Could the Market Have Mispriced US Inflation Odds?
Our main macro thesis for the first half of 2025 is that another disinflationary wave will hit the US. We…
Where Does Money Come From?
All money is lent into existence. The Federal Reserve or the government does not print money. Those two facts are…
GBP/USD Bulls Need More Than a BoE Rate Cut to Regain Bullish Momentum
Trump’s initial tariff push jolted FX markets, with GBP/USD rebounding on hopes the UK avoids trade restrictions. Traders eye Thursday’s…
2 Big Tech Stocks Analysts Remain Bullish On Post Earnings
Tesla’s correction could offer an entry point, but its future hinges on ambitious plans for 2025. Microsoft’s strong earnings mask…
Race for Arctic Riches: Geopolitical Jockeying Heats Up Amid AI and Market Shifts
Tech stocks are selling off sharply today, triggered by concerns that China’s just-released DeepSeek AI assistant may steal the thunder…
The Case for Passive Investing May Have Never Been More Precarious
Overseas investors have never been more bullish on U.S. equities than they are today. “Over the past three months, foreigners…
Investing.com’s stocks of the week By Investing.com
Investing.com -- Building on the momentum from the previous week, equities have continued to climb, but not without some volatility following…
Trump’s influence felt at Davos as EU and UK economic concerns grow
On Monday, during his podcast, financial expert Louis Navellier discussed the impact of President Donald Trump's recent appearance at the…
Cinemark credit outlook revised to positive at S&P on robust box office expectations By Investing.com
Investing.com -- Cinemark Holdings (NYSE:) Inc.'s outlook has been revised from stable to positive due to strong box office expectations.…
UK gilts yields rise; Reeves pledges to new fiscal measures By Investing.com
Investing.com - The yields on UK government bonds rose Thursday after Chancellor Rachel Reeves said she was prepared to announce…