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INVESTORS WEIGH MACRO RISKS AS AI ANXIETY RISES

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✍️ Eric Beiley, a wealth manager, discusses market volatility and macro factors affecting investors on Bloomberg Tech.

-- #EricBeiley #CarolineHyde #business

WHERE THE STOCK MARKET STANDS NOW AFTER A WILD START TO THE YEAR

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✍️ The stock market has had a tumultuous start to 2025, with the S&P 500 index being flat for the year and getting beaten by global markets.

👉 The S&P 500 index has had a tumultuous start to 2025, with a 19% plunge in February followed by a 19% rebound. 👉 The index is still down 0.5% for the year and is trailing global markets by 12 percentage points. 👉 Corporate executives are pessimistic about the outlook, with the Conference Board's CEO confidence survey showing the lowest level since 2022. 👉 The Federal Reserve's interest-rate path is a major concern, with raging uncertainties from President Donald Trump's trade wars, slowing growth, and geopolitical tensions. 👉 The market is entering a historically quiet month for gains, with the S&P 500 averaging a flat return in June over the past 30 years.

-- #SteveCohen #DonaldTrump #EricBeiley #SamStovall #business

WALL STREET STRATEGISTS REACT TO MOODY’S US CREDIT RATING CUT

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✍️ US stocks declined and Treasury yields rose after Moody's Ratings downgraded the US credit rating, citing an increase in government debt and a higher interest burden.

👉 Moody's Ratings downgraded the US credit rating to Aa1 from Aaa 👉 Citing an increase in government debt and a higher interest burden 👉 US stocks declined and Treasury yields rose 👉 Many Wall Street professionals remain skeptical of the advance

-- #EricBeiley #IvanFeinseth #DaveMazza #ThomasThornton #KimForrest #DanGreenhaus #MaxGokhman #MichaelO'Rourke #KeithLerner #business

WALMART AND OTHER 'DIVIDEND ARISTOCRAT' STOCKS TO BUY IN A VOLATILE MARKET, ACCORDING TO A STRATEGIST

https://media.zenfs.com/en/quartz.com/963c41965344217cbad217da72a28be0

✍️ Eric Beiley, Executive Managing Director of The Beiley Group at Steward Partners, discusses the impact of China's retaliatory tariffs on global markets and strategies for US investors.

👉 China's retaliatory tariffs are negative for investors 👉 The market has recovered from initial concerns 👉 Interest rates and inflation are important factors to consider 👉 Dividend-paying companies such as Walmart, Sherwin Williams, and Brown and Brown may be attractive long-term investments

-- #EricBeiley #AndyMills #business

HISTORY IS USELESS FOR WALL STREET PROS BETTING ON STOCKS RALLY

https://media.zenfs.com/en/bloomberg_markets_842/d3a402de243fd785a475275049a70706

✍️ Investors are facing a challenge in betting on a typical stock market rally after a presidential election, as the S&P 500 is already on track for a strong year.

👉 The S&P 500 has historically posted a median return of 5% from Election Day to the end of the year. 👉 The index is already up 25% in 2024 and 24% in 2023, making it challenging to predict a typical year-end rally. 👉 Valuations are elevated, with the S&P 500 trading at more than 22 times projected 12-month earnings. 👉 Positioning data shows traders are already heavily invested in equities, making it difficult to predict a significant year-end rally.

-- #EricBeiley #DonaldTrump #JessicaTisch #SavitaSubramanian #MaxKettner #KevinBrocks #JamieCox #NewYorkCity #KansasCity #business