Markets News & Analysis

US corporate debt markets have stabilised after volatility prompted by Trump’s ‘liberation day’ tariff announcement

Also: Trump wants a tax on all foreign movies, “tariff washing” is China’s new growth industry.

As a U.S. tax loophole ends, the apparel makers that sell to America are forced to consider alternative markets or cheaper locations in and outside China.

Investors should pursue a ‘barbell approach’ that focuses on high conviction public credit trades and strongly secured private credit

Cash is king. If only you didn’t have to pay a king’s ransom to hold it. Ever since President Trump’s tariff bombshells went off on April 2, cash has reasserted itself as a valuable shelter for investors. Money-market mutual funds—the most convenient f…

With markets still volatile with trade war fears, geopolitical tension, and a weaker dollar, one of the best ways to safeguard your portfolio is with high-yielding assets. Look at the iShares Core High Dividend ETF (NYSEARCA: HDV), which tracks the Morningstar Dividend Yield Focus Index. With an expense ratio of 0.08% and a yield of […]

The post Dow Jones Bear Market: Buy the High-Yield HDV ETF While Markets Shift appeared first on 24/7 Wall St..

Earnings Watch: Mattel and Ford will report, as markets rebound but look for trade-war clarity

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While homebuyers and home sellers still see headlines telling them it’s a seller’s market and national home prices are reaching all-time highs, a deeper look reveals that several regional housing markets have shifted, giving homebuyers some power.

During the Pandemic Housing Boom, from summer 2020 to spring 2022, the number of active homes for sale in most housing markets plummeted as homebuyer demand quickly absorbed almost everything that came up for sale. Fast-forward to the current housing market, and the places where active inventory has rebounded to 2019 levels (due to strained affordability suppressing buyer demand) are now the very places where homebuyers hold the most power.

At the end of April 2025, national active housing inventory for sale was still 16% below April 2019 levels. However, more and more regional markets are surpassing that threshold.

This list is growing.

At the end of January 2025, 41 of these 200 major markets were back above pre-pandemic 2019 inventory levels.

At the end of February 2025, 44 of these 200 major markets were back above pre-pandemic 2019 inventory levels.

At the end of March 2025, 58 of these 200 major markets were back above pre-pandemic 2019 inventory levels.

Now, 69 of the 200 markets are above pre-pandemic 2019 inventory levels and ResiClub expects that count will continue to rise this year.

Many of the softest housing markets, where homebuyers have gained leverage, are located in Gulf Coast and Mountain West regions. These areas were among the nation’s top pandemic boomtowns, having experienced significant home price growth during the pandemic housing boom, which stretched housing fundamentals far beyond local income levels.

When pandemic-fueled migration slowed and mortgage rates spiked, markets like Cape Coral, Florida, and San Antonio, Texas, faced challenges as they had to rely on local incomes to sustain frothy home prices. The housing market softening in these areas was further accelerated by the abundance of new home supply in the pipeline across the Sun Belt. Builders in these regions are often willing to reduce prices or make other affordability adjustments to maintain sales. These adjustments in the new construction market also create a cooling effect on the resale market, as some buyers who might have opted for an existing home shift their focus to new homes where deals are still available.

In contrast, many Northeast and Midwest markets were less reliant on pandemic migration and have less new home construction in progress. With lower exposure to that demand shock, active inventory in these Midwest and Northeast regions has remained relatively tight, keeping the advantage in the hands of home sellers.

Generally speaking, housing markets where inventory (i.e., active listings) has returned to pre-pandemic levels have experienced weaker home price growth (or outright declines) over the past 30 months. Conversely, housing markets where inventory remains far below pre-pandemic levels have, generally speaking, experienced stronger home price growth over the past 30 months.

I thought this thread would be people having rational conversations about the markets, stocks and finance in general. It is literally the most irrational page I have ever seen, stocks go down and we have posts with thousands of up votes saying the wor…

The Atlantic: https://www.theatlantic.com/economy/archive/2025/05/trump-tariff-shipping-ports/682673/ KEY POINTS: Port of Los Angeles Sees a 35% Drop in Cargo Traffic: High tariffs on Chinese goods have nearly halted shipments from China, according to …

The tech leader is bringing back a feature that many users have already rejected.

Warren Buffett is set to preside over Berkshire Hathaway (NYSE:BRKa)’s annual meeting on Saturday, with investors and analysts keen to hear the legendary investor’s views as U.S. President Donald Trump’s tariff policies cause uncertainty for business a…

Four key EV friendly European markets reported high double-digit drops in Tesla volumes in April with only Norway showing some improvement.

Recent trade policy announcements have raised economic uncertainty, pushed up market volatility, and tightened financial conditions.

Consider this an alternative to volatile markets or the meager interest rate of a traditional savings account.

The bulk of new jobs in April came from industries that do not necessarily reflect the administration’s priorities.

“The data is almost secondary at this point,” JPMorgan’s Bill Eigen said in a television interview Friday, before the jobs report came out.

CBOE’s quarterly results reflect strong performance in Derivatives Markets, Data Vantage and Cash and Spot Markets.

It should be no surprise to many long-term investors that billionaire investors continue to focus on finding value in today’s volatile and uncertain environment. While growth stocks have outperformed their value counterparts in recent decades, it does appear to be the case that (at least in the U.S. markets), there’s a growing interest particularly among […]

The post 3 Dividend Aristocrats Billionaires Continue to Buy In Bulk appeared first on 24/7 Wall St..

Stocks like ATKR, ACT, POOL and AWK recently announced dividend hikes.

Live Updates Live Coverage Updates appear automatically as they are published. NFLX Puts on a Show 12:32 pm by Gerelyn Terzo Netflix (Nasdaq: NFLX) stock is putting on a show, advancing beyond the $1,155 per share level and claiming its latest all-time high. The content streaming stock has strung together nearly a dozen consecutive winning trading […]

The post Live Vanguard IT ETF (VGT): Big Tech Capex Plans Embolden Markets appeared first on 24/7 Wall St..

It is not hard to see why public and private behemoths are teaming up

Live Updates Live Coverage Updates appear automatically as they are published. NFLX Shares Hit All-Time High 12:06 pm by Gerelyn Terzo Netflix (Nasdaq: NFLX) stock has crossed an all-time high of above $1,155 per share, fueling further speculation of a potential stock split up ahead. The content streaming stock has been on a roll, rising […]

The post S&P 500 INDEX (SPX) Live: Markets Take Cue From Tech Fundamentals appeared first on 24/7 Wall St..

The headline numbers for Robinhood Markets (HOOD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Crypto exchange KuCoin said that it may reenter South Korea after its platform was blocked in the country. On March 21, South Korean regulators ordered Google Play to block access to exchanges that were not compliant with the requ…

China says it is ‘evaluating’ recent overtures from Washington about starting tariff discussions

Buying momentum continued in Asia and European stock markets today, and S&P futures were priced up this morning.

U.S. stock markets closed higher on Thursday to start May.

April saw a sharp stock market drop due to Trump’s aggressive new tariffs, especially on China.