Layer3.news

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OPTIONS TRADERS CRAVING VOLATILITY LOOK PAST FED TO JOBS DATA

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✍️ Volatility traders are preparing for the upcoming Federal Reserve meeting and quarterly triple-witching options expiry, but expect limited market swings due to low volatility.

👉 The Federal Reserve is expected to cut interest rates on Wednesday 👉 Quarterly equity options on stocks, exchange-traded funds, and indexes will expire on Friday 👉 Volatility traders are not expecting a significant increase in volatility due to low expectations 👉 The focus is on employment data, which will be released on October 3 👉 The market is pricing in a 0.78% move for the US nonfarm payrolls report and 0.72% for the Fed rate decision

-- #JeromePowell #StuartKaiser #GarrettDeSimone #NewYorkCity #business

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Jerome Powell Stuart Kaiser Garrett DeSimone New York City business mainstream:perspective

9/14/2025

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WHY A FED RATE CUT MIGHT NOT HELP THE STOCK MARKET

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✍️ Markets expect the Federal Reserve to cut interest rates by 25 basis points, but some strategists warn that rate cuts may not be good news for stocks in the near term.

👉 Markets expect the Federal Reserve to cut interest rates by 25 basis points 👉 Some strategists warn that rate cuts may not be good news for stocks in the near term 👉 Rate cuts may fuel a speculative rally driven by investor FOMO rather than fundamentals 👉 Others expect a smoother path for the stock market, noting that stocks typically rally during Fed cutting cycles

-- #EdYardeni #StuartKaiser #TorstenSløk #MikeWilson #DavidKostin #AllieCanal #business

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Ed Yardeni Stuart Kaiser Torsten Sløk Mike Wilson David Kostin Allie Canal business mainstream:perspective

9/9/2025

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NVIDIA EARNINGS SET TO TEST AI TRADE WITH STOCKS NEAR RECORD HIGHS: WHAT TO WATCH THIS WEEK

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✍️ Stocks ended the week in rally mode after Federal Reserve Chair Jerome Powell opened the door for a September interest rate cut.

👉 Federal Reserve Chair Jerome Powell opened the door for a September interest rate cut 👉 Nvidia's quarterly earnings release will be the week's key event 👉 The Dow Jones Industrial Average reached a record high 👉 The S&P 500 and Nasdaq Composite also rose 👉 Hopes of a rate cut drove the market rally

-- #JeromePowell #MichaelFeroli #JohnVinh #StuartKaiser #SteveSosnick #business

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Jerome Powell Michael Feroli John Vinh Stuart Kaiser Steve Sosnick business mainstream:perspective

8/24/2025

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NO SMOKING GUN IN TECH PRESSURES: STUART KAISER

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✍️ Citi Group's Stuart Kaiser believes the recent tech selloff is driven by positioning and sentiment rather than a specific event.

👉 Kaiser believes the selloff is driven by positioning and sentiment rather than a specific event 👉 There is no 'smoking gun' event that caused the selloff

-- #StuartKaiser #ScarletFu #business

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Stuart Kaiser Scarlet Fu business mainstream:perspective

8/22/2025

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NUMBER ONE RISK IS UNEMPLOYMENT RATE: STUART KAISER

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✍️ Citi's Head of US Trading Strategy Stuart Kaiser expresses concerns about the unemployment rate due to weak payrolls and tariff uncertainty.

👉 Three consecutive months of weak payrolls 👉 Uncertainty surrounding hiring 👉 Uncertainty surrounding tariffs 👉 Unemployment rate as a key indicator of economic health

-- #StuartKaiser #ScarletFu #business

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Stuart Kaiser Scarlet Fu business mainstream:perspective

8/20/2025

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UBS RECOMMENDS OPTIONS PAIR TRADE TO RIDE S&P 500’S GRIND HIGHER

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✍️ The US stock market has been steadily rising, and traders are advised to consider a call ratio spread options trade to bet on its continued growth.

👉 The US stock market has been steadily rising for over four months. 👉 Traders are advised to consider a call ratio spread options trade to bet on its continued growth. 👉 The trade involves buying a call option near the money and selling twice the number of calls at a higher level. 👉 The key to the trade is picking a point where the S&P 500 will be in a month and correctly choosing a higher level that it's unlikely to hit.

-- #MaxwellGrinacoff #JeromePowell #MandyXu #StuartKaiser #business

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Maxwell Grinacoff Jerome Powell Mandy Xu Stuart Kaiser business mainstream:perspective

8/15/2025

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JULY CPI REPORT EXPECTED TO SHOW INFLATION ACCELERATED AMID TARIFF PRESSURES

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✍️ The Consumer Price Index (CPI) is expected to show a faster annual increase in July, driven by tariffs and rising goods inflation.

👉 The CPI is expected to show a 2.8% annual increase in July, up from 2.7% in June 👉 Core prices are expected to climb 0.3% month over month, outpacing the previous 0.2% rise 👉 Tariffs are expected to continue to affect consumer costs 👉 Goods inflation is expected to continue to rise

-- #SarahHouse #StuartKaiser #AllieCanal #economy

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Sarah House Stuart Kaiser Allie Canal economy mainstream:perspective

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DEBT MARKET JITTERS SIGNAL CAUTION FOR HIGH-FLYING STOCKS

https://media.zenfs.com/en/reuters-finance.com/0163cf0af44df84b0ea97caa4128eca0

✍️ Investors are backing out of or taking active bets against high-priced corporate credit, anticipating a correction due to signs of slowing economic growth.

👉 Investors are backing out of or taking active bets against high-priced corporate credit 👉 Credit pricing has reached levels consistent with a much stronger economic outlook than official forecasters anticipate 👉 The spread between corporate bonds and government debt has dropped to a 1998 low 👉 Analysts believe credit is the strongest example of exuberance 👉 Investors are concerned that corporate credit is most vulnerable to a sustained slowdown in the US economy

-- #MikeRiddell #StuartKaiser #FlorianIelpo #GuyStear #MatthewMish #VanLuu #LONDON #US #business

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Mike Riddell Stuart Kaiser Florian Ielpo Guy Stear Matthew Mish Van Luu LONDON US

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WALL STREET BULL CALLS FOR 11% RALLY IN S&P 500 TO END 2025 AS TRADE 'UNCERTAINTY' SUBSIDES

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✍️ Oppenheimer's chief market strategist, John Stoltzfus, has boosted his year-end target for the S&P 500 to 7,100, citing progress in trade negotiations and resilient corporate profits.

👉 Oppenheimer's chief market strategist, John Stoltzfus, has boosted his year-end target for the S&P 500 to 7,100. 👉 The target is now the highest on Wall Street and calls for another 11% rally in the S&P. 👉 Stoltzfus believes that progress in trade negotiations and resilient corporate profits have removed an uncertainty that had weighed on the market outlook. 👉 The S&P 500 is now valued at 22.4 times next year's earnings, above the five- and 10-year averages of 19.9 and 18.4, respectively.

-- #JohnStoltzfus #StuartKaiser #MikeWilson #JoshSchafer #business

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John Stoltzfus Stuart Kaiser Mike Wilson Josh Schafer business mainstream:perspective

7/28/2025

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WALL STREET GAMES OUT HOW TO PROFIT FROM TRUMP TARIFF FLIP-FLOPS

https://media.zenfs.com/en/bloomberg_holding_pen_162/f08e87e12fe676f304deb95a04e80a8c

✍️ Some investors are betting on the volatility of the stock market due to trade tensions and tariff announcements, hoping to profit from the wild swings.

👉 Trump's tariff announcements have caused wild swings in the stock market 👉 Investors are betting on the volatility to profit from the swings 👉 A study by Nomura strategist Charlie McElligott showed that betting against S&P 500 futures during trade rhetoric escalations and buying them five days later would have yielded 12% since February 👉 Other investors have worked out similar plays, based on the pattern of escalation and resolution that has characterized the trade war

-- #CharlieMcElligott #GarethRyan #StuartKaiser #JoeMazzola #DonaldTrump #MarkZuckerberg #London #NewYork #China #Mexico #Canada #Rwanda #UK #business

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Charlie McElligott Gareth Ryan Stuart Kaiser Joe Mazzola Donald Trump Mark Zuckerberg London New York

6/3/2025, 1 engagement

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WALL STREET BRACES FOR MORE BOND TURBULENCE AS TRADERS BET WASHINGTON WON'T TACKLE DEFICITS

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✍️ The bond market is experiencing a surge in long-term Treasury yields as investors reevaluate the US fiscal outlook following President Trump's proposed tax legislation.

👉 The 30-year Treasury yield has climbed to 5.15%, nearing its highest levels since 2007. 👉 The 10-year Treasury yield has pressed above 4.6%, its highest level since February. 👉 Investors are concerned about the impact of the proposed tax bill on the US fiscal situation. 👉 The Fed's ability to ease monetary policy is being impacted by the uncertainty surrounding fiscal policy.

-- #StuartKaiser #EricWinograd #ChrisRupkey #AllieCanal #world

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Stuart Kaiser Eric Winograd Chris Rupkey Allie Canal world mainstream:perspective

5/29/2025

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THE BIGGEST MARKET RISKS TO YOUR SUMMER VACATION

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✍️ Citi's head of equity trading strategy, Stuart Kaiser, highlights the top market risks for investors to be aware of over the summer.

👉 Market risks to be aware of over the summer 👉 Importance of understanding these risks for informed investment decisions

-- #StuartKaiser #business

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5/22/2025

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M&A TARGET STOCKS SURGE IN BET ON WALL STREET DEALMAKING REBOUND

https://media.zenfs.com/en/bloomberg_holding_pen_162/bdcdbd2e8fa3289ab3b0f703b6e9cab8

✍️ A group of US stocks identified by Citigroup as potential acquisition targets has surged 44% since April 8, indicating renewed optimism on Wall Street about dealmaking and the economy.

👉 US stocks identified by Citigroup as potential acquisition targets have surged 44% since April 8 👉 Dealmaking is expected to revive along with the economy 👉 Risk appetite is returning to the market 👉 Institutional risk tolerance is increasing 👉 Deal announcements are a sign of more to come

-- #StuartKaiser #AdamCrisafulli #DonaldTrump #business

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Stuart Kaiser Adam Crisafulli Donald Trump business mainstream:perspective

5/19/2025

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CITI'S KAISER SAYS RECESSION POSSIBLE, LIKES SMALL CAPS

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✍️ Stuart Kaiser, Citigroup's head of US equity trading strategy, believes the odds of a US recession are 50/50 and is optimistic about small-cap stocks.

👉 Odds of a US recession are 50/50 👉 Trade tensions and Federal Reserve's monetary policy are contributing to uncertainty 👉 Small-cap stocks are seen as a potential growth opportunity

-- #StuartKaiser #business

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5/16/2025

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CITI, JPMORGAN SEE 2025’S LAGGARDS TURNING SHORT-TERM WINNERS

https://media.zenfs.com/en/bloomberg_holding_pen_162/c33f24fcd9c0b1fccc75c53294813f58

✍️ Wall Street's major trading desks are advising investors to buy this year's biggest losers, including small caps, technology hardware, and homebuilders, as trade tensions ease.

👉 Small caps, technology hardware, and homebuilders are expected to outperform in the short term 👉 Traders and speculative buyers will be looking for opportunities to play catch-up 👉 Commodity trading advisers (CTAs) are slashing their exposure to equities, clearing the path for them to return as buyers 👉 Short squeezes are expected to occur in hard-hit groups like retailers or consumer discretionary 👉 Long-term money managers still see risks in small caps and companies with fragile balance sheets

-- #StuartKaiser #AndrewTyler #ThomasMartin #DennisDebusschere #business

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Stuart Kaiser Andrew Tyler Thomas Martin Dennis Debusschere business mainstream:perspective

5/15/2025

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S&P 500 HAS MORE ROOM TO RUN AFTER MOST INSTITUTIONS MISSED OUT ON STOCK MARKET RALLY: CITI EXECUTIVE

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✍️ Citi's head of US equity trading strategy, Stuart Kaiser, believes the S&P 500 has more room to rally after most financial institutions missed out on the recent stock market recovery.

👉 I think there's still room to the upside. 👉 I think if you're someone who's less positive and doesn't want to be long this market but prefer to be short, those folks are going to step out of the way, and they're going to let the systematic buying play itself out. 👉 I would not try to step in front of this rally. I think you have to let it play out. 👉 I think it can run from here, because the bottom line is most institutional investors captured very little, if any, of the rally we've had to date.

-- #StuartKaiser #business

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Stuart Kaiser business Technology:perspective

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TRADING DAY: TARIFF TRUCE A MARKET 'GAME CHANGER'

https://media.zenfs.com/en/reuters-finance.com/b1e220cb688d5b0b0ef0f955a549b249

✍️ Global markets surged on Monday as US-China tariff talks yielded a cooperative outcome, raising hopes that the worst of the global trade crisis is over.

👉 US-China tariff talks yielded a cooperative outcome, raising hopes that the worst of the global trade crisis is over 👉 Global markets surged on Monday, with the S&P 500 and Nasdaq both smashing through their 200-day moving averages 👉 The Federal Reserve has kept interest rates unchanged, despite some economists questioning the decision 👉 The trade war remains a major source of uncertainty for the global economy

-- #JamieMcGeever #JeromePowell #VolodymyrZelenskiy #VladimirPutin #DonaldTrump #StuartKaiser #MarkZandi #WillemBuiter #SteveDean #Orlando #Geneva #Istanbul #Ukraine #Russia #India #Pakistan #Turkey #world

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Jamie McGeever Jerome Powell Volodymyr Zelenskiy Vladimir Putin Donald Trump Stuart Kaiser Mark Zandi Willem Buiter

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TRADING DAY: TARIFF TRUCE A MARKET 'GAME CHANGER'

https://media.zenfs.com/en/reuters.com/b1e220cb688d5b0b0ef0f955a549b249

✍️ Global markets surged on Monday as US-China tariff talks struck a surprisingly cooperative chord, raising hopes that the worst of the global trade crisis is over.

👉 US-China tariff talks struck a surprisingly cooperative chord 👉 Global markets surged, with stocks, the dollar, and bond yields all rising 👉 Fed's cautious approach to policymaking is a key factor in the market's optimism 👉 Trade war may have a significant impact on inflation and the economy 👉 Fed's decision to keep interest rates on hold may be a sign of caution

-- #JamieMcGeever #JeromePowell #VolodymyrZelenskiy #VladimirPutin #DonaldTrump #StuartKaiser #MarkZandi #WillemBuiter #SteveDean #Orlando #Florida #Geneva #Istanbul #Ukraine #Russia #India #Pakistan #Turkey #world

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Jamie McGeever Jerome Powell Volodymyr Zelenskiy Vladimir Putin Donald Trump Stuart Kaiser Mark Zandi Willem Buiter

5/12/2025

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GROWTH IS DEFENSIVE AGAIN, CITI'S KAISER SAYS

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✍️ Stuart Kaiser, head of equity trading strategy at Citi, believes big tech and growth stocks are defensive and sees clients buying into large-cap tech stocks.

👉 Big tech and growth stocks are defensive in nature 👉 Clients are buying into large-cap tech stocks

-- #StuartKaiser #business

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5/9/2025

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TESLA, ALPHABET HIGHLIGHT EARNINGS RUSH AS TARIFF FALLOUT DRIVES MARKETS: WHAT TO KNOW THIS WEEK

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✍️ The stock market remains uncertain due to tariffs, with the S&P 500 and Nasdaq Composite experiencing a decline of 1.5% and 2.6%, respectively, over the past week.

👉 The S&P 500 and Nasdaq Composite experienced a decline of 1.5% and 2.6%, respectively, over the past week. 👉 Tariffs are expected to have a significant impact on major companies and the broader US economic outlook. 👉 Quarterly earnings reports from over 120 S&P 500 companies are expected to be released this week. 👉 Alphabet, Tesla, Chipotle, Boeing, and Verizon are among the companies expected to report earnings this week.

-- #PresidentTrump #JeromePowell #SylviaJablonski #StuartKaiser #ScottChronert #KeithLerner #CallieCox #JoshSchafer #business

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President Trump Jerome Powell Sylvia Jablonski Stuart Kaiser Scott Chronert Keith Lerner Callie Cox Josh Schafer

4/21/2025

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‘INVESTORS ARE ANXIOUS’: POWELL'S WARNING, TARIFF UNCERTAINTY CONTINUE TO DRAG DOWN MARKETS

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✍️ The stock market experienced a volatile week after Trump's tariff plans and Federal Reserve Chair Jerome Powell's caution on the economic outlook caused uncertainty among investors.

👉 Trump's tariff plans and Powell's caution on the economic outlook caused market volatility 👉 The S&P 500 plummeted over 2% after Powell's speech 👉 President Trump's comments further added to the market's volatility 👉 Investor sentiment has unraveled under the weight of rising uncertainty 👉 Risk indicators like the CBOE Volatility Index have spiked to levels not seen since the 2008 financial crisis and the COVID-19 market crash of 2020

-- #JeromePowell #StuartKaiser #BlakeGwinn #FabioNatalucci #AlexandraCanal #Trump #business

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Jerome Powell Stuart Kaiser Blake Gwinn Fabio Natalucci Alexandra Canal Trump business mainstream:perspective

4/19/2025

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STOCK MARKET’S EXTREME MOVES PORTEND LASTING TROUBLE FOR TRADERS

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✍️ US stocks surged to one of their best days on record after President Trump's 90-day pause on broad tariffs, but this could be a harbinger of tough times for equity investors.

👉 US stocks surged to one of their best days on record after President Trump's 90-day pause on broad tariffs 👉 The S&P 500 Index's best days in history have usually preceded weaker-than-average returns in the near term 👉 Companies are flying blind through the trade war turbulence, forcing them to withdraw their outlooks and causing further market swings

-- #DaveMazza #GinaMartinAdams #MichaelCasper #VenuKrishna #DubravkoLakos-Bujas #FrankMonkam #StuartKaiser #MichaelHartnett #business

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Dave Mazza Gina Martin Adams Michael Casper Venu Krishna Dubravko Lakos-Bujas Frank Monkam Stuart Kaiser Michael Hartnett

4/15/2025

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ECONOMISTS CONTINUE TO REVISE ESTIMATES FOR TRUMP'S TARIFF POLICY. MOST POSSIBILITIES STILL TAKE US BACK TO THE 1910S.

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✍️ President Trump's tariff policy proposals have left investors and economists scrambling to understand the impacts, with estimates suggesting tariffs could be the highest since 1903.

👉 Estimates suggest tariffs could be the highest since 1903 👉 The effective tariff rate for US imports is estimated to range from 22% to 27% 👉 The White House is sending mixed messages about the tariff policy 👉 The President has announced exclusions for certain electronics, but the overall effective tariff rate remains high

-- #PresidentTrump #PaulAshworth #JanHatzius #TimCook #StuartKaiser #AlexandraCanal #politics

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President Trump Paul Ashworth Jan Hatzius Tim Cook Stuart Kaiser Alexandra Canal politics mainstream:perspective

4/14/2025

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THE KEY RISKS THAT DROVE THE S&P 500'S WORST FIRST QUARTER IN 3 YEARS AREN'T GOING AWAY

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✍️ Stocks are ending the first quarter of 2025 near their lows of the year, driven by President Trump's tariffs and a weakening economic backdrop.

👉 The S&P 500 is ending the first quarter of 2025 near its lows of the year 👉 President Trump's tariffs have been a major driver of the recent market sell-off 👉 The market has been driven by a combination of factors, including worsening earnings expectations, consumer and business sentiment, and weakening economic data 👉 Big Tech has been particularly affected, with the S&P 500 falling 5.75% in March alone 👉 Strategists are not confident that tariff answers will solve all of the market's issues

-- #StuartKaiser #VenuKrishna #KeithLerner #EdYardeni #DavidKostin #JoshSchafer #business

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Stuart Kaiser Venu Krishna Keith Lerner Ed Yardeni David Kostin Josh Schafer business mainstream:perspective

4/1/2025

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TRUMP TARIFFS, MORE BIG TECH EARNINGS, AND A JOBS REPORT: WHAT TO KNOW THIS WEEK

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✍️ Stocks recovered from a sell-off earlier in the week, but concerns over President Trump's tariff plans and the January jobs report weighed on the market.

👉 Stocks recovered from a sell-off earlier in the week 👉 Concerns over President Trump's tariff plans and the January jobs report weighed on the market 👉 The S&P 500 and Nasdaq Composite rose in January, but the Dow Jones Industrial Average led the gains 👉 Investors will be parsing the latest developments in Trump's tariff strategy, the January jobs report, and corporate earnings reports 👉 The week ahead will feature earnings reports from 131 S&P 500 companies, including Amazon, Alphabet, and Chipotle

-- #PresidentTrump #BenWerschkul #JustinTrudeau #KarolineLeavitt #SarahBianci #JayBryson #StuartKaiser #JohnButters #BinkyChadha #KeithLerner #AdityaBhave #TomLee #Canada #Mexico #China #Florida #business

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President Trump Ben Werschkul Justin Trudeau Karoline Leavitt Sarah Bianci Jay Bryson Stuart Kaiser John Butters

2/2/2025

Layer3.news

AI by layer3.news

Filtering by: Stuart Kaiser · clear filter

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WILDEST TRADING DAY SINCE TARIFF SHOCK TO TEST DIP BUYERS’ NERVE

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✍️ Nvidia's blowout forecast failed to boost the market, with a tech rout and mixed jobs report leaving investors battered.

-- #RobbyKnopp #ChrisMurphy #StuartKaiser #SteveSosnick #TomLee #business

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Robby Knopp Chris Murphy Stuart Kaiser Steve Sosnick Tom Lee business mainstream:perspective

11/22/2025

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OPTIONS TRADERS CRAVING VOLATILITY LOOK PAST FED TO JOBS DATA

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✍️ Volatility traders are preparing for the upcoming Federal Reserve meeting and quarterly triple-witching options expiry, but expect limited market swings due to low volatility.

-- #JeromePowell #StuartKaiser #GarrettDeSimone #NewYorkCity #business

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Jerome Powell Stuart Kaiser Garrett DeSimone New York City business mainstream:perspective

9/14/2025

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WHY A FED RATE CUT MIGHT NOT HELP THE STOCK MARKET

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✍️ Markets expect the Federal Reserve to cut interest rates by 25 basis points, but some strategists warn that rate cuts may not be good news for stocks in the near term.

-- #EdYardeni #StuartKaiser #TorstenSløk #MikeWilson #DavidKostin #AllieCanal #business

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Ed Yardeni Stuart Kaiser Torsten Sløk Mike Wilson David Kostin Allie Canal business mainstream:perspective

9/9/2025

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NVIDIA EARNINGS SET TO TEST AI TRADE WITH STOCKS NEAR RECORD HIGHS: WHAT TO WATCH THIS WEEK

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✍️ Stocks ended the week in rally mode after Federal Reserve Chair Jerome Powell opened the door for a September interest rate cut.

-- #JeromePowell #MichaelFeroli #JohnVinh #StuartKaiser #SteveSosnick #business

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Jerome Powell Michael Feroli John Vinh Stuart Kaiser Steve Sosnick business mainstream:perspective

8/24/2025

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NO SMOKING GUN IN TECH PRESSURES: STUART KAISER

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✍️ Citi Group's Stuart Kaiser believes the recent tech selloff is driven by positioning and sentiment rather than a specific event.

👉 Kaiser believes the selloff is driven by positioning and sentiment rather than a specific event 👉 There is no 'smoking gun' event that caused the selloff

-- #StuartKaiser #ScarletFu #business

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Stuart Kaiser Scarlet Fu business mainstream:perspective

8/22/2025

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NUMBER ONE RISK IS UNEMPLOYMENT RATE: STUART KAISER

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✍️ Citi's Head of US Trading Strategy Stuart Kaiser expresses concerns about the unemployment rate due to weak payrolls and tariff uncertainty.

👉 Three consecutive months of weak payrolls 👉 Uncertainty surrounding hiring 👉 Uncertainty surrounding tariffs 👉 Unemployment rate as a key indicator of economic health

-- #StuartKaiser #ScarletFu #business

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Stuart Kaiser Scarlet Fu business mainstream:perspective

8/20/2025

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UBS RECOMMENDS OPTIONS PAIR TRADE TO RIDE S&P 500’S GRIND HIGHER

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✍️ The US stock market has been steadily rising, and traders are advised to consider a call ratio spread options trade to bet on its continued growth.

-- #MaxwellGrinacoff #JeromePowell #MandyXu #StuartKaiser #business

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Maxwell Grinacoff Jerome Powell Mandy Xu Stuart Kaiser business mainstream:perspective

8/15/2025

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JULY CPI REPORT EXPECTED TO SHOW INFLATION ACCELERATED AMID TARIFF PRESSURES

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✍️ The Consumer Price Index (CPI) is expected to show a faster annual increase in July, driven by tariffs and rising goods inflation.

-- #SarahHouse #StuartKaiser #AllieCanal #economy

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Sarah House Stuart Kaiser Allie Canal economy mainstream:perspective

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DEBT MARKET JITTERS SIGNAL CAUTION FOR HIGH-FLYING STOCKS

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✍️ Investors are backing out of or taking active bets against high-priced corporate credit, anticipating a correction due to signs of slowing economic growth.

-- #MikeRiddell #StuartKaiser #FlorianIelpo #GuyStear #MatthewMish #VanLuu #LONDON #US #business

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Mike Riddell Stuart Kaiser Florian Ielpo Guy Stear Matthew Mish Van Luu LONDON US

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WALL STREET BULL CALLS FOR 11% RALLY IN S&P 500 TO END 2025 AS TRADE 'UNCERTAINTY' SUBSIDES

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✍️ Oppenheimer's chief market strategist, John Stoltzfus, has boosted his year-end target for the S&P 500 to 7,100, citing progress in trade negotiations and resilient corporate profits.

-- #JohnStoltzfus #StuartKaiser #MikeWilson #JoshSchafer #business

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John Stoltzfus Stuart Kaiser Mike Wilson Josh Schafer business mainstream:perspective

7/28/2025

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WALL STREET GAMES OUT HOW TO PROFIT FROM TRUMP TARIFF FLIP-FLOPS

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✍️ Some investors are betting on the volatility of the stock market due to trade tensions and tariff announcements, hoping to profit from the wild swings.

-- #CharlieMcElligott #GarethRyan #StuartKaiser #JoeMazzola #DonaldTrump #MarkZuckerberg #London #NewYork #China #Mexico #Canada #Rwanda #UK #business

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Charlie McElligott Gareth Ryan Stuart Kaiser Joe Mazzola Donald Trump Mark Zuckerberg London New York

6/3/2025, 1 engagement

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WALL STREET BRACES FOR MORE BOND TURBULENCE AS TRADERS BET WASHINGTON WON'T TACKLE DEFICITS

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✍️ The bond market is experiencing a surge in long-term Treasury yields as investors reevaluate the US fiscal outlook following President Trump's proposed tax legislation.

-- #StuartKaiser #EricWinograd #ChrisRupkey #AllieCanal #world

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Stuart Kaiser Eric Winograd Chris Rupkey Allie Canal world mainstream:perspective

5/29/2025

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THE BIGGEST MARKET RISKS TO YOUR SUMMER VACATION

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✍️ Citi's head of equity trading strategy, Stuart Kaiser, highlights the top market risks for investors to be aware of over the summer.

👉 Market risks to be aware of over the summer 👉 Importance of understanding these risks for informed investment decisions

-- #StuartKaiser #business

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5/22/2025

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M&A TARGET STOCKS SURGE IN BET ON WALL STREET DEALMAKING REBOUND

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✍️ A group of US stocks identified by Citigroup as potential acquisition targets has surged 44% since April 8, indicating renewed optimism on Wall Street about dealmaking and the economy.

-- #StuartKaiser #AdamCrisafulli #DonaldTrump #business

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Stuart Kaiser Adam Crisafulli Donald Trump business mainstream:perspective

5/19/2025

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CITI'S KAISER SAYS RECESSION POSSIBLE, LIKES SMALL CAPS

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✍️ Stuart Kaiser, Citigroup's head of US equity trading strategy, believes the odds of a US recession are 50/50 and is optimistic about small-cap stocks.

👉 Odds of a US recession are 50/50 👉 Trade tensions and Federal Reserve's monetary policy are contributing to uncertainty 👉 Small-cap stocks are seen as a potential growth opportunity

-- #StuartKaiser #business

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5/16/2025

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CITI, JPMORGAN SEE 2025’S LAGGARDS TURNING SHORT-TERM WINNERS

https://media.zenfs.com/en/bloomberg_holding_pen_162/c33f24fcd9c0b1fccc75c53294813f58

✍️ Wall Street's major trading desks are advising investors to buy this year's biggest losers, including small caps, technology hardware, and homebuilders, as trade tensions ease.

-- #StuartKaiser #AndrewTyler #ThomasMartin #DennisDebusschere #business

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Stuart Kaiser Andrew Tyler Thomas Martin Dennis Debusschere business mainstream:perspective

5/15/2025

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S&P 500 HAS MORE ROOM TO RUN AFTER MOST INSTITUTIONS MISSED OUT ON STOCK MARKET RALLY: CITI EXECUTIVE

https://dailyhodl.com/wp-content/uploads/2025/05/Run-After-Most-Institutions.jpg?w=1024

✍️ Citi's head of US equity trading strategy, Stuart Kaiser, believes the S&P 500 has more room to rally after most financial institutions missed out on the recent stock market recovery.

-- #StuartKaiser #business

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Stuart Kaiser business Technology:perspective

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TRADING DAY: TARIFF TRUCE A MARKET 'GAME CHANGER'

https://media.zenfs.com/en/reuters-finance.com/b1e220cb688d5b0b0ef0f955a549b249

✍️ Global markets surged on Monday as US-China tariff talks yielded a cooperative outcome, raising hopes that the worst of the global trade crisis is over.

-- #JamieMcGeever #JeromePowell #VolodymyrZelenskiy #VladimirPutin #DonaldTrump #StuartKaiser #MarkZandi #WillemBuiter #SteveDean #Orlando #Geneva #Istanbul #Ukraine #Russia #India #Pakistan #Turkey #world

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Jamie McGeever Jerome Powell Volodymyr Zelenskiy Vladimir Putin Donald Trump Stuart Kaiser Mark Zandi Willem Buiter

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqq4nmjcgq8f4gptmzc078hpfvc44e7adch5f0qfj0cu5xl468t37sshytts

TRADING DAY: TARIFF TRUCE A MARKET 'GAME CHANGER'

https://media.zenfs.com/en/reuters.com/b1e220cb688d5b0b0ef0f955a549b249

✍️ Global markets surged on Monday as US-China tariff talks struck a surprisingly cooperative chord, raising hopes that the worst of the global trade crisis is over.

-- #JamieMcGeever #JeromePowell #VolodymyrZelenskiy #VladimirPutin #DonaldTrump #StuartKaiser #MarkZandi #WillemBuiter #SteveDean #Orlando #Florida #Geneva #Istanbul #Ukraine #Russia #India #Pakistan #Turkey #world

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Jamie McGeever Jerome Powell Volodymyr Zelenskiy Vladimir Putin Donald Trump Stuart Kaiser Mark Zandi Willem Buiter

5/12/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqx8zfknu9hhqumgzm4u6z80zey8edymwc6su4fdd40au7t5qz6maqz0mwlz

GROWTH IS DEFENSIVE AGAIN, CITI'S KAISER SAYS

https://s.yimg.com/ny/api/res/1.2/4y2k7M9tsqawbc4LGzqCQA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/bloomberg_markets_video_2/11dcc9bf94338e667839620766818cff

✍️ Stuart Kaiser, head of equity trading strategy at Citi, believes big tech and growth stocks are defensive and sees clients buying into large-cap tech stocks.

👉 Big tech and growth stocks are defensive in nature 👉 Clients are buying into large-cap tech stocks

-- #StuartKaiser #business

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5/9/2025

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TESLA, ALPHABET HIGHLIGHT EARNINGS RUSH AS TARIFF FALLOUT DRIVES MARKETS: WHAT TO KNOW THIS WEEK

https://s.yimg.com/cv/apiv2/social/images/yahoo_default_logo-1200x1200.png

✍️ The stock market remains uncertain due to tariffs, with the S&P 500 and Nasdaq Composite experiencing a decline of 1.5% and 2.6%, respectively, over the past week.

-- #PresidentTrump #JeromePowell #SylviaJablonski #StuartKaiser #ScottChronert #KeithLerner #CallieCox #JoshSchafer #business

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President Trump Jerome Powell Sylvia Jablonski Stuart Kaiser Scott Chronert Keith Lerner Callie Cox Josh Schafer

4/21/2025

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‘INVESTORS ARE ANXIOUS’: POWELL'S WARNING, TARIFF UNCERTAINTY CONTINUE TO DRAG DOWN MARKETS

https://s.yimg.com/ny/api/res/1.2/GRWdbk58Bqwr3.9rp.el1Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://s.yimg.com/os/creatr-uploaded-images/2025-04/fc3a47c0-1aeb-11f0-9275-0b7b7a5b1ed0

✍️ The stock market experienced a volatile week after Trump's tariff plans and Federal Reserve Chair Jerome Powell's caution on the economic outlook caused uncertainty among investors.

-- #JeromePowell #StuartKaiser #BlakeGwinn #FabioNatalucci #AlexandraCanal #Trump #business

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Jerome Powell Stuart Kaiser Blake Gwinn Fabio Natalucci Alexandra Canal Trump business mainstream:perspective

4/19/2025

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STOCK MARKET’S EXTREME MOVES PORTEND LASTING TROUBLE FOR TRADERS

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✍️ US stocks surged to one of their best days on record after President Trump's 90-day pause on broad tariffs, but this could be a harbinger of tough times for equity investors.

-- #DaveMazza #GinaMartinAdams #MichaelCasper #VenuKrishna #DubravkoLakos-Bujas #FrankMonkam #StuartKaiser #MichaelHartnett #business

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Dave Mazza Gina Martin Adams Michael Casper Venu Krishna Dubravko Lakos-Bujas Frank Monkam Stuart Kaiser Michael Hartnett

4/15/2025

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ECONOMISTS CONTINUE TO REVISE ESTIMATES FOR TRUMP'S TARIFF POLICY. MOST POSSIBILITIES STILL TAKE US BACK TO THE 1910S.

https://s.yimg.com/ny/api/res/1.2/LGQ8KhbRYibfU6G.ciu8XQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://s.yimg.com/os/creatr-uploaded-images/2025-04/1d38fb40-1625-11f0-9777-b98194e29651

✍️ President Trump's tariff policy proposals have left investors and economists scrambling to understand the impacts, with estimates suggesting tariffs could be the highest since 1903.

-- #PresidentTrump #PaulAshworth #JanHatzius #TimCook #StuartKaiser #AlexandraCanal #politics

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President Trump Paul Ashworth Jan Hatzius Tim Cook Stuart Kaiser Alexandra Canal politics mainstream:perspective

4/14/2025

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THE KEY RISKS THAT DROVE THE S&P 500'S WORST FIRST QUARTER IN 3 YEARS AREN'T GOING AWAY

https://s.yimg.com/ny/api/res/1.2/TZACNnwYFHZc8IBmp9fQ0A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://s.yimg.com/os/creatr-uploaded-images/2025-03/1f00cfa0-fe8f-11ef-ad7f-3ea671ac0830

✍️ Stocks are ending the first quarter of 2025 near their lows of the year, driven by President Trump's tariffs and a weakening economic backdrop.

-- #StuartKaiser #VenuKrishna #KeithLerner #EdYardeni #DavidKostin #JoshSchafer #business

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Stuart Kaiser Venu Krishna Keith Lerner Ed Yardeni David Kostin Josh Schafer business mainstream:perspective

4/1/2025