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09:04 PM |
Answers to frequently asked questions about The Wall Street Journal's Economic Forecasting survey plus links to stories and archival data. |
https://www.wsj.com/economy/economic-forecasting-survey-archive-11617814998 |
WSJ |
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wsj.com |
Answers to frequently asked questions about the survey plus links to survey stories and archival data. |
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09:00 PM |
Economists expect stronger growth and job creation, lower risk of recession and cooler inflation than they did three months ago, according to a Wall Street Journal survey |
https://www.wsj.com/economy/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476 |
WSJ |
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wsj.com |
Forecasters nudge up growth and trim inflation estimates as tariffs prove lower and less costly than expected in April. |
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02:28 PM |
Federal Reserve quietly responds to Trump administration attacks over renovation |
https://www.cnbc.com/2025/07/12/federal-reserve-trump-renovation-attacks.html |
CNBC |
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cnbc.com |
A new "Frequently Asked Questions" page on the Federal Reserve's website defends the central bank's recent renovation project — and responds to many Trump administration criticisms of it. Office of Management and Budget Director Russell Vought slammed the renovation project and said he would pursue an investigation. |
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01:13 PM |
Wall Street braces for weakest earnings season since 2023 amid market highs |
https://invezz.com/news/2025/07/12/wall-street-braces-for-weakest-earnings-season-since-2023-amid-market-highs/ |
Invezz |
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invezz.com |
As the second-quarter earnings season kicks off, US equity markets are hovering near record highs, buoyed by optimism that many now hope will be validated by incoming corporate results. Yet expectations for earnings are subdued. |
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12:45 PM |
Trump announces significant 30% tariffs against Mexico, EU to begin next month |
https://www.foxbusiness.com/politics/trump-announces-significant-30-tariffs-against-mexico-eu-begin-next-month |
Fox Business |
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foxbusiness.com |
President Trump imposes new 30% tariffs on Mexican and EU imports effective August 1, warning that any retaliatory measures will be matched and added to the base rate |
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11:27 AM |
These are America's 10 strongest state economies best prepared for a recession |
https://www.cnbc.com/2025/07/12/10-strongest-us-economies-recession-top-states-for-business-rankings.html |
CNBC |
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cnbc.com |
With concerns about a recession still elevated, states are promoting themselves to business as economically strong and stable. The strength of each state's economy is the most important factor in CNBC's 2025 state competitiveness rankings. |
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11:27 AM |
These are America's 10 weakest state economies most at risk in a recession |
https://www.cnbc.com/2025/07/12/10-weakest-us-economies-recession-top-states-for-business.html |
CNBC |
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cnbc.com |
In trying to attract businesses, states are playing to corporate leaders' economic anxieties, marketing themselves as safe havens. Because of that, CNBC's annual America's Top States for Business rankings give extra weight to state economies in 2025. |
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11:01 AM |
What Higher Yields Mean for Your Portfolio and Plan |
https://www.youtube.com/watch?v=vezw6L_1CP8 |
Morningstar |
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youtube.com |
#Morningstar #HigherYields #InvestingPortfolio Long-term bond investors can benefit from the current environment. 00:00 Introduction 00:22 Why Interest Rates Have Been High in 2025 01:37 Why High Yields Are Good for Bond Investors 02:37 Do Bond-Fund Investors Also Benefit From Higher Yields? |
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10:57 AM |
SPY: Wile E Coyote Moment On The Horizon |
https://seekingalpha.com/article/4800854-spy-wile-e-coyote-moment-on-the-horizon |
Seeking Alpha |
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seekingalpha.com |
I maintain my sell recommendation as S&P 500 valuations have returned to bubble-like levels, with forward P/E at 22x and sentiment at 'Extreme Greed'. The recent truce in the US-China trade war fueled a market rebound, but risks from escalating tariffs remain high and earnings forecasts are being cut. |
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10:00 AM |
Markets are at all-time highs but warning signs are emerging |
https://www.youtube.com/watch?v=XGCab3_nCkA |
Yahoo Finance |
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youtube.com |
Brent Schutte, Northwestern Mutual Wealth Management Company chief investment officer, joins Morning Brief with Julie Hyman to discuss the biggest risks facing investors right now: inflation, a slowing economy, and potential earnings weakness. Watch the video above to hear Schutte's advice for investors who need to "pump the brakes. |
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09:01 AM |
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet |
https://www.benzinga.com/trading-ideas/long-ideas/25/07/46381556/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-73 |
Benzinga |
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benzinga.com |
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. |
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08:57 AM |
Trump announces 30% tariffs on EU and Mexico |
https://www.cnbc.com/2025/07/12/trump-tariffs-european-union-eu-mexico-trade.html |
CNBC |
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cnbc.com |
President Donald Trump revealed the new rates in letters to European Commission President Ursula von der Leyen and Mexico's president Claudia Sheinbaum. |
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07:36 AM |
S&P500 and Dow Jones: Retreat on Tariff Fears as Fed Faces Pressure and Valuations Stretch |
https://www.fxempire.com/forecasts/article/sp500-and-dow-jones-retreat-on-tariff-fears-as-fed-faces-pressure-and-valuations-stretch-1533088 |
FXEmpire |
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fxempire.com |
US stocks dipped as Trump's Canada tariffs spooked markets. S&P500 and Dow face pressure while Fed hesitates on rate cuts amid rising inflation risks. |
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07:30 AM |
What might SURPRISE investors in next week's earnings announcements |
https://www.youtube.com/watch?v=UhgIVrSfI-w |
Fox Business |
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youtube.com |
Westwood Group chief investment officer Adrian Helfert assesses President Donald Trump's tariffs, upcoming earnings announcements and more on ‘Barron's Roundtable.' #foxbusiness #fox #news #stockmarket #earnings #money #markets #investing #investment #wallstreet #trump #tariffs |
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07:30 AM |
‘Story' stocks are smoking hot in 2025. This is how it could end badly for investors. |
https://www.marketwatch.com/story/story-stocks-are-smoking-hot-in-2025-this-is-how-it-could-end-badly-for-investors-e12c64f4 |
Market Watch |
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marketwatch.com |
In the stock market of 2025, a company's ability to reliably generate profits is taking a back seat to its ability to tell a good story. |
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07:05 AM |
Billionaire Investor Warns Markets Are Too Complacent On Tariffs: Our Approach |
https://seekingalpha.com/article/4800723-billionaire-investor-warns-markets-are-too-complacent-on-tariffs-our-approach |
Seeking Alpha |
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seekingalpha.com |
A prominent billionaire investor and CEO recently warned that the markets are being way too complacent about the risks from higher tariffs. We share our view on the risk from potential increases in tariffs. |
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07:00 AM |
How Trump's trade policies are (and are not) impacting the markets |
https://www.youtube.com/watch?v=B-ZGTLtJ-oY |
Yahoo Finance |
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youtube.com |
President Trump has announced and sent new frameworks for trade agreements this past week. We look at how his policies could impact markets. |
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06:38 AM |
What Moved Markets This Week |
https://seekingalpha.com/article/4800834-what-moved-markets-this-week |
Seeking Alpha |
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seekingalpha.com |
Wall Street on Friday ended the week slightly lower, as sentiment was dented by trade war escalation. Still, U.S. stocks are at record levels, and the benchmark S&P 500 index (SP500) this week posted a new intraday high of 6,290.22 points. |
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06:28 AM |
June CPI Report To Show First Signs Of Tariff-Related Inflation |
https://seekingalpha.com/article/4800820-june-cpi-report-to-show-first-signs-of-tariff-related-inflation |
Seeking Alpha |
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seekingalpha.com |
June CPI is expected to show the first signs of tariff-driven inflation, with consensus expectations for core CPI at 0.3% MoM and an increase in annual core CPI to 3%. The macro environment is stagflationary, with tariffs, higher commodity price rises, and a weaker dollar all pushing inflation higher into 2025 and 2026. |
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05:01 AM |
Tariffs or Deals? Trump Seems Content With Punishing Levies. |
https://www.nytimes.com/2025/07/12/business/economy/trump-tariffs-deals.html |
NYTimes |
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nytimes.com |
The president's supporters portray him as a top dealmaker. But, at least for now, far more trading partners have gotten stiff tariffs than trade deals. |
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03:00 AM |
Weekly Commentary: The Return Of Tariffs |
https://seekingalpha.com/article/4800805-weekly-commentary-the-return-of-tariffs |
Seeking Alpha |
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seekingalpha.com |
Speculative markets are inherently short-term focused, with notably short attention spans. Stocks have moved on from tariff worries, while the President is determined to push his tariff policies to precarious new extremes. |
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02:30 AM |
Stablecoins Are on the Rise. Bond Investors Should Pay Attention. |
https://www.barrons.com/articles/stablecoins-risk-treasury-yields-demand-109f49bf |
Barrons |
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barrons.com |
Growing demand for stablecoins could mean lower yields on short-term Treasuries, researchers say. |
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01:24 AM |
SP500: Trump Is Serious About Tariffs, Major Selloff Approaching |
https://seekingalpha.com/article/4800788-sp500-trump-serious-about-tariffs-major-selloff-approaching |
Seeking Alpha |
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seekingalpha.com |
Markets are complacent, expecting Trump to back down on tariffs again, but this time the situation is fundamentally different. After the passing of the "big beautiful bill," Trump can allow some market turbulence to accomplish his agenda of US re-industrialization. |
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11:41 PM |
Hang Seng Index News: Markets Eye 25,000 as Beijing Unveils Fresh Stimulus – Weekly Recap |
https://www.fxempire.com/forecasts/article/hang-seng-index-news-markets-eye-25000-as-beijing-unveils-fresh-stimulus-weekly-recap-1533060 |
FXEmpire |
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fxempire.com |
Beijing's stimulus boosts the Hang Seng Index, while U.S. tariffs and China inflation cap gains. Key Chinese economic data now in focus. |
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10:40 PM |
Markets Weekly Outlook: Inflation Storm Ahead As Earnings Season Gets Underway |
https://seekingalpha.com/article/4800781-markets-weekly-outlook-inflation-storm-ahead-as-earnings-season-gets-underway |
Seeking Alpha |
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seekingalpha.com |
Trade deals have begun to filter through, but the majority of countries are still locked in negotiations with the US as the tariff implementation date of August 1 beckons. The market reacted more calmly to the new tariff announcements compared to the sharp drops seen after April's "Liberation Day," when major indexes had their worst weekly losses in nearly six years. |
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08:30 PM |
S&P 500 Snapshot: Index Retreats From Record High |
https://seekingalpha.com/article/4800777-s-and-p-500-snapshot-index-retreats-from-record-high |
Seeking Alpha |
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seekingalpha.com |
The S&P 500 retreated on Friday from its record high set the previous day. The index posted a 0.3% weekly loss, snapping its two-week win streak. |
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07:55 PM |
Jim Cramer looks ahead to next week's market game plan |
https://www.youtube.com/watch?v=xujHRFf2UFA |
CNBC Television |
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youtube.com |
'Mad Money' host Jim Cramer looks ahead to next week's market moving moments. |
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07:50 PM |
As market gets weighed down by tariff news, remember stocks are holding up well, says Jim Cramer |
https://www.youtube.com/watch?v=13JW2vKNtR0 |
CNBC Television |
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youtube.com |
'Mad Money' host Jim Cramer looks ahead to next week's market moving moments. |
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06:43 PM |
Options Action: Earnings in focus |
https://www.youtube.com/watch?v=6OK0joaqwTE |
CNBC Television |
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youtube.com |
'Fast Money' trader Mike Khouw talks option action he is seeing around next week's big earnings names. |
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06:06 PM |
Wall Street bears return to endangered status, Main Street bulls now in the minority as inflation concerns rise |
https://www.kitco.com/news/article/2025-07-11/wall-street-bears-return-endangered-status-main-street-bulls-now-minority |
Kitco |
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kitco.com |
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. |
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05:52 PM |
Trade Adviser Navarro on Trump's Tariffs, Fed's Powell |
https://www.youtube.com/watch?v=EpcC3bGgsp4 |
Bloomberg Markets and Finance |
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youtube.com |
Peter Navarro, White House senior counsel for trade and manufacturing, discusses President Donald Trump's latest Canada tariff threat and criticizes Federal Reserve Chair Jerome Powell on "Balance of Power." Sign up for the Washington Edition newsletter to find out how the worlds of money and politics intersect in the US capital: https://bloom.bg/3KkEimO -------- More on Bloomberg Television and Markets Like this video? |
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05:45 PM |
LARRY KUDLOW: Can Jay Powell make it through the weekend? |
https://www.foxbusiness.com/politics/larry-kudlow-can-jay-powell-make-through-weekend |
Fox Business |
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foxbusiness.com |
The Fed's debt and runaway spending is spelling a lot of trouble for the Chairman |
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05:45 PM |
Increased tariffs going to flow through supply chain and inflation data, says Bleakley's Boockvar |
https://www.youtube.com/watch?v=Pkx_UERiMAI |
CNBC Television |
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youtube.com |
Peter Boockvar, Bleakley Financial Group chief investment officer, CNBC Contributor, joins 'Fast Money' to talk the impact of the latest round of tariff threats, hit top plays in this market, and more. |
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05:33 PM |
Stock Market Holds Strong As Some Growth Names Waver; Gold Stocks Maintain Luster |
https://www.investors.com/market-trend/the-big-picture/stock-market-holds-strong-growth-names-waiver-gold-stocks/ |
Investors Business Daily |
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investors.com |
Several top-rated growth stocks had a tough week in the stock market, but the Nasdaq and S&P 500 are trading tightly near highs. |
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05:30 PM |
Kudlow: Can Fed Chair Powell make it through the weekend? |
https://www.youtube.com/watch?v=kw5xnoXwZ4I |
Fox Business |
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youtube.com |
FOX Business host Larry Kudlow evaluates growing calls for Federal Reserve Chair Jerome Powell to resign on ‘Kudlow.' #foxbusiness #news #usa #finance #trump #fed #economy #kudlow |
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05:18 PM |
Rate cut expectations and strong earnings support the rally in Big Tech, says Plexo's Lo Toney |
https://www.youtube.com/watch?v=Njn_lgKVz2w |
CNBC Television |
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youtube.com |
Lo Toney, Plexo Capital founding managing partner, joins 'Closing Bell Overtime' to talk Big Tech's big rally and changes to Apple's C-Suite. |
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05:05 PM |
Director of federal agency suggests Fed Chairman Powell is considering resigning |
https://www.foxbusiness.com/economy/director-federal-agency-suggests-fed-chairman-powell-considering-resigning |
Fox Business |
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foxbusiness.com |
Trump administration official Bill Pulte released a statement suggesting that Fed Chair Jerome Powell is considering resigning amid mounting pressure on his leadership. |
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05:01 PM |
Trump budget chief ramps up criticism of Powell, vow investigation into Fed renovations |
https://www.youtube.com/shorts/wgGBIppXzJk |
CNBC Television |
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youtube.com |
Office of Management and Budget Director Russell Vought said Friday that Federal Reserve Chair Jerome Powell has mismanaged the institution, and vowed to press an investigation into renovations at the Federal Reserve building. |
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05:00 PM |
"Another Day, Another Tariff:" Trade Clarity & FOMC Picture Get Murkier |
https://www.youtube.com/watch?v=q3H1YxoUwdA |
Schwab Network |
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youtube.com |
President Trump's reported 35% tariff on Canada and 50% tariff on copper deepens the uncertainty surrounding trade. Kathy Jones with @CharlesSchwab says the more tariffs that emerge won't just worsen consumer sentiment, but also the FOMC's interest rate picture. |
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04:59 PM |
Fed is split almost 50/50 on rate cuts, says Ariel Investments' Charlie Bobrinskoy |
https://www.youtube.com/watch?v=g3xM0avX9_s |
CNBC Television |
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youtube.com |
Barbara Doran, BD8 Capital Partners, and Charlie Bobrinskoy, Ariel Investments vice chairman, joins 'Closing Bell Overtime' to talk the day's market action. |
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04:53 PM |
Expect summer rally into 6500s before shallow correction in fall, says BofA's Paul Ciana |
https://www.youtube.com/watch?v=XQNlTpsBQuI |
CNBC Television |
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youtube.com |
CNBC's "Closing Bell" team discusses what may be next for markets after hitting record highs with Paul Ciana, Bank of America's head of FICC and equity technical research. |
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04:52 PM |
U.S. Stock Investors Keep Calm, Carry On Through Weeklong Gauntlet of Tariff Threats |
https://www.wsj.com/finance/stocks/u-s-stock-investors-keep-calm-carry-on-through-weeklong-gauntlet-of-tariff-threats-c2f4e794 |
WSJ |
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wsj.com |
The S&P 500 and Nasdaq composite closed at record highs on Thursday, and ended the week just below those levels. |
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04:51 PM |
Jim Cramer and the CNBC Investing Club team ring the closing bell at the NYSE |
https://www.youtube.com/shorts/2CugleKU1x0 |
CNBC Television |
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youtube.com |
Members of the CNBC Investing Club joined Jim Cramer at the New York Stock Exchange on Friday and saw him ring the closing bell. |
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04:46 PM |
A dispute over the Federal Reserve's renovation of its headquarters could provide the pretext to attempt the removal of Fed chief Jerome Powell over interest-rate disagreements |
https://www.wsj.com/economy/central-banking/jerome-powell-fed-renovations-trump-fb9793df |
WSJ |
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wsj.com |
A dispute over the Federal Reserve's renovation of its headquarters could provide the pretext to attempt the removal of Fed chief Jerome Powell over interest-rate disagreements. |
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04:36 PM |
June Inflation Report Will Show Impact of Tariffs. Is the Market Ready? |
https://www.barrons.com/articles/june-inflation-report-impact-tariffs-market-40342cca |
Barrons |
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barrons.com |
The consumer price index, slated for release on Tuesday, is expected by economists to show a 0.3% increase for last month. |
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04:34 PM |
Equities Stumble to Close Week | Closing Bell |
https://www.youtube.com/watch?v=5RZ4Z8QA6Ro |
Bloomberg Markets and Finance |
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youtube.com |
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Norah Mulinda and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video? |
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04:01 PM |
Stocks drop after Trump sets tariffs on Canada |
https://www.fastcompany.com/91366628/stock-market-trump-tariffs-canada |
Fast Company |
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fastcompany.com |
Global stocks fell on Friday after U.S. President Donald Trump intensified his tariff war against Canada, leaving Europe squarely in the firing line, sparking a modest investor push into safe havens such as gold. |
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03:38 PM |
What can the Labubu toy craze tell investors about markets? A lot, actually. |
https://www.marketwatch.com/story/what-can-the-labubu-toy-craze-tell-investors-about-markets-a-lot-actually-631bbd1f |
Market Watch |
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marketwatch.com |
From time to time, investors like to look for fresh insights outside the world of markets. |
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03:36 PM |
Fed interest rate cuts more likely at end of 2025, says PIMCO's Jerome Schneider |
https://www.youtube.com/watch?v=ZUzdsT2lGU8 |
CNBC Television |
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youtube.com |
CNBC's Rick Santelli discusses the bond market, U.S. government budget, potential impact of tariffs, interest rate outlook and more with Jerome Schneider, head of short-term portfolio management at PIMCO. |
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03:30 PM |
Stocks pull back as some question if investors are too bullish, why you should buy an EV before 9/30 |
https://www.youtube.com/watch?v=bk_bXBHlTSg |
Yahoo Finance |
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youtube.com |
Market Catalysts anchor Allie Canal breaks down the day's market movers for July 11, 2025. Markets have retreated after hitting record highs, raising questions about whether the market euphoria can last. |