January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week
View original at finance.yahoo.comJanuary jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week The major indexes ended Friday in the red — but the week little-changed — as investors digested a tech sell-off, wild trading in silver and gold, and the long-awaited news that President Trump will nominate financial markets st…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
If we can stay above 3% GDP growth for the entire year it could lead to double-digit returns in the stock market
80% confidenceWhat began as a largely self-funded capex cycle is quickly becoming a financing event
80% confidenceWith inflation risks continuing to loom on the horizon, balancing political pressures to reduce policy rates will remain a challenge
80% confidenceMarket reaction to Microsoft spending implies diminishing pay-offs from AI investments and less growth at a time when valuations are at extremes and the market is almost priced to perfection
80% confidenceHigher corporate profits drive stock prices and to the extent a sustainable increase in productivity and output allow companies to meaningfully increase profits, we should expect the market to increase as well
80% confidenceFears about AI ROI have returned to the fore, raising questions about valuations
80% confidenceAI-related exposure is becoming pervasive across portfolios, with apparent diversification across issuers and sectors increasingly masking a single macro bet on AI
80% confidenceWarsh has a strong pedigree to be chair of the Federal Reserve, with a background somewhat similar to Chair Powell
80% confidenceThe US economy is producing at a very high level and the 4.4% real growth rate is much higher than normal and is likely to moderate over the course of the year
80% confidenceThere is a sense that a Warsh Fed technically leans more hawkish with an unwillingness to utilize the balance sheet to cap long-term rates
80% confidenceSenator Tillis will not vote for the next Fed chair until the Justice Department resolves its investigation into Fed Chair Powell
80% confidence