#markets

Don Curren 🇨🇦🇺🇦dbcurren.bsky.social@bsky.brid.gy
2026-01-08

2 Bloomberg: “When #markets are priced for perfection, any unfortunate developments can have outsized consequences,’’ said Louis Gave of research firm Gavekal.

Don Curren 🇨🇦🇺🇦dbcurren.bsky.social@bsky.brid.gy
2026-01-08

1 Bloomberg: by reinforcing how unpredictable he is, #Trump is likely to give investors pause at a time when #US #stockmarket #valuations are well above historic norms. 🧵 #markets

Bloomberg chart showing S&P 500 valuations are well above their 30-year averages.
Don Curren 🇨🇦🇺🇦dbcurren.bsky.social@bsky.brid.gy
2026-01-08

Bloomberg: #Stocks fell after Donald #Trump followed his intervention in Venezuela with moves targeting the #UShousing and #defense industries, signaling further volatility in the second year of his latest term. #markets

JPMorgan drops a bombshell on Alcoa stock! Lisa Kailai Han reports a 20% downside forecast, with JPMorgan downgrading the aluminum producer as prices are set to level out after a strong run. What does this mean for your portfolio? Read the full analysis. cnbc.com/2026/01/08/jpmorgan-d #Stocks #Markets #Investing #Aluminum

Tasmin Lockwood reports, a massive $1.5 trillion military budget in 2027 has global defense stocks surging! Major contractors like Northrop Grumman and Lockheed Martin are seeing significant gains, with European and Asian defense firms also rallying amidst heightened geopolitical tensions. Read the full analysis from CNBC. cnbc.com/2026/01/08/defense-st #DefenseStocks #MilitaryBudget #Markets #Geopolitics

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