What To Expect From Markets In 2025
The short answer is that 2025 will bring a market where investors must clear an even higher bar to keep the momentum going. Will stocks be able to rally again? That depends on big factors like economic growth, the Fed’s next moves, corporate earnings, and geopolitics. The answers to these questions could make or break the market’s momentum. However, the challenge for bulls is clear: After the optimistic rally of 2023 and the partial fulfillment of hopes in 2024, surpassing expectations in 2025 will require even stronger outcomes.
Friday The 13th – A Lucky Day For The S&P 500?
For many, Friday the 13th conjures images of bad luck and superstition. But what if it’s not the unluckiest day for your portfolio? Historically, the S&P 500 (via SPY) has delivered some surprising results on this ominous date. From impressive gains to modest dips, Friday the 13th has its own unique story to tell in market lore. Could this notorious day actually be an overlooked opportunity for investors? Let’s dive into the data and uncover what the market’s fear factor really looks like.
S&P 500 Hits New Highs, But Is the Rally Running Out of Steam?
The S&P 500 closed last week at record highs, capping a stunning 27.68% gain for the year. Yet, beneath the surface, cracks are starting to form. Market breadth is narrowing, some sectors are struggling, and key technical indicators are flashing caution. With big tech leading the charge and risks mounting in bonds and Bitcoin, investors ask: Is this the calm before the storm? Let’s see what’s fueling this rally—and why it might not last after the new year.
Will The Ghost Of Christmas Past Visit the Market?
Earlier in the week I presented a bullish case for the markets to rise through the rest of the year, but then Thursday happened and the Russell 2000 dropped over 1%. The Dow followed suit and was down just over 0.5%. What happened and what could stop the end of the year holiday rally? The Ghost of Christmas Past.
Thanksgiving to Year-End: Will the S&P 500 Feast or Flounder?
As we say goodbye to one presidential administration and welcome the next, we’re sitting on potentially one of the greatest trading periods of the year. Hype is high, the volatility index (VIX) is low, and the markets continue to put in new highs. Even some of the larger banks are projecting another stellar year for 2025, but is now the best time to buy?
Markets Rise on Fed Comments, Chip Stocks Rally
Turkey day is around the corner (that’s Thanksgiving in the U.S.) and I for one am looking forward to a slower week ahead. For personal reasons, this has been a difficult month for me and I’m looking forward to a slower market week and some time off. Enough about me – let’s see what the markets did and where they could be heading next week and into December.
How to Tune Out the Noise—and Tune In to Real Market Signals
We’ve all heard it: “Don’t pay attention to the news.” And for the most part, it’s great advice. Financial headlines are designed to grab attention, not guide your trades. They’re often packed with hype, conflicting opinions, and a relentless focus on mega-cap stocks that dominate the indexes but may not dominate your portfolio.
But sometimes the news does matter. Knowing when to pay attention can help you navigate the markets with more confidence and less noise.
Trump vs Powell – The Fight Continues
Wall Street is in a frenzy following Trump’s second-term win, driven by expectations of deregulation, drastic spending cuts, and strict immigration policies. These plans have set the market on a bullish trajectory, but there’s one player poised to counterbalance this surge—the Federal Reserve. Did Fed Chair Jerome Powell really cool the rally, or is there a deeper narrative at play?
Fear Index Spikes, S&P Holds Steady: How the Markets Are Weathering Election Week
As I sit down to write this article, the election is far from over so rather than risk a “Dewey Defeats Truman” situation, I’ll skip the politics and go right for the markets. With nearly 20 of the S&P 500 companies due to report earnings this week, there’s no shortage of volatility and spectacular one-day moves. Let’s get into a little more of what you can expect for this week and next.
Markets Brings Mostly Tricks And No Treats On Halloween
Wall Street hates it when companies spend money on infrastructure projects, even when related to AI. Everyone wants the finished product without the realization that it takes time and money to get to that result. This became clearer after Microsoft (MSFT) and Meta (META) released earnings and guided lower due to the rising costs of upcoming projects. The market responded by selling shares, which in turn helped the entire market fall nearly 2%. Does that mean it’s the end of the bull market or the perfect time to get in?
