8%, reaching a high not seen in two and a half years. The index has notched gains amid signs of buckling in large-cap peers and a rotation out of the biggest winners of 2024 as markets position for rate cuts.
Stock market today: Indexes rise as traders assess earnings and retail sales beat estimates
US stocks climbed higher as fresh data indicated that consumers were still spending. Retail sales published Tuesday came in better than expected for June. Excluding autos, sales rose 0.4% against estimates of a 0.1% increase. The data marked the biggest increase in three months, and suggests that the US consumer is still strong even as worries swirl around an imminent pullback.
Slamming China with tariffs is a mistake, and the US can do one big thing to support key industries, Yale economist says
The US needs to readjust its approach to China or risk deep and unnecessary fallout between the world's two biggest economies, Yale economist Stephen Roach said. The former Morgan Stanley China chairman blasted each country's mounting antagonism on Bloomberg's Odd Lots podcast, sharing dim views on rising trade barriers. While...
3 reasons the Fed should cut interest rates this month instead of waiting for September
The Fed should cut interest rates at its meeting this month, according to Goldman Sachs. Economist Jan Hatzius highlighted three reasons a rate cut makes sense this month rather than in September. The market sees a 100% chance of a rate cut in September, but only a 7%chance for a...
Looser regulation would allow business-led growth to relieve the 'massive' deficit burden, BlackRock chief Larry Fink says
The US needs to ease business regulation to escape rising deficit trend, Larry Fink said. He told CNBC that Washington's "massive, massive spends" are unaffordable. To lower the debt burden, the private sector must be unrestrained and lead growth, he noted. The US can't hope to escape its rising debt...
The stars have aligned for this corner of the stock market as the US economy enters its 'Goldilocks' era, BofA says
The outlook for cyclical stocks has never been better, according to Bank of America. The bank said the Federal Reserve can shift its focus to economic growth after the cool June CPI report. "Slowing GDP + accelerating EPS has been the best backdrop for stocks," Bank of America said. The...
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