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Trading Desk: Exuberance, Euphoria Or Just Animal Spirits
The “animal spirits” of Wall Street appear to be running wild, as market participants shrug off past anxieties and dive headfirst back into riskier assets.
Trading Desk: “See You In September?” No Way!
One minute the market is roaring to new highs, the next it’s sending shivers down your spine with whispers of inflation and policy shifts. As
Trading Desk
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Trading Desk: Tariff Turmoil Rocks Wall Street’s Bullish Outlook
The optimism that permeated Wall Street at the start of 2025, fueled by two consecutive years of remarkable stock market gains, has been significantly dampened. The S&P 500, after delivering returns exceeding 25% in both 2023 and 2024 – a feat only paralleled during the
Trading Desk: Trade Winds Shifting Around Wall Street Expectations
A leading equity strategist is recalibrating their bullish outlook, as Deutsche Bank sharply revises its year-end S&P 500 target downwards due to mounting earnings pressure from escalating U.S. tariff policies. The firm now projects the index to finish the year at 6,150, a significant step
Trading Desk: Look Past The Magnificent 7 For Growth
The secret of growth investing is that you can’t let the shocks shake you out of stocks that might take several boom-and-bust cycles to achieve even a fraction of their ultimate potential. Last month demonstrates this principle beautifully. We could’ve given up on everything in
Trading Desk: Some Bubbles Deserve To Burst
For the past five years, U.S. equities have seemingly defied gravity, consistently commanding premium valuations. Investors, buoyed by unprecedented pandemic-era stimulus and the transformative potential of artificial intelligence, pushed the S&P 500 to remarkable heights, enjoying a surge of over 140% from the COVID-19 lows.
Trading Desk: No Earnings Recession Here
Some people have already written off this earnings season as a non-event, with numbers from before the trade war becoming meaningless as figments from a vanished world. They have a bit of a point. But most earnings reports also contain some element of guidance, which
Trading Desk: Tech Giant’s Financial Windfall Boosts Investor Confidence
Remember the pain of the Magnificent 7? The stock of a major technology conglomerate experienced a significant surge of over 3% on Friday, following the release of its fiscal first-quarter earnings report, which soundly exceeded market expectations. This positive reaction further amplified by the company’s