Markets Weekly Outlook - Fed Chair Pivot Ignites Rally Ahead Of U.S. PCE And Japanese Inflation Data
Wall Street's main indexes surged on Friday after Federal Reserve Chair Jerome Powell hinted at a possible interest rate cut during his speech at the Jackson Hole Symposium. Ten of the 11 S&P 500 sectors were up, with consumer discretionary stocks jumping nearly 3% and communication services rising 2.3%.
Source: seekingalpha.com
Published (UTC): 2025-08-24 06:30:00
The Residential Housing Cycle Has Turned
A detailed trip through the sequence of the residential housing cycle: from monetary policy to home prices. The residential sequence remains in a downturn.
Source: seekingalpha.com
Published (UTC): 2025-08-24 03:34:17
Inflation & Jobs Risks Ahead: Markets Reaction to Powell "Premature?"
Ed Yardeni was "surprised" by Wall Street's reaction to Fed chair Jerome Powell's Jackson Hole speech on Friday. He points out inflation and jobs prints ahead between now and September's FOMC meeting that can reverse course on Powell's dovish commentary.
Source: youtube.com
Published (UTC): 2025-08-23 22:00:18
Powell's Jackson Hole speech: Current & former Fed presidents on inflation, unemployment, & rates
Federal Reserve Chairman Jerome Powell opened the door to rate cuts in his speech from the Kansas City Fed's 2025 Jackson Hole Economic Policy Symposium. Yahoo Finance Fed Reporter Jennifer Schonberger spoke with several current and former Fed presidents about the speech and their views on the US economy, inflation, and rates.
Source: youtube.com
Published (UTC): 2025-08-23 19:54:59
Investing in buy now, pay later stocks: Analyst's 2 top picks
Buy now, pay later (BNPL) services have become a popular financing option. Mizuho Americas senior financial technology analyst Dan Dolev joins Asking for a Trend with Josh Lipton to discuss how to play the space and outlines his top BNPL stock picks: Affirm (AFRM) and PayPal (PYPL).
Source: youtube.com
Published (UTC): 2025-08-23 18:00:22
Is the AI bubble about to burst – and send the stock market into freefall? | Phillip Inman
Shares in US tech stocks are falling but it would probably be unwise for fund managers to pull out
Source: theguardian.com
Published (UTC): 2025-08-23 17:00:05
This under-the-radar ETF trend may be flashing a warning signal for the market
Massive inflows into pockets of the ETF market may be approaching their peak, setting up for a pandemic-like correction, one expert warns.
Source: cnbc.com
Published (UTC): 2025-08-23 17:00:01
Collins Says Next Fed Decision Not a Done Deal
Boston Fed President Susan Collins spoke with Bloomberg before Powell's speech at the Jackson Hole economic symposium, Collins stated that job growth slowing but arguments for taking more time, not a done deal on what we do at the next meeting and policy is modestly restrictive, which is appropriate. -------- More on Bloomberg Television and Markets Like this video?
Source: youtube.com
Published (UTC): 2025-08-23 16:30:05
US tech stocks vs Chinese tech stocks: How they compare
Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, examines the performance of some of the top tech names in the US and China, including Amazon (AMZN), Alibaba (BABA), and more. Catch more Stocks in Translation, with new episodes every Tuesday and Thursday.
Source: youtube.com
Published (UTC): 2025-08-23 16:01:15
Fed Rate Cuts Don't Mean Lower Bond Yields
Powell's Jackson Hole speech was largely neutral, with a softer tone on labor but no real surprises for markets. Inflation expectations remain elevated, with technical indicators suggesting a breakout to the upside, pressuring bond yields higher.
Source: seekingalpha.com
Published (UTC): 2025-08-23 15:45:00
Private Equity-Backed Megadeals On Track To Surpass 2021 Record
Private equity is on pace to invest a record sum of dry powder in megadeals worth at least $5 billion in 2025. Megadeals are playing an outsize role in the broader year-over-year increase in private equity and venture capital deal value, with the total value of the largest deals increasing even as the aggregate value of smaller transactions contracts.
Source: seekingalpha.com
Published (UTC): 2025-08-23 15:30:00
Likely Rate Cuts Will Provide Crucial Tailwinds, Expected Mixed Inflation
We can expect the Federal Reserve to begin rate cuts soon, which should support hiring and ease economic pressures. Rate cuts are timely, as stalled hiring and high unemployment among recent college graduates risk broader job losses if unaddressed.
Source: seekingalpha.com
Published (UTC): 2025-08-23 15:15:00
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Source: benzinga.com
Published (UTC): 2025-08-23 15:01:44
Sector Spotlight, Productivity Rates, and S&P 500 Performers
Sector Spotlight – Five sectors (Utilities, Technology, Industrial, Energy, and Consumer Discretionary) reported gains in July 2025. Two sectors broke even (Financial and Real Estate), while four sectors reported negative returns (Materials, Communication Services, Consumer Staples, and Healthcare) (source: Y Charts).
Source: etftrends.com
Published (UTC): 2025-08-23 14:27:44
Raghuram Rajan Says Fed Chair Powell Should Get More Credit
Fed Chair Jerome Powell opened the door slightly to a potential rate cut in September in his remarks at the Fed's annual conference Jackson Hole. Former Reserve Bank of India governor and Chicago Booth School's Raghuram Rajan says Powell should get more credit for his leadership of monetary policy in achieving a soft landing in the aftermath of pandemic-era inflation.
Source: youtube.com
Published (UTC): 2025-08-23 14:06:09
Businesses bringing back recession specials could be the latest sign of deteriorating consumer sentiment
Fears of a slowing economy and worries about tariffs have spurred young Americans to point out so-called recession indicators. Some businesses are also picking up on the trend, with dining establishments and bars offering “recession specials.
Source: cnbc.com
Published (UTC): 2025-08-23 13:50:20
2025 U.S. P&C Insurance Market Report Projects Stability Amid Broader Volatility
After the industry's combined ratio improved by 5.1 percentage points in 2024 to an 11-year low of 96.5% due in large part to a spectacular fourth quarter for the personal lines, our outlook for 2025 and 2026 contemplates narrower profit margins. A decidedly more favorable operating environment in the private auto business, which accounted for 33.6% of US P&C industry direct premiums written in 2024, will have negative implications for top-line growth in 2025 and 2026 in particular, as some carriers have begun to lower rates.
Source: seekingalpha.com
Published (UTC): 2025-08-23 12:30:00
Dow soars more than 900 points after Fed hints at interest rate cuts
Wall Street is rallying on Friday toward its best day in months after the head of the Federal Reserve hinted the cuts to interest rates that investors and President Donald Trump crave so much may be on the way.
Source: fastcompany.com
Published (UTC): 2025-08-23 12:21:02
At Jackson Hole, Fed Chair Jerome Powell delivered a subtle message to anyone expecting aggressive easing: Don't expect a downhill sprint.
The Fed chair's measured approach leans toward cautious easing amid a “curious” labor market, despite inflation perils.
Source: wsj.com
Published (UTC): 2025-08-23 11:30:00