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US stocks
JPMorgan Asset Management sees stock market rolling through 2025
Strength in corporate earnings and the US economy more broadly should keep driving the stock market higher in 2025, according to strategists at JPMorgan Chase & Co.’s asset management division.
6 days ago
US stocks
A US$7 trillion and growing cash pile defies Wall Street sceptics
Companies and households have kept shoving cash into money funds, pushing the total assets held in those accounts above US$7 trillion ($9.41 trillion) this week for the first time ever.
12 days ago
Tong's Portfolio
MAS versus SIA — the truth is painful, but you cannot have a successful solution without an honest assessment
The history of MAS has proven that private-sector ownership does not necessarily always do better than the government.
27 days ago
US stocks
Wall Street’s nonstop rally mints new class of hardcore bulls
Stocks rose again this week, with the S&P 500 climbing almost 1% for its sixth straight gain, the longest streak since December.
October 19, 2024
US stocks
S&P 500’s next leg up hinges on battered stocks getting revenge
A version of the S&P 500 that strips out market-cap bias just posted the best two-week stretch.
July 21, 2024
US stocks
About the ‘T+1’ rule making US stocks settle in a day
As of May 28, US stock trades “settle” (complete the exchange of dollars for stock) in one day rather than two.
May 29, 2024
Tong's Portfolio
Allies today, enemies tomorrow: Relative prosperity of a nation drives geopolitics and trade
US companies will remain the main winners of global growth and innovation, for now.
April 11, 2024
Tong's Portfolio
Can the superheroes, the ‘Magnificent Seven’, hold up the bull market?
The Magnificent Seven now accounts for almost 30% of the total market cap for all the S&P 500 companies.
March 07, 2024
Tong's Portfolio
Stating the obvious: Stock prices can only perform with sustained profit growth and positive prospects
A poor-performing stock market is, rightly, a major concern.
October 19, 2023
US Economy
US stocks flash recession warning as trouble spreads to industrials
The S&P 500 Industrials index peaked on Aug 1 and is down about 8% since then, teetering on a correction.
September 25, 2023