Market Analysis
98 articles in this category
Real Incomes Climb as Wages Rise and Inflation Cools
Inflation-adjusted incomes are rising as wages firm and price growth moderates, strengthening consumer spending, easing household budgets and supporting a steadier U.S. economy.
SNB Keeps Rate at 0% as Inflation Eases; European Stocks Slip on Fed Cut Reaction
The SNB left rates at 0% as inflation cools. European stocks dipped modestly as investors weighed the Fed's rate cut and central bank commentary amid shifting yield and currency dynamics.
Trade Frictions and AI Drive Market Themes to Watch in 2026
In 2026, escalating trade frictions and rapid AI adoption will reshape supply chains, boost semiconductors and cloud leaders, and amplify policy and valuation risks for investors.
Fed Policy Stalemate Meets a Surging Solar Stock Rally
The Fed faces a policy impasse as sticky inflation and uneven growth limit options. Investors meanwhile cheer a solar stock rally fueled by policy support and cost declines.
Tariff Gaps Drive Trade Shifts as U.S. Imports Ease in November
A modest November dip in U.S. imports underscores how tariff gaps and trade diversion are shifting sourcing, inventories and nearshoring toward lower-tariff suppliers.
Trump: Fed Should Have 'At Least Doubled' Latest Rate Cut
At a White House meeting with tech CEOs including Michael Dell, Donald Trump said the Federal Reserve's recent interest rate cut was too small and should have been 'at least doubled.'
Thyssenkrupp restructuring drives steep annual loss
Thyssenkrupp faces a steep annual loss as deep cuts in its steel division and tepid demand weigh on results. Restructuring charges and weaker markets hit profitability.
Argentina’s Plan to Privatize Railways Faces a Long, Complex Road
Argentina seeks private capital to modernize railways, but aging infrastructure, union resistance, financing gaps and regulatory hurdles mean meaningful change will take years.
European brewers urge government support as market softens
Europe’s brewers are seeking targeted government relief as sales soften, citing pressures from changing consumer habits, higher costs and the need to protect jobs and green investments.
Thailand’s New Era: Balancing Japanese Investment and Chinese Influence
Thailand is entering a mixed Japanese-Chinese era as Tokyo and Beijing expand investment and trade ties. The shift is reshaping supply chains, industry policy and regional geopolitics.
Rising Odds of Below-Average Market Returns in 2026
Analysts see growing odds of below-average U.S. market returns in 2026 as rich valuations, higher rates, and slowing growth increase downside risk; investors should lower expectations.
Yieldstreet rebrands to Willow Wealth as investors absorb $208M in losses
Yieldstreet's rebrand to Willow Wealth comes as investors report roughly $208 million wiped out amid an unfolding funds collapse, fueling anger and plans for legal action.
Three economic flashpoints China’s leaders will face in 2026
China's leaders convene next week to outline 2026 economic plans. Investors should watch three flashpoints: growth targets, property debt, and tech and trade policy direction.
SONAR launches STVI and STRI to illuminate truckload tender trends
SONAR unveils STVI and STRI—two tender-based indexes measuring truckload volumes and carrier rejections—offering shippers and carriers faster signals on capacity and rate pressure.
The Fed’s Quiet Liquidity Shift: Why Money-Market Funds Could Be First Hit
The Fed has already tightened liquidity by trimming reserves and using repo tools. If a 2019-style squeeze returns, money-market funds could be the first domino to fall.
Total-Return Outlook for Major Asset Classes — Dec 2, 2025
A concise December 2025 forecast of total returns across major asset classes - equities, bonds, cash, real assets - highlighting expected ranges, risks, and portfolio implications.
Soft Labor Market Revives Odds of Fed Rate Cut; Officials Stay Cautious
Softening U.S. labor data — slower hiring and moderating wage growth — has revived market bets on a Fed rate cut later this year, though officials remain cautious.
NYC Eyes Mega-Casinos as Tool for Jobs and Revenue
NYC evaluates mega-casino projects promising jobs and tax income; supporters cite growth and tourism, critics warn of social costs, congestion and real estate shifts.
Can Carvana Turn Disruption Into Meaningful Used‑Car Market Share?
Carvana has about 1.5% of the U.S. used‑car market. Analysts call it a disruptor and see a realistic route for it to capture a materially larger share within a decade.
Three Non‑AI Market Risks That Could Roil 2026
Three principal non‑AI risks for 2026: tighter central-bank policy and higher rates, mounting fiscal and sovereign debt pressures, and geopolitically driven commodity or supply shocks.