Speculation the Iran war is poised to end sent risky assets surging anew, extending a month-long rally that’s lifted the S&P 500 Index to a succession of records, added around $12,000 to the price of Bitcoin and pushed up credit and gold.
US stocks held onto record highs as traders digested a flurry of headlines on the conflict in the Middle East, brushing aside warnings that the US-Iran war would continue to linger for months.
Greg Fleming, president and CEO at Rockefeller Capital Management, says that his clients remain focused on the market opportunity in artificial intelligence, even as uncertainty around the Iran war and energy market fallout persists. He speaks on Bloomberg Television.
Wall Street brushed aside concerns about the Trump administration’s tariff regime to send US stocks to all-time highs in the first trading week of the new year. Bonds remained under pressure.
Seema Shah, chief global strategist at Principal Asset Management, says policy moves by the Trump administration may make 2026 “not as smooth” as investors have anticipated.
Sharp cross-currents buffeted US stocks beneath a placid surface Thursday, as last year’s technology winners sold off and investors dove into energy producers, consumer companies and small caps. An advance in global bonds stalled.
Sharon Bell, senior European equity strategist at Goldman Sachs, says European stocks are set to benefit as US investors seek further exposure outside the tech-heavy US market. "I don't necessarily think that Europe will super outperform in the way it did last year," Bell tells Bloomberg Television. "It just gives you that diversification."
Wall Street optimism faded as traders digested mixed economic data and took stock of shifting geopolitical risks amid a flurry of social media posts from the US President. Yields fell across the globe.
JPMorgan strategist Hugh Gimber says the AI trade is "intact" but favors a "more diversified" investment approach which includes Chinese technology firms. "It's about spreading where you want to take your risk in portfolios," Gimber tells Bloomberg Television.
Wall Street traders took profits on the year’s biggest artificial intelligence winners, dragging global gauges back from the brink of record highs. Longer-dated bond yields climbed.
Stocks climbed in late trading after a positive report from Broadcom Inc. helped turn the tide for tech stocks.
BlackRock's Helen Jewell discusses how significant today's Federal Reserve's decision is for equity markets. "We'd originally priced in quite a few cuts kind of through the end of the year and into next year," she tells Bloomberg Television. "If that starts to stabilize a little bit, then, of course, from an equities perspective, this incredible rise in equities we've seen this year might see a little bit of a pause."
Bonds rose and stocks jumped as the Federal Reserve cut interest rates for a third consecutive time, and after Chair Jerome Powell voiced optimism that the economy will strengthen as the inflationary impact from tariffs proves temporary.
Alexandra Wilson-Elizondo, multi-asset solutions co-CIO at Goldman Sachs Asset Management, talks about what move to expect from the Federal Reserve tomorrow. "We're expecting a hawkish cut," Wilson-Elizondo tells Bloomberg Television. She also talks about the outlook for US economy for the coming year, saying Goldman Sachs still expects to see "above-trend growth" mainly driven by fiscal stimulus and capex spend from the AI trade.
With less than 24 hours to go until the Federal Reserve’s final interest-rate decision of 2025, Wall Street traders put off placing big bets as they waited for clues to the central bank’s path for next year.
Jerome Powell, chairman of the US Federal Reserve, arrives for a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Oct. 29, 2025. Federal Reserve officials delivered their second consecutive interest-rate reduction to support a softening labor market, and said they would stop shrinking the central bank’s portfolio of assets on Dec. 1.
Wall Street anxiety halted a four-day rally in US stocks while Treasuries joined a global bond slump ahead of the Federal Reserve’s final meeting of 2025. While an interest-rate cut is all but certain, traders are growing anxious about the pace of next year’s cuts.
The stock market crept higher, but stopped short of records Friday, as traders refrained from making big bets ahead of the Federal Reserve’s interest-rate cut decision next week. Treasuries notched their worst week since June.
Joyce Chang, JPMorgan Global Research Chair, says the Federal Reserve will likely lower interest rates by 25 bps in December and cut again in January before holding for the rest of 2026. She adds that US inflation remains "very sticky" and that employment data has been weak, unlike "very strong" growth data.
Tech stocks led the climb in US equities as rising expectations for interest-rate cuts helped carry traders’ newfound optimism into the Thanksgiving break. The dollar slumped.
Anwiti Bahuguna, global asset allocation chief investment officer at Northern Trust, discusses the prospects for a Federal Reserve cut in December and why she's concerned about lower rates in a environment where inflation is still above target and the US economy is likely to accelerate. She speaks on Bloomberg Television.
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