Showing posts with label Yahoo Finance. Show all posts
Showing posts with label Yahoo Finance. Show all posts

#EmergingMarkets #AssetAllocation #Inflation - The biggest US investors are trimming US stocks. Here's where it's going: Yahoo Finance

22 September 2026

Marsh's 2026 Global Asset Owner Barometer surveyed 430 asset owners running more than $5.76 trillion. Andrew McDougall, who runs US investments, says the large US funds are paring back an overweight in US equities, taking some profit, and moving it into emerging and international markets. He is careful that this is a continuation of a trend rather than a wholesale shift. He also explains why cash ranked only fifth on net intentions even though it was the survey's biggest year-on-year move, and why inflation resilience is the louder message underneath all of it. Featuring: Andrew McDougall, US Chief Investment Officer, Marsh Investments and Retirement Timestamps 0:00 The claim: Large investors are turning to cash 0:22 Cash came in fifth, and what came in louder 1:59 Near-term shock or an ongoing concern? 2:06 The survey landed at peak Middle East escalation 3:08 Is the cash build a drawdown hedge? 3:18 "Selling US equities into international and emerging equities" 4:46 Emerging markets up 25% year to date against the S&P 500's 13% 5:06 Why he is still constructive on emerging markets 5:56 Private markets: 93% exposure, and a reordering 7:12 The surprise: US investors ranked real estate second 7:31 AI as the top long-term opportunity 8:51 Close #EmergingMarkets #AssetAllocation #Inflation #PrivateMarkets #Marsh #YahooFinance


DAILY

LIVE: Fed Chairman Warsh Fed policy decision press conference: Yahoo Finance

16 September 2026

The Federal Reserve's September policy meeting kicked off Tuesday morning, and markets overwhelmingly expect the Fed to raise interest rates by 25 basis points on Wednesday amid persistently high inflation. Such a move would mark the Fed's first increase in the fed funds rate since 2023, when the Jerome Powell-led central bank concluded its post-pandemic hiking campaign. However, inflation has now remained above the Fed's 2% target for more than five years, with the war in the Middle East serving as the latest driver of higher prices. As Fed Chairman Kevin Warsh said in his Jackson Hole Symposium speech in August, "We have work to do."


#usa #investing #stockmarkets - Why U.S. stocks are off to the worst start since 1995* Yahoo Finance

18 February 2026

U.S. stocks are having their worst start since 1995, the same year Pixar’s original Toy Story was released. Yahoo Finance Host Julie Hyman, Yahoo Finance Reporter Jake Conley, and Citi Wealth Chief Investment Officer Kate Moore break down what investors need to know. For more expert insights and analysis on the latest market action, check out Yahoo Finance’s Morning Brief weekdays 9:00 am (ET).

#news #economy #investing #stocks #wallstreet - The productivity paradox: Why the economy feels fragile: Yahoo Finance

10 February 2026

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast.

Companies are doing more with less, and the market is taking notice… In this episode of Stocks in Translation, RSM Chief Economist Joe Brusuelas joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the surprising paradox between rising productivity and slowing hiring. Brusuelas explains how gains in workforce efficiency are driving economic growth even as job growth lags, and what this means for investors, interest rates, and the broader market. The discussion also touches on long-term debt yields and fiscal trends shaping today’s economy. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers, and hyperbole to give you the information you need to make the right trade for your portfolio.

#youtube #podcast #investing #stocks #wallstreet

#usa #bitcoin #investing - Bitcoin drops below $70,000, Qualcomm stock sinks after narrowly beating expectations: Yahoo Finance

5 February 2026

Market Catalysts anchor Julie Hyman breaks down the latest market moves for February 5, 2026. Markets and data reporter Jared Blikre breaks down the price drop in bitcoin as it sinks below $70,000. CFRA Research senior vice president and equity analyst Angelo Zino discuss Qualcomm stock falling after reporting its fiscal first quarter earnings.

#usa #investing #bull #bear - Why this bull market may be younger than you think: Yahoo Finance

4 February 2026

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.

This podcast is for informational and educational purposes only. The information presented should not be construed as investment advice. The opinions shared are solely those of the host, Kenny Polcari, Chief Market Strategist for SlateStone Wealth, and the guests on the Podcast and do not reflect the investment advice or views of SlateStone Wealth.

All information provided is subject to change without notice, and while we use what we believe to be reliable sources, even the best can miss a play—kind of like your favorite sports analyst. The firm may or may not hold positions in the assets, strategies, or industries discussed, but this podcast is not designed to promote or enhance the performance or profitability of any investment.

Trader Talk With Ken Polcari

#usa #washington #senate - Odds of another US government shutdown rising: Yahoo Finance

26 January 2026

The odds of another US government shutdown skyrocketed, according to Polymarket, after the ICE (Immigration and Customs Enforcement) shooting and killing of Alex Pretti in Minneapolis over the weekend. The January 30 deadline is fast approaching as senators cancelled their vote schedule for Monday over the massive winter storm that swept across the US. Yahoo Finance Washington Correspondent Ben Werschkul joins the program to discuss how US Democratic lawmakers are reviewing the Department of Homeland Security's funding heading into these spending bill talks. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here:

https://finance.yahoo.com/videos/seri... #youtube #stocks #congress

#usa #DonaldTrump - President Trump's 'political revolution is likely to fail,' Eurasia Group's Ian Bremmer says: Yahoo Finance

11 January 2026

The US Supreme Court decided on Friday not to release its ruling on President Trump's tariff policies, keeping both markets and regulators in suspense.

In his recent outline for the biggest global risks in 2026, Eurasia Group founder and president Ian Bremmer even points to Trump's enforcement of his tariff policies as a major worry for the global economy.

Bremmer joins Market Catalysts Host Julie Hyman for an in-depth conversation on the biggest risks he sees for 2026, ranging from widespread political uncertainty under the second Trump administration — "the most important reason why the political revolution is likely to fail is that Trump is undisciplined" — to the consumer adoption of AI and the tech race between the US and China.

To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here:

https://finance.yahoo.com/videos/seri...

#youtube #stocks #Trump #youtube

#usa #investment - Market Outlook 2026: What investors need to know to make money next year: Yahoo Finance

Premiered 18 hours ago

The bull market ran through 2025, but will it persist in 2026? We speak with experts and Wall Street insiders about the outlooks for equities, Big Tech, AI, crypto, gold, silver, and more.

#youtube #stocks #crypto #AI #investing #YahooFinance

#usa #ai #investment - Why Americans are reportedly still uncomfortable with AI, WSJ's Greg Ip explains: Yahoo Finance

22 November 2025

AI may be driving the latest technological and Industrial Revolutions and building wealth, but is it making us happier? The Wall Street Journal chief economics commentator Greg Ip comes on Market Catalysts to share his thoughts on the reality of AI development for many people, noting the rising risks of job displacement, discomfort with certain online phenomena, and the AI boom's contrast with the Dot-Com era.

Ip's latest article is titled The Most Joyless Tech Revolution Ever: AI Is Making Us Rich and Unhappy.

To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here: https://finance.yahoo.com/videos/seri...

AI-Powered Stock Picking

danelfin - smart investing made easy

#youtube #stocks #AI #investing #tech

#usa #investment #amazon - Amazon announces 30,000 corporate job cuts, Berkshire stock downgraded to Underperform: Yahoo Finance

27 October 2025

Market Domination anchor Josh Lipton breaks down the latest market news for October 27, 2025. With the holidays just weeks away, Amazon has announced that it is cutting thirty thousand corporate jobs. Tech reporter Dan Howley breaks down the details.

KBW cut Berkshire Hathaway's rating to Underperform amid concerns about its earnings outlook.

For more Market Domination, please visit: https://finance.yahoo.com/videos/seri...

AI-Powered Stock Picking

#youtube #stocks #investing

#usa #investment - Stocks climb following September CPI data, Intel shares jump on Q3 earnings and chip demand: Yahoo Finance

24 October 2025

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for October 24, 2025.

The market is baking in another Federal Reserve rate cut following the long-awaited release of September's Consumer Price Index (CPI) inflation data. We look at what this all means for markets as stocks move higher at the open.

Intel reported strong third quarter earnings on Thursday. Our panel looks at the company's turnaround plan and why investors are optimistic.

#usa #investment - Apple approaches $4T market cap, gold pulls back, General Motors CFO talks earnings: Yahoo Finance

21 October 2025

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for October 21, 2025.

Apple is nearing a $4 trillion market cap. Our panel discusses why Apple's stock is rallying and how it compares to Nvidia.

Gold prices are under pressure. We examine why the metal is pulling back after a record run and whether investors should be concerned.

General Motors CFO Paul Jacobson discusses his company topping third quarter earnings estimates, tariffs, demand, and loan delinquencies.

#USA #Investment - Crypto adds $550B after Friday's sell-off, Gold and silver hit record highs: Yahoo Finance

13 October 2025

Opening Bid host Allie Canal breaks down the latest market moves for October 13, 2025. Investors pile back into crypto after President Trump dialed back his tariff threats on China. 

Friday, the president threatened higher tariffs on China and crypto suffered steep declines. 

Gold and silver hit new highs after BoFA predicted gold could hit $5,000 and silver could hit $65 an ounce in 2026.

AI-Powered Stock Picking

 Monolithic Power Systems is a BUY for Danelfin AI. We highlight every week a stock with a high win rate track record. 

#stocks #crypto 

 

#USA #Investment - How long will the bull market last? Signals to watch: Yahoo Finance

12 October 2025

With the fourth year of the bull market kicking off, Yahoo Finance Markets and Data Editor Jared Blikre examines whether there's more room for markets (^DJI, ^GSPC, ^IXIC) to run. 

Catch more Stocks in Translation, with new episodes every Tuesday and Thursday. 

AI-Powered Stock Picking

#stocks #trump 

#USA #Investment - #Bank earnings preview: What Wall Street is expecting the nation's biggest banks to report: Yahoo Finance

11 October 2025

JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley report their quarterly reports the week of October 13. 

Whalen Global Advisors chairman Chris Whalen and CFRA Research director of equity research Ken Leon share what they expect to see the big banks report.

 

AI-Powered Stock Picking

For more of the latest financial news, please visit: https://finance.yahoo.com/videos/latest/ 

  #stocks #bank

#USA #Investment - Jim Cramer on building wealth, stock market lessons, and bold predictions: Yahoo Finance

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6 October 2025

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Few have championed the need for people to invest in individual stocks like Jim Cramer. The former hedge fund manager essentially created the financial commentary world after leaving the hedge fund world. 

His goal since those early days: demystify the world of investing for the average investor. Cramer founded legendary business publication TheStreet.com in 1996 and went toe to toe with MarketWatch in the early 2000s to provide investing analysis to the growing masses interested in investing. He has been on TV consistently with his popular investing show, Mad Money, for over 20 years. 

Despite his many achievements, Cramer isn’t resting on his laurels. He is back with his 8th book on investing, How to Make Money in Any Market. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Cramer about his new book, which champions the need for people to buy stocks to build immense wealth. 

He also shares his views on some of the hottest stocks today, such as Nvidia (NVDA) and Oracle (ORCL). As a bonus, Cramer and Sozzi also reflect on their time working together at TheStreet, an institution in financial media where Sozzi got his start because of Cramer. 

#europe #markets #investment - Trump Rejects Iran's Hormuz Offer as US Borrowing Costs, Oil Rise: Bloomberg Television

28 September 2026 Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your ...