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US equities

  • Wednesday, 11 December, 2024
    US stocks rally set to slow as investor ‘euphoria’ fades, say big banks

    Wall Street strategists forecast S&P 500 will rise 8% by end of next year after big 2024 gains

    Christmas tree outside the The New York Stock Exchange in New York
  • Wednesday, 11 December, 2024
    Exchange traded funds
    US equities provide rocket fuel for record ETF flows in November

    Virtually every other corner of the ETF investment universe was ground into dust by the onward march of Wall St

    A trader works on the floor of the New York Stock Exchange
  • Wednesday, 11 December, 2024
    Markets InsightJohn Hussman
    New eras, same bubbles: the forgotten lessons of history

    With US equities at record valuation peaks, investors should re-examine their risk appetite

    Economist Joseph Schumpeter
  • Tuesday, 10 December, 2024
    Stocks are expensive, and nobody cares

    How UBS learned to stop worrying and love the rally

  • Tuesday, 10 December, 2024
    Exchange traded funds
    US investors have saved $250bn by investing in ETFs, says BofA

    The savings compared with mutual funds was mainly due to tax advantages rather than exchange traded funds’ lower fees

    Commuters arrive from Metro North Railroad trains in Grand Central Station in New York
  • Monday, 9 December, 2024
    UnhedgedRobert Armstrong
    When good stocks turn bad Premium content

    And quality in the small cap rally

  • Friday, 6 December, 2024
    Passive Investing
    The ‘year of the stockpicker’ revisited

    You won’t believe how it turned out

  • Friday, 6 December, 2024
    Equities
    Bears are dropping like flies

    Et tu, Rosie?

  • Thursday, 5 December, 2024
    UnhedgedRobert Armstrong
    Peak US-phoria? Not yet Premium content

    And Trump’s cheap energy dream

    New York City, Manhattan, commercial property
  • Thursday, 5 December, 2024
    Exchange traded funds
    ETF that amplifies bet on US market leaders highlights concerns

    The iShares S&P 500 Top 20 ETF would serve investors expecting biggest constituents to maintain dominance

    The logos of Meta, Nvidia, Microsoft, Alphabet, Tesla, Apple and Amazon
  • Wednesday, 4 December, 2024
    UnhedgedRobert Armstrong
    What makes a bubble a bubble Premium content

    Prices, sentiment and time

    Benjamin Franklin’s face as it appears on a $100 bill
  • Tuesday, 3 December, 2024
    Wall Street’s AI-powered rally risks ‘correction’, Vanguard warns

    Asset manager’s chief economist Joe Davis says investors are overplaying the near-term potential of the technology

    artificial intelligence chips
  • Friday, 29 November, 2024
    Craig Coben
    The epic spectacle that is the bitcoin juggernaut MicroStrategy

    Despite massive fundraising plans, the stock is up 450% this year, valuing the company at about $90bn

    Michael Saylor raises his left hand as he makes a point. He is wearing a microphone
  • Tuesday, 26 November, 2024
    Katie Martin
    AI stocks: what if this time it really is different?

    Some investors worry we’re in bubble territory, but others think a new paradigm has arrived

    Nvidia Corporation logo seen on a smartphone screen with stock trading
  • Tuesday, 26 November, 2024
    UK equities
    Wall Street banks back UK stocks to outshine Europe under Trump tariffs

    Analysts point to lack of manufacturers that could be hit and high weighting in banks and oil stocks

    People walk past the London Stock building Exchange
  • Monday, 25 November, 2024
    Trump rally carries US small-cap stocks to all-time high

    Promise of corporate tax cuts helps Russell 2000 index eclipse 2021 record

    Donald Trump with his son Donald Jr at an election night watch party
  • Friday, 22 November, 2024
    The Big Read
    How long will Trump’s honeymoon with the stock market last?

    Equities investors seem unfazed by the risk that tariffs and tax cuts will push up inflation and deficits. But fears are rising

    Montage image of Donald Trump and the New York Stock Exchange building
  • Friday, 22 November, 2024
    The Long ViewKatie Martin
    Tina is back: Investors say there is no alternative to US equities

    Fund managers are finding it really hard to articulate a strong case to put money to work anywhere else

    Montage shows the Statue of Liberty against a data backdrop
  • Wednesday, 20 November, 2024
    News in-depthPalantir Technologies Inc
    Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending

    Peter Thiel-founded data company, whose biggest client is the US government, rises $23bn in value since election

    Peter Thiel, Palantir logo with logos of CIA and National Security Agency
  • Wednesday, 20 November, 2024
    Exchange traded funds
    BlackRock and Amundi zero in on concentrated ‘mega-cap’ ETFs

    Launches go against the flow of money going into strategies intended to protect investors from overconcentration

    A trader works on the floor of the New York Stock Exchange in New York
  • Wednesday, 20 November, 2024
    Markets InsightAdam Parker
    Costco’s Netflix moment: a warning for higher-rated stocks

    When companies approach extreme price levels, gravity looms

    A worker in a Costco store in New Jersey, US, stands in front of boxes stacked high with bananas
  • Tuesday, 19 November, 2024
    Equities
    European stocks fall as Ukraine war escalation unsettles markets

    US Treasuries rally as investors sell equities and seek safe assets

    A Ukrainian serviceman operates a 2S5 152 mm self-propelled howitzer, firing towards Russian positions. The scene is set in a wooded area, with smoke and leaves visible around the artillery.
  • Tuesday, 19 November, 2024
    Buying and selling shares
    Corporate insiders cash in on post-election US stock market surge

    Insider sales reach all-time high as executives from Goldman Sachs to Tesla lock in equity gains

    A montage of Denis Coleman, Tom Montag, John Rogers, Ed Hyman and Alex Karp with the logos of Goldman Sachs, Evercore and Palantir in the background
  • Sunday, 17 November, 2024
    Global Economy
    Will UK inflation climb back above the BoE’s target?

    Market Questions is the FT’s guide to the week ahead

    London buses pass through the City of London
  • Saturday, 16 November, 2024
    Trump Media & Technology Group
    Roaring Donald: Trump’s Truth Social emerges as a meme stock darling

    Share price in US president-elect’s media group has been slipping despite high turnover among retail investors

    Truth Social logo
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