The stock market is hitting records — three reasons why top Morgan Stanley strategist sees more room to run

Posted Jun 30 by Two Blokes

Equities may have already started to price in more Fed interest rate cuts

Source: Two Blokes Trading

Trump Tariffs and Inflation Could Rain on Stock Markets' Summer Surge. Here's Why.

Posted Jun 30 by Two Blokes

Senate debates spending megabill as deadline looms, U.S.-Canada trade talks restart after tech tax scrapped, a

Source: Two Blokes Trading

Weekly Commentary: Just The Facts

Posted Jun 30 by Two Blokes

The S&P 500 jumped 3.4% (up 5.0% y-t-d), and the Dow rose 3.8% (up 3.0%). The Utilities increased 1.1% (up 7.4

Source: Two Blokes Trading

Style-Box Update: Growth Still Leading Value Across Market Caps; Zeroing In On Mid-Caps

Posted Jun 30 by Two Blokes

The growth style of investing continues to beat value looking at year-to-date returns, although by smaller amo

Source: Two Blokes Trading

Weekly Market Pulse: Uncertainty Rules Everything Around Me

Posted Jun 30 by Two Blokes

If, at the beginning of the year, anyone had predicted what actually happened in the first half of 2025, they

Source: Two Blokes Trading

ECB's New Strategy Emphasizes ‘Forceful' Responses to Inflation Shifts

Posted Jun 30 by Two Blokes

Central bankers have conceded that they underestimated the impact of interruptions to supply on prices, having

Source: Two Blokes Trading

Stocks At Critical Juncture As Tariff Risks Return And AI Surpasses Key Threshold

Posted Jun 30 by Two Blokes

I am bearish on the S&P 500, due to renewed tariff risks, high valuations, and signs of economic strain in cyc

Source: Two Blokes Trading

US banks rise as Fed stress test success clears path for payouts

Posted Jun 30 by Two Blokes

Wall Street's biggest banks rose in premarket trading on Monday after sailing through the Federal Reserve's an

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ECB to react forcefully when inflation is too high or low

Posted Jun 30 by Two Blokes

The European Central Bank pledged on Monday to react with equal vigour when inflation was too high as when it

Source: Two Blokes Trading

Stock Futures Rise After Canada Drops Digital Tax To Salvage U.S. Trade Deal

Posted Jun 30 by Two Blokes

U.S. stock futures rose sharply early Monday amid revived hopes of a swift U.S.-Canada trade deal. The tech-he

Source: Two Blokes Trading

From Tariff Pain to Record Highs, a Wild Quarter on Wall Street

Posted Jun 30 by Two Blokes

The S&P 500 has now added more than 8% since President Trump announced sweeping tariffs.

Source: Two Blokes Trading

A stock market melt-up may be the biggest risk facing investors, says this strategist

Posted Jun 30 by Two Blokes

Ed Yardeni of Yardeni Research says the stock market could be facing a “speculative bubble,” given recent fres

Source: Two Blokes Trading