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- Wall Street indexes slip as oil prices rise, retail results awaited
- Trump threatens to bomb Oman over Iran stance
- Why this Wall Street strategist says the "trade is long gold"
- U.S. EV market shows signs of bottoming out: Bernstein
- Micron rises as White House presses Apple to avoid Chinese memory chips
- Wall Street indexes slip as oil prices rise, retail results awaited
- Oil settles up over $2 as Iran war stalemate stokes supply concerns
- Trump threatens to bomb Oman over Iran stance
- BofA sees Micron EPS topping $230 by FY30, calls peak fears overblown
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Why Telsey says 2025 outlook 'brings higher uncertainty'
January 1, 2025 10:00 AM ESTTelsey Advisory Group (TAG) has warned of increased uncertainty in 2025, citing changes in monetary policy, inflation trends, and a shifting economic landscape.
In its latest Monthly Economic Pulse note, TAG downgraded its economic indicator for monetary policy to Neutral from Tailwind.
They state that the Federal Reserves decision to slow interest rate cuts in 2025 has contributed to this cautious outlook. While 2024 saw 100 basis points in cuts, the Fed now... More
Goldman Sachs discusses sensitivity of the US economy to a China trade war
December 26, 2024 3:00 PM ESTIn a note to clients this week, Goldman Sachs analysts outlined the potential economic impact of heightened trade tensions between the US and China under a second Trump administration, with tariffs expected to rise by an average of 20 percentage points.
The investment bank explores the exposure of the US economy to Chinese imports and the implications for both consumers and producers.
From a consumption perspective, we estimate that import content from China accounts for 7% of the producer value of US goods consumption... More

