Equities

Roubini Launches New ETF to Hedge Against Trump's Inflationary Policies

Economist Nouriel Roubini, known for his accurate prediction of the 2008 financial crisis, has launched a new exchange-traded fund (ETF) designed to protect investors from the potential inflationary consequences of Donald Trump's economic policies, reports Bloomberg. Roubini argues that Trump's planned tax cuts and tariffs threaten

Corporate America on Edge as Trump's Tariff Threat Looms

Corporate executives are adopting a wait-and-see approach to President-elect Donald Trump's promised heavy tariffs on imports, but many have expressed significant concerns about the inflationary impact of such measures, reports Reuters. Numerous major US corporations have addressed the tariff issue at recent investor events and conference calls, with

European Stocks Lag US by Record Margin as Trump's Protectionist Policies Loom

European stock markets are significantly underperforming their US counterparts, marking a record gap since Donald Trump's re-election victory fueled concerns about his protectionist trade policies, reports the Financial Times. While US stocks hit record highs following Trump's win, surging nearly 25 percent year-to-date, European equities have

Global Stocks Tumble as Fed Signals Slower Rate Cuts

Global stock markets experienced their most significant weekly decline in two months, while US Treasury yields hit a five-and-a-half-month high on Friday, as economic data and statements from Federal Reserve officials indicated a less aggressive approach to interest rate cuts, reports Reuters. This shift in expectations followed comments from Fed

US Stocks Poised for Strong 2025 Performance, BofA Survey Predicts

Following the recent election, a surge in bullish sentiment has pushed investors' US stock exposure to its highest level in 11 years. This bullishness is expected to continue, with a Bank of America fund manager survey predicting that US equities will be the top-performing asset in 2025, reports Markets

US Chip Export Controls Spark Volatility in Semiconductor Sector

The US has reportedly ordered Taiwan Semiconductor Manufacturing Co (TSMC) to halt shipments of advanced chips used in artificial intelligence (AI) applications to mainland Chinese customers. The restrictions, detailed in a Department of Commerce letter, apply to chips with designs of 7 nanometers or more advanced. This latest move follows

Asian Markets Rise on Trump Win, China Stimulus Hopes

Asian stocks mostly rose on Thursday, following a surge in US markets, as investors reacted to Donald Trump's re-election and the anticipation of an impending Federal Reserve interest-rate cut, reports Bloomberg. Hong Kong and China's equity gauges rallied on expectations that Beijing will unveil further stimulus
Asian Markets Rise on Trump Win, China Stimulus Hopes

US Equities Poised for Further Gains: UBS

Despite recent market volatility ahead of the US presidential election and key economic data releases, UBS Wealth Management remains optimistic about US equities. In a note published yesterday, the firm points to strong macroeconomic data and robust earnings from megacap tech companies as key drivers of further market gains. "

China's Stock Rally May Have Legs, Says Goldman Sachs

Chinese stocks are showing signs of life again after a volatile year, and this time, the rally may have staying power, according to a note published by Goldman Sachs. Despite recent gains fading after a September surge, the bank suggests that several factors point to further upside potential in Chinese

US Equities Poised for Further Gains Despite Short-Term Volatility: UBS

UBS maintains a positive outlook on US equities and anticipates further gains for the S&P 500, predicting a target of 6,600 by the end of 2025, according to a note published by its Chief Investment Office on Thursday. The S&P 500 has experienced a three-day