South Korea Declares Martial Law and Ignites Geopolitical Tensions
President Yoon Invokes Emergency Powers, Citing Threats from North Korea and Domestic Opponents
President Yoon Invokes Emergency Powers, Citing Threats from North Korea and Domestic Opponents
SpaceX Eyes $350 Billion Valuation Amid Tender Offer Talks
Sector ETF report for XLB
PwC Partner Andrew Alperstein joined Catalysts to discuss emerging commercial real estate market trends. "We were really excited about the change in sentiment that we received from the folks we surveyed," Alperstein said, highlighting the Federal Reserve's interest rate-cutting cycle. He believes this will create "a much more bullish 2025" for the real estate market. One area of particular focus is data centers, which Alperstein describes as "the talk of the town." He expects continued tailwinds and momentum driven by artificial intelligence growth. However, he cautions that a significant challenge remains in creating new supply due to limited power infrastructure. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith
The market’s record year may have more room to run, with sentiment buoyed by recent outperformance and historical trends.
Key updates on the health of the US labor market are set to greet investors in the first week of December trading.
US stocks (^DJI, ^IXIC, ^GSPC) have seen tremendous gains in November coming off of a post-election rally, with Wall Street expecting 2024 to be a record year as a whole for equities. Will this all carry over into 2025, especially as President-elect Donald Trump retakes office? "As we turn the calendar, some of the things that have been driving us this year continue into next year. Things maybe are not as robust as we've seen in terms of economic growth in 2024. It may be a little slower in 2025, but the consumer remains strong," US Bank Wealth Management Senior Investment Strategist Rob Haworth says. "The labor market remains robust, and obviously, it's a very important report next week on the labor market as we head into the Fed [Federal Reserve] meeting [in December]." Haworth joins the Morning Brief's Julie Hyman and Brian Sozzi to talk about his forecasts for US and international markets, with a particular focus on tech giant Alphabet (GOOG, GOOGL) and healthcare stocks. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.
The tech sector bounces back, with the Technology Select Sector SPDR Fund (XLK) making up for losses recorded before the Thanksgiving holiday. Brian Sozzi and Julie Hyman take a look at the top stories for Big Tech companies, including Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Microsoft (MSFT), on Catalysts. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.