Trump slaps 30% tariffs on EU, Mexico
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StreetInsider.com Top Tickers, 9/22/2026
- S&P 500, Dow set for higher open with focus on Mideast developments
- Exclusive: SB Energy Nasdaq IPO moving forward as planned
- AI and earnings keep driving markets as focus shifts to Trump-Xi summit
- Meta bull case increasingly playing out, Mizuho says
- Oil falls to two-week low as Gulf supply outlook improves
- Pennsylvania measles cases near 800 as outbreak grows
- A timeline of Trump administration moves to weaken endangered species protections
- Meta AI agent ‘Muse’ triggers massive tech rally as chips and Wall Street soar
- Nasdaq notches record-high close, AI optimism reignites and Treasury yields retreat
- SpaceX and Tesla’s AI linkup is getting deeper. Here’s what Morgan Stanley sees
Citi: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'
July 14, 2025 3:37 PM EDTCiti: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'.
The analyst comments "Investor positioning across US equities remains bullish and elevated; however, recent activity suggests a weakening in momentum. Positioning risks are significant for Nasdaq, with heightened profit levels. In contrast, recent positioning activity in Asia is diverging, with China A50 positioning returning to 3-year highs, and KOSPI near equally extended. Trends in Europe are also showing... More
Jefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'
July 14, 2025 3:32 PM EDTJefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'.
The analyst comments "We hosted Wendy Cutler, Vice President at the Asia Society Policy Institute and former USTR negotiator. KTs: 1) Near-term deals are likely to be intent to negotiate; 2) ASEAN may disengage from trade talks if benefits are uncertain; 3) US trade policy is increasingly influenced by political factors; 4) Countries accelerate efforts to revive stalled negotiations (India-US) or solidify alternative frameworks (BRICS+). 1) Near-term deals are unlikely to provide immediate clarity for markets. Deals are framed as "intent to negotiate" rather than binding commitments.... More
Morgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'
July 14, 2025 3:28 PM EDTMorgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'.
Street Insider: Morgan Stanley S&P target is at 6500 & with the Index currently around 6308 equates to additional 3pct upside remaining.The analyst comments "We get that not everyone is as interested in economics as we are, but investors care because the economy helps to drive the market. But it is critical to remember that the economy is not the market, and the stock market is not the economy. That fact is particularly true now, and current policies can... More
