"Today a confluence of factors argue that the key tail risk that may not be priced in is not just a cyclical recovery, but a boom," BofA Research analysts write.
Goldman Sachs’ chief economist just downgraded the entire U.S. economy as Trump’s latest tariff salvo rattles markets
March 11, 2025
Americans are the most optimistic about the economy since just after Trump’s inauguration
BY NICK LICHTENBERG AND FORTUNE INTELLIGENCE
July 18, 2025
Strategists favor cyclical assets over defensive stocks as they believe the administration is focused on keeping consumers…
Recessions are about shocks, and energy is a prime culprit, Tyler Goodspeed says
Lutnick's China promise did little to impress markets, but overall added to a period of relative stability. Yet one analyst…
The economic numbers over the past week show the difficulties that Trump might face if the numbers continue on their current path.
"The tariffs and the potential for a trade war, I think, is really the only risk to the market right now,” Steve Eisman said.
Thanks to stockpiling neither the markets nor consumers have been as badly affected by the trade wars as feared. But signs of…
