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Another year of record utility rate requests was established in 2025. Rate requests in 2025 were again dominated by electric utilities, which requested $18.23 billion in aggregate rate increases, while gas utilities requested $3.83 billion.

U.S. Supreme Court justices appear reluctant to grant President Donald Trump's request to let him immediately remove Federal Reserve Governor Lisa Cook. But their eventual ruling following this week's arguments in the case may not give Cook a sweeping victory.

Metals have shone brightly throughout the week, all gapping higher at the weekly open and extending to continuous record highs as the week progressed. Except for Stocks, which have remained resilient throughout the chaos, the US Dollar took a gigantic hit as Trump's latest show was not well received by participants.

Although global risks remain, including geopolitical, outright recession risks in the US and globally appear relatively low in 2026, and compelling evidence of bubbles in credit and equities is hard to find in conventional valuation measures. Equity fundamentals remain supportive, driven by resilient earnings which are expected to broaden outside of Magnificent-7, along profit margins near all-time highs and resilient consumer demand.

Three weeks into the new year, markets hint at unbelievable possibilities. The UK's January Composite PMI index surged to a stronger-than-expected - and a 21-month high - 53.9.

Escalating, then rapidly de-escalating, U.S.–EU tariff threats tied to Greenland triggered sharp volatility, technical damage, and a swift relief rally across risk assets. Diverging signals from chipmakers, memory suppliers, and enterprise software reinforced that AI remains a secular growth theme, but one defined by supply constraints and widening dispersion.

Markets swing on geopolitical headlines. U.S. labor market shows signs of stability.

It was a disquieting year, as political and economic news stories shook the foundations of the post-war economic order, built around global trade and the US dollar. In this post, I will focus on US equities, starting with the indices and then deconstructing the data to see the differences in the cross-section.

Supply Chain 'Bottlenecks' May Be An Investment Opportunity

Stock traders are rebalancing their positions ahead of next week's FOMC and key earnings. After the past two rebounding sessions, weekend risks and high-tier events stall the impulse.

Polymarket and Kalshi are challenging FanDuel and DraftKings for a lucrative business.

Nearly half of investors plan to increase exposure to hedge funds, according to a Goldman Sachs survey.

Global stocks staged a relief rally after Trump rolled back his threat to take Greenland by force, recouping most of their earlier losses, just as they have after previous episodes.

'Mad Money' host Jim Cramer looks ahead to next week's market game plan.

One clear beneficiary of the turmoil: precious metals. Silver has been unstoppable, hitting $100 for the first time in history with a 43% year-to-date gain.

G2 Weather Intelligence's Paul Walsh joins 'Fast Money' to talk the impact of the upcoming snowstorm on the stock market.

President Trump delivered an address at the World Economic Forum (WEF) in Davos, Switzerland, this week that struck a softer tone around Greenland and NATO tariff threats. Earlier in the week, US leader touted his administration's economic achievements and domestic policy from the first year of his second term.

Investors may be tempted, after three years of double digit gains, to ditch the stock market amid this year's bout of volatility. Jim Lacamp, senior vice president with Morgan Stanley Wealth Management, is encouraging them to white knuckle it.

Ned Davis' Tim Hayes joins 'Closing Bell Overtime' to talk his approach to the current market momentum and if it could continue.

Market Domination Overtime anchor Josh Lipton breaks down the latest market news for January 23, 2025. Talley Léger, The Wealth Consulting Group Chief Market Strategist, discusses why cracks in the labor market could lead to more interest rate cuts and boost stocks.