Stock Market News Update

Strong Rebound In The S&P 500 As anticipated, the U.S. and China's agreement to pause and lower tariffs for 90 days to allow for further trade deal negotiations was a positive development for the S&P 500. Sentiment in the market has rebounded significantly,...

The S&P 500 Looks To Trade With China The S&P 500 responded positively to the announcement of a trade arrangement between the U.S. and the UK. The announcement provided insight into the framework for future trade deals, specifically the fact that the base...

Upward Momentum In The S&P 500 The S&P 500 had solid upside momentum last week, closing at pre-liberation day levels, as sentiment moved to risk-on. While GDP data was negative and likely shaped by imports, the news that China was open to tariff talks and the...

Is The Bottom In For The S&P 500? The S&P 500 is 14% off its lows in less than two weeks. That would be a decent return in any year of trading. So is the bottom in, or is this a bear-market bounce? Earnings and the Nonfarm Payrolls report will be key elements...

Economy Weighs On The S&P 500 The S&P 500 is in chop consolidation. However, there are signs that it is now following a recessionary path. In our 19 September 2024 post, we noted: "The Federal Reserve cut interest rates by 50 bps yesterday. The available data,...

Bond Market Flex Where, too, now for the S&P 500? The bond market is signalling that it's concerned about the inflationary consequences of the Trump administration's tariffs. The 10-year yield spiked last week while the S&P 500 and the U.S. dollar collapsed....

Tariffs Investors are scrambling to come to terms with the Trump administration tariffs and a global market that was in freefall. There are investors that believe that the Trump administration was not fully transparent about its tariff plans. Some have suggested that...

Trump Administration Aims The main aims of the Trump administration are to deliver real GDP growth of 3% per year, lower annual budget deficits to 3% of GDP, and increase U.S. oil production by 3 million barrels per day. The Trump administration believes these...