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Can stocks really go higher?
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Switzer on Saturday
Obstacles to this stock market rally are yet to emerge
The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined with lower US interest rates, keeps stocks irresistible to growth investors. It looks over-the-top but the pluses for stocks still outweigh the negatives, so it looks largely onwards and upwards into 2026.
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Switzer on Saturday
Dud data drops not a negative for stocks
Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could even be a “jumbo” 50-basis points reduction!
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Switzer on Saturday
Disappointing data isn’t hurting stocks
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
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Switzer on Saturday
We better hope Trump delivers
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
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Switzer on Saturday
Rate cuts & Trump are the main game
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
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Switzer on Saturday
The Trump effect counters worrying inflation data
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
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Switzer on Saturday
Stocks are at a crossroads but where will they go?
It’s been a positive week for stocks but it’s not crazy to ask are we approaching a crossroad with stocks? There is one road leading to a US and global economy slowdown because of the Trump tariffs, which has to create a one-off rise in inflation in the States.
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Switzer on Saturday
Will the music stop soon?
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
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Switzer on Saturday
Unreasonable Trump makes reasonable deals
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.