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Yonhap Infomax Newsinfomaxkorea
2026-03-09

JPMorgan's trading team shifts to tactically bearish stance on US equities as prospects for early resolution of US-Iran conflict diminish, though firm maintains that fundamental macroeconomic conditions remain supportive of risk assets and tactical bearishness would end if clear exit path emerges

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2026-02-18

Discovery Capital's Rob Citrone warns US equities remain overvalued, expects continued market weakness, and favors emerging markets like Mexico for their lower valuations and structural advantages.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2026-02-06

The Dow Jones Industrial Average breaks through the 50,000 mark for the first time in history, signaling a new milestone for US equities and global markets.
#50 000
en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-28

GMO’s Ben Inker forecasts the S&P 500 will decline slightly in 2025 as sector rotation away from overvalued AI stocks pressures the index, with opportunities seen in Japanese small caps and European value shares.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-19

Nuveen, managing $1.5 trillion, identifies alternative credit as a top 2025 investment theme, citing opportunities in private credit, US equities, real estate, and infrastructure, while noting diminished appeal for US Treasuries amid shifting rate expectations.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-09

Deutsche Bank warns that a potential US Federal Reserve rate hike in 2026 could disrupt equity markets, citing inflation risks and policy uncertainty.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-19

U.S. equities fell as persistent AI bubble concerns, weak employment data, and a downbeat Home Depot outlook weighed on sentiment, while the dollar rose and bonds traded mixed amid heightened geopolitical tensions.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-18

U.S. stocks extended losses for a second day, with tech shares leading declines ahead of Nvidia's earnings, as AI bubble concerns and weak consumer outlook weighed on sentiment.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-18

Bitcoin’s 13% weekly drop has raised concerns on Wall Street that further declines could trigger a sharper correction in US equities, with analysts citing high correlation and tightening credit conditions as key risks.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-06

The dollar-won exchange rate closed at 1,449.30 as risk aversion intensified amid U.S. equity sell-offs and record corporate layoffs, with the won underperforming despite a weaker dollar.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-05

Japanese stocks plunged at the open, tracking a sharp US market selloff, with the Nikkei 225 down over 2% as investors await Toyota's earnings amid tariff concerns.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-11-05

Morgan Stanley projects continued US stock market strength into next year, citing robust corporate earnings and broad-based EPS growth beyond big tech.

en.infomaxai.com/news/articleV

News Beepnewsbeep@newsbeep.org
2025-10-31

Nick Griffin: “The world’s biggest companies are accelerating – and they’re cheaper than last year” – Chris Conway

After a blockbuster night of US tech earnings, the narrative that “these stocks can’t keep growing” looks shakier…
#NewsBeep #News #Headlines #AU #Australia #growth #techstocks #usearningsseason #usequities #UStechstocks
newsbeep.com/220799/

Yonhap Infomax Newsinfomaxkorea
2025-10-24

Gold prices fell sharply as the US 10-year Treasury yield dropped below 4% and the dollar strengthened, signaling a shift in market sentiment, according to BNY Mellon CIO Sinead Colton Grant, who sees US equities as a better inflation hedge amid robust economic growth forecasts.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-10-24

Bitcoin rebounded above $111,000 amid sharp volatility, driven by President Trump's pardon of Binance founder Changpeng Zhao and a rally in US equities, with major cryptocurrencies and crypto-related stocks also posting gains.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-10-13

State Street reports global institutional investors continue to favor risk assets, keeping bond allocations low, with North American equities leading and renewed carry trade activity in FX and emerging market bonds.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-08-29

South Korea’s variable insurance funds are rapidly increasing allocations to US equities amid the AI investment boom, with Mirae Asset Life Insurance Co. leading the trend by allocating 74% of its assets overseas and posting standout returns.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-08-28

U.S. stocks closed higher as optimism over Nvidia's upcoming second-quarter earnings outweighed caution, with all three major indexes posting gains.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-08-27

Nvidia’s Q2 earnings narrowly beat expectations but disappointed investors, leading to volatile after-hours trading; U.S. stocks rose, the dollar weakened, and bonds were mixed as markets awaited further guidance on AI and Fed policy.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-08-27

U.S. stocks closed higher as anticipation for Nvidia's upcoming earnings fueled moderate gains across major indexes, with the Dow, S&P 500, and Nasdaq all ending in positive territory.

en.infomaxai.com/news/articleV

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