A tanker carrying crude oil at Qingdao Port in Shandong Province, China, on August 3, 2025. (Photo: Costfoto)NurPhoto via Getty ImagesA fresh oil production hike by OPEC+ has sent yet another clear signal to the international crude market that its focus remains firmly on a higher market share.At their meeting on Sunday, eight members of OPEC+, a select group of Russia-led oil producers and the Organization of the Petroleum Exporting Countries (OPEC) spearheaded by Saudi Arabia, opted to raise their collecti ...

Small Cap write on sticky notes isolated on Office Desk. Stock market conceptgettySmall companies are sneaky AI-friendly plays because they are implementing these tools faster than their larger competitors.Expect to see these smaller firms become more efficient in the quarters ahead. Sales will continue to increase while headcounts will remain relatively flat as robots take up the slack—a boon to future profits.Ironically, small caps are currently the cheapest sector on the board: S&P 500: 22.2 S&P MidCap 4 ...

WASHINGTON, DC - NOVEMBER 08: Fed Chairman Jerome Powell prepares to deliver remarks to the The Federal Reserve's Division of Research and Statistics Centennial Conference on November 08, 2023 in Washington, DC. Market watchers and policy makers are listening carefully to Powell for indications of whether the Fed would need to hike rates further to bring down inflation. (Photo by Chip Somodevilla/Getty Images)Getty Images“I trust that you will never lose sight of the fact that millions of Americans are depe ...

SYDNEY, AUSTRALIA - JANUARY 30: Matt Comyn, Commonwealth Bank CEO (left) and Sebastian Siemiatkowski, CEO of Klarna Group (right) on January 30, 2020 in Sydney, Australia. Commonwealth Bank customers will be able to benefit immediately from using one of the world's largest and most innovative buy now pay later online shopping services following today's launch of Klarna Australia. (Photo by James D. Morgan/Getty Images for CBA)Getty Images for CBAKlarna, a buy now, pay later service provider, hopes to be val ...

市场表现与前景 - 标普500指数过去一年上涨14% 表现稳健[2] - 纳斯达克指数三年累计上涨90% 显著超越标普500的63%涨幅[9] - 人工智能技术投资额达4000亿美元 较2024年增长60%[5] 经济基本面支撑 - 美国实际GDP年增长率维持在2%水平 超出经济学家低于1%的预期[4] - 亚特兰大联储GDPNow指标显示第三季度经济增长加速至3%以上[5] - 长期债券价值下降表明投资者风险偏好持续增强[3] 封闭式基金策略 - Nuveen NASDAQ 100动态超额基金通过卖出看涨期权策略 将纳斯达克100指数0.5%的平均收益率提升至7.8%[2][8] - 基金前两大持仓为英伟达(近10%)和微软 重点布局人工智能驱动企业[8] - 当前基金相对资产净值折价7.7% 显著高于十年平均1.7%的折价水平[11] 科技板块特性 - 科技股对市场情绪波动高度敏感 特别适合备兑看涨期权策略[8] - 纳斯达克指数波动性持续高于标普500 在恐慌时期尤为明显[9] - 人工智能投资带来的生产率提升被视为长期价值驱动因素[8]

Commuters headed to workgettyThe August unemployment level is up to 4.3%. However, that level remains a positive indicator. Why? Because it is well below the historical median level of 5.5%. A full 75% of all the post-World War II months had a higher unemployment level. The two graphs below show this historical comparison:The current unemployment picture looks fineJohn Tobey (FRB of St Louis - FRED)An easier way to see where the current unemployment rate stands is to sort all the months by size:Current unem ...

The report is slated to publish this month. (Photo by Andrew Harnik/Getty Images)A promised report from Health and Human Services Secretary Robert F. Kennedy Jr. will claim the use of the common painkiller Tylenol during pregnancy is a potential cause for autism, The Wall Street Journal reported, while the drug’s maker maintains the drug’s safety.Kenvue, which owns McNeil Consumer Healthcare, the maker of Tylenol, told The Journal, “We have continuously evaluated the science and continue to believe there is ...

We have a split market on our hands. Gold is ripping. Bonds are slipping. And stocks are chopping around, with new sectors looking to pick up the baton from tech. Here are three top ways our MoneyShow experts say you can profit.Mike Larson MoneyShow.comn this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle ...

Disney's recent Marvel movies have lacked the box office draw of their predecessors © 2023 MARVEL.Courtesy of Marvel StudiosIt is no secret that Disney’s Marvel Studios division doesn't have the same punching power at the box office that it used to.Over the five years up to 2020, seven of its super hero movies grossed more than $1 billion giving the franchise some of the highest average takings in the industry. However, over the five years since 2020 only Deadpool & Wolverine and Spider-Man: No Way Home hav ...

关税裁决影响 - 特朗普政府大部分"对等"关税被裁定违宪 但上诉程序仍在继续 最终结果存在不确定性 [1] - 若最高法院维持下级法院裁决 经济预测需修正 但该裁决不适用于总统以国家安全为由征收的所有关税 [1][4] - 上诉法院以7-4票数支持国际贸易法院的三法官小组一致裁决 显示裁决具有较强法律依据 [2] 经济影响评估 - 耶鲁预算实验室估计当前关税使价格上涨1.7% 若IEEPA关税被废除 涨幅将降至0.5% [5] - 关税不确定性导致企业推迟资本支出和招聘 但数据证实招聘放缓而非资本支出 [3] - 即使关税成立 价格调整后消费支出减少将导致就业下降 但不足以引发经济衰退 [5] 企业供应链调整 - 企业采取缩短供应链策略 倾向于国内采购或本地化生产 以减少跨国供应链风险 [7] - 企业同时实施供应来源多元化战略 从多个国家采购原材料 尽管成本可能上升 [9] - 这些调整将小幅提高生产成本 最终导致消费者面临略微上涨的商品价格 [10] 行业结构变化 - 全球生产结构将逐步转向本地化 全球化程度降低 但这一转型需要较长时间完成 [11] - 半导体 制药等行业可能面临基于国家安全法新增的关税 [4] - 即使关税被裁定违宪 特朗普的对等关税已经改变了全球商业和政治领袖的长期规划假设 [6]