Category: Markets and Macro

Investors heading into a new year want more than slogans, they want to know what seasoned professionals actually expect for stocks and how those views connect to the wild ride of 2025. Drawing on detailed reporting and interviews, I look at what 5 experts say will happen to stocks this year, how last year’s surge…

Wall Street went into the new year convinced that the Federal Reserve would glide into a neat, predictable cycle of interest rate cuts. Instead, Goldman Sachs has jolted that consensus, first flagging reasons the Federal Reserve might move earlier than investors assumed, then abruptly signaling that cuts could arrive later than markets had priced in….

California Governor Gavin Newsom is trying to slam the brakes on a proposed wealth tax that targets the fortunes of the state’s richest residents, warning it could drive capital and companies out of the state. He has branded the measure “nonsense” and signaled he is prepared to fight it aggressively if it reaches voters, setting…

China is tightening its grip on discounted Russian crude just as the global energy map is being scrambled by war, sanctions and tariff threats. The country is not only buying more barrels, it is also reshaping storage, trade and diplomacy to turn that flow into long term leverage. The result is a fragile bargain in…

Senator Elizabeth Warren is turning a procedural breach into a broader indictment of President Donald Trump’s stewardship of the economy, arguing that his early disclosure of confidential jobs data is part of a pattern of disregard for rules meant to protect ordinary investors. In a series of public remarks, she has framed the leak as…

Artificial intelligence is colliding with a very old constraint: the electric grid. As Microsoft races to build out massive AI data centers across the United States, communities are increasingly worried that the power needed to train large models will show up on their monthly bills. In response, the company is rolling out a sweeping “community-first”…

Silver’s powerful run over the past year has pushed it back into the spotlight, and retail investors are again asking if they have already missed the move. High profile voices such as Robert Kiyosaki are talking openly about triple digit prices, while more traditional analysts are stressing how volatile this market can be. The tension…

Apple enters 2026 in a paradoxical position: one of the most profitable companies on the planet, yet no longer the market’s undisputed champion. With Nvidia now ahead on market value and artificial intelligence names dominating headlines, investors are asking whether AAPL can surge again and restore Apple to the top of the global market-cap league….

Baby boomers now control a towering share of American wealth, a stockpile that has become shorthand for generational tension. The question is whether that $85.4 trillion hoard will ultimately entrench inequality or give younger Americans the financial break they have struggled to find. The answer depends less on the size of the pot than on…

President Donald Trump has signaled that Exxon could be sidelined from a lucrative reopening of Venezuela’s oil sector, warning the company against “playing too cute” as Washington rewrites the rules for doing business with Caracas. His comments turn a routine policy meeting with energy executives into a high-stakes test of how far the White House…