JPMorgan's trading team shifts to tactically bearish stance on US equities as prospects for early resolution of US-Iran conflict diminish, though firm maintains that fundamental macroeconomic conditions remain supportive of risk assets and tactical bearishness would end if clear exit path emerges
#YonhapInfomax #JPMorgan #TacticallyBearish #IranWar #USEquities #RiskAssets #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=108948
JPMorgan Turns Tactically Bearish on US Stocks as Iran War Shows No Signs of Early Resolution
JPMorgan's trading team shifts to tactically bearish stance on US equities as prospects for early resolution of US-Iran conflict diminish, though firm maintains that fundamental macroeconomic conditions remain supportive of risk assets and tactical bearishness would end if clear exit path emerges
Wall Street Hedge Fund Manager - 'US Stock Market Weakness Likely to Persist'
Discovery Capital's Rob Citrone warns US equities remain overvalued, expects continued market weakness, and favors emerging markets like Mexico for their lower valuations and structural advantages.
Dow Jones Industrial Average Surpasses 50,000 for the First Time Ever
The Dow Jones Industrial Average breaks through the 50,000 mark for the first time in history, signaling a new milestone for US equities and global markets.
GMO’s Ben Inker forecasts the S&P 500 will decline slightly in 2025 as sector rotation away from overvalued AI stocks pressures the index, with opportunities seen in Japanese small caps and European value shares.
#YonhapInfomax #SP500 #GMO #ArtificialIntelligence #SectorRotation #USEquities #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=97378Nuveen, managing $1.5 trillion, identifies alternative credit as a top 2025 investment theme, citing opportunities in private credit, US equities, real estate, and infrastructure, while noting diminished appeal for US Treasuries amid shifting rate expectations.
#YonhapInfomax #Nuveen #AlternativeCredit #USTreasuries #USEquities #PrivateCredit #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=96390
Nuveen Says Alternative Credit to Be a Key Investment Theme Next Year as US Treasuries Lose Appeal
Nuveen, managing $1.5 trillion, identifies alternative credit as a top 2025 investment theme, citing opportunities in private credit, US equities, real estate, and infrastructure, while noting diminished appeal for US Treasuries amid shifting rate expectations.
Deutsche Bank Says Potential US Rate Hike Could Throw a 'Curveball' at Next Year's Equity Markets
Deutsche Bank warns that a potential US Federal Reserve rate hike in 2026 could disrupt equity markets, citing inflation risks and policy uncertainty.
U.S. equities fell as persistent AI bubble concerns, weak employment data, and a downbeat Home Depot outlook weighed on sentiment, while the dollar rose and bonds traded mixed amid heightened geopolitical tensions.
#YonhapInfomax #AIBubble #HomeDepot #USEquities #DollarIndex #TreasuryYields #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=91449
[New York Market Watch]Continued 'AI Bubble' Concerns Weigh on Equities—Dollar Rises, Bonds Mixed
U.S. equities fell as persistent AI bubble concerns, weak employment data, and a downbeat Home Depot outlook weighed on sentiment, while the dollar rose and bonds traded mixed amid heightened geopolitical tensions.
U.S. stocks extended losses for a second day, with tech shares leading declines ahead of Nvidia's earnings, as AI bubble concerns and weak consumer outlook weighed on sentiment.
#YonhapInfomax #Nvidia #TechStocks #USEquities #AIBubble #MarketDecline #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=91432[New York Stock Market - First Report]Nvidia Earnings Loom as Tech Stocks Lead Another Selloff—Markets Extend Losses
U.S. stocks extended losses for a second day, with tech shares leading declines ahead of Nvidia's earnings, as AI bubble concerns and weak consumer outlook weighed on sentiment.
Bitcoin’s 13% weekly drop has raised concerns on Wall Street that further declines could trigger a sharper correction in US equities, with analysts citing high correlation and tightening credit conditions as key risks.
#YonhapInfomax #Bitcoin #USEquities #SP500 #FederalReserve #CryptoCorrection #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=91276
Wall Street Warns - Deeper Bitcoin Losses Could Trigger Sharper Correction in US Equities
Bitcoin plunged over 13% last week, and Wall Street analysts warn that further declines could trigger a sharper correction in US equities, citing strong correlations and tightening credit conditions, though some maintain a positive long-term outlook for the cryptocurrency.
Dollar-Won Ends at 1,449.30 as Risk Aversion Spreads
The dollar-won exchange rate closed at 1,449.30 as risk aversion intensified amid U.S. equity sell-offs and record corporate layoffs, with the won underperforming despite a weaker dollar.
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