Market Factors: The biggest debates - and risks - for investors looking to outperform in 2025

Today we’ll talk about Morgan Stanley’s picks for biggest market debates for 2025, which include “diabesity” and Canadian rail stocks. Meanwhile, Wells Fargo covers the “what could go wrong for markets?” without turning bearish.Apple has brought its suite of artificial intelligence-based tools to Canada. Customers shop at the Apple Store on 5th Ave. in New York on Friday, September 20, 2024.

Mr. Flynn believes oral drugs will be necessary to address current shortages of injectable treatments. Stocks involved with this overall theme include Eli Lilly and Co., Pfizer Inc., Structure Therapeutics Inc. and Viking Therapeutics Inc. The end of 2017’s Tax Cut and Jobs Act is more likely, which threatens electric vehicle and offshore wind subsidies. Mr. Percoco adds, however, that tax credits for nuclear and solar power development enjoy bipartisan support. Potential opportunities here include First Solar Inc., Fluence Energy Inc., Enphase Energy Inc. and GE Vernova.

The first risk is sticky inflation pressure and higher-than-expected bond yields. U.S. CPI less food and energy has already fallen from 6.6 per cent in 2022 to 3.3 per cent but the final move to the Fed target of 2.0 per cent could prove difficult. Higher longer-term bond yields could stifle a risk-on market backdrop.

Risk number five is government litigation focused on megacap technology stocks. Meta Platforms, for example, is set to slug it out with the Federal Trade Commission over a ruling demanding the spinoff of Instagram.

ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

Similar News:คุณยังสามารถอ่านข่าวที่คล้ายกันนี้ซึ่งเรารวบรวมจากแหล่งข่าวอื่น ๆ ได้

Market Factors: The most interesting lookahead to 2025 marketsPlus, some optimism for income investors
แหล่ง: globebusiness - 🏆 31. / 66 อ่านเพิ่มเติม »

U.S. Election Boosts Market Optimism: Money Manager Sees Strong Stock Market Performance Through 2025Brianne Gardner, a senior wealth advisor, expects strong U.S. stock market performance driven by rising corporate profits and economic growth. Following the U.S. election, the focus has shifted to economic fundamentals, with a strategic shift towards U.S. stocks.
แหล่ง: globeandmail - 🏆 5. / 92 อ่านเพิ่มเติม »

Market Factors: Why Wednesday could be the most important market day left in 2024Plus, Rosenberg’s revised market call and why women are better at TFSA investing
แหล่ง: globebusiness - 🏆 31. / 66 อ่านเพิ่มเติม »

What The GTA Housing Market Can Expect In 2025Teagan has covered Toronto, GTA, and Ontario cottage country real estate. Before coming to STOREYS as a staff writer, she was a freelance writer for Toronto Life and Cottage Life.
แหล่ง: storeyspub - 🏆 16. / 74 อ่านเพิ่มเติม »

IEA expects comfortably supplied oil market in 2025 despite demand hikeThe IEA increased its 2025 global oil demand growth forecast to 1.1 million barrels per day from 990,000 bpd last month
แหล่ง: globeandmail - 🏆 5. / 92 อ่านเพิ่มเติม »