* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Thursday, September 18, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    REO to return for UI homecoming – The News-Gazette

    REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

    Gen V Season 2: What is The Odessa Project? – yahoo.com

    Gen V Season 2: Unlocking the Secrets of The Odessa Project

    PENN Entertainment stock rating reiterated at Market Outperform by JMP – Investing.com

    PENN Entertainment Stock Rated a Market Outperformer by Experts

    Here’s how NJ’s once-vibrant nightclub scene was born and why it died – Bergen Record

    The Rise and Fall of New Jersey’s Once-Vibrant Nightclub Scene: What Happened?

    The Emmys are back: Viewership soars to highest numbers in 4 years – yahoo.com

    The Emmys Return with a Bang: Viewership Hits a 4-Year High

    From Spinal Tap II to Ed Sheeran : your complete entertainment guide to the week ahead – The Guardian

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    China says US TikTok deal a ‘win-win’, will review app’s technology and IP transfers – Reuters

    China Hails US TikTok Deal as a ‘Win-Win’ While Launching Review of App’s Technology and IP Transfers

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    City IT presented Best of North Carolina Technology Award – RaleighNC.gov

    City IT Honored with Best of North Carolina Technology Award

    LELO Releases 2025 Futurist Report: Intergenerational Views on Relationships, Sex, and Technology – PR Newswire

    Exploring the Future: How Different Generations View Relationships, Sex, and Technology in 2025

    Will New Big Technology Engagements Reshape Innodata’s Growth Path? – Yahoo Finance

    Could New Major Tech Partnerships Propel Innodata to Unprecedented Growth?

    Unlocking AI Success: How People, Process, and Technology Form the Ultimate Triangle

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    REO to return for UI homecoming – The News-Gazette

    REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

    Gen V Season 2: What is The Odessa Project? – yahoo.com

    Gen V Season 2: Unlocking the Secrets of The Odessa Project

    PENN Entertainment stock rating reiterated at Market Outperform by JMP – Investing.com

    PENN Entertainment Stock Rated a Market Outperformer by Experts

    Here’s how NJ’s once-vibrant nightclub scene was born and why it died – Bergen Record

    The Rise and Fall of New Jersey’s Once-Vibrant Nightclub Scene: What Happened?

    The Emmys are back: Viewership soars to highest numbers in 4 years – yahoo.com

    The Emmys Return with a Bang: Viewership Hits a 4-Year High

    From Spinal Tap II to Ed Sheeran : your complete entertainment guide to the week ahead – The Guardian

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    China says US TikTok deal a ‘win-win’, will review app’s technology and IP transfers – Reuters

    China Hails US TikTok Deal as a ‘Win-Win’ While Launching Review of App’s Technology and IP Transfers

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    City IT presented Best of North Carolina Technology Award – RaleighNC.gov

    City IT Honored with Best of North Carolina Technology Award

    LELO Releases 2025 Futurist Report: Intergenerational Views on Relationships, Sex, and Technology – PR Newswire

    Exploring the Future: How Different Generations View Relationships, Sex, and Technology in 2025

    Will New Big Technology Engagements Reshape Innodata’s Growth Path? – Yahoo Finance

    Could New Major Tech Partnerships Propel Innodata to Unprecedented Growth?

    Unlocking AI Success: How People, Process, and Technology Form the Ultimate Triangle

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Business

Hopes of ‘Goldilocks’ economy, rate peak buoy US stocks

July 29, 2023
in Business
Hopes of ‘Goldilocks’ economy, rate peak buoy US stocks
Share on FacebookShare on Twitter

Hopes of 'Goldilocks' economy, rate peak buoy US stocks
© Reuters. Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., April 10, 2023. REUTERS/Brendan McDermid

By David Randall

NEW YORK (Reuters) – A resilient U.S. economy and expectations of a nearing peak in the Federal Reserve’s monetary policy tightening cycle are emboldening stock investors, even as worries persist over rising valuations and the potential for inflation to rebound.

The is up nearly 19% this year after gaining around 1% in the past week. It has risen nearly 10 percentage points since June 1, over which time the U.S. government avoided a debt ceiling default and consumer prices cooled, while growth stayed resilient.

One key factor driving stocks higher has been the view that the economy is moving towards a so-called Goldilocks scenario of ebbing consumer prices and strong growth that many believe is a healthy backdrop for stocks.

That view gained further traction in the past week, when Chair Jerome Powell said the central bank’s staff no longer forecasts a U.S. recession and that inflation had a shot of returning to its 2% target without high levels of job losses.

Policymakers raised rates by another 25 basis points to their highest level since 2007 at the central bank’s July 26 meeting and left the door open to another increase in September.

“The market has fully accepted the narrative that it wanted, which is Goldilocks. Until we see some set of data that scares them it’s hard to see how that changes,” said Bob Kalman, senior portfolio manager at Miramar Capital.

At the same time, investors believe the Fed is unlikely to deliver much more of the monetary policy tightening that shook markets last year. Futures markets on Friday priced a nearly 73% chance that rates don’t rise above current levels through the end of the year, according to CME’s FedWatch tool, up from 24% a month ago.

A test of the economy comes next week, when the U.S. reports employment numbers for July. While comparatively strong employment data has been a driver of this year’s stock rally, signs that the economy is growing at too rapid a pace could spark worries that the Fed will need to raise rates more than expected.

“For markets to continue to trade higher, the soft landing must be a soft landing, not a reacceleration, because if housing and consumer spending accelerate from here, the Fed will have to raise rates a lot more,” wrote Torsten Slok, chief economist at Apollo Global Management (NYSE:).

Kalman, of Miramar Capital, believes there’s a growing chance the Fed may need to raise rates beyond their current 5.50% threshold and hold them there for longer than expected, an outcome he worries could dampen the economy and hurt risk assets.

“It’s a 50-50 chance that we’ll get Goldilocks or we’ll get a stronger downturn,” he said.

Many are also assessing the durability of a rally in tech stocks, which has been fueled in part by excitement over developments in artificial intelligence. The tech-heavy is up nearly 44% year-to-date, while the S&P 500 information technology sector has gained nearly 46%.

Optimistic forecasts from Meta Platforms and results from Alphabet (NASDAQ:) earlier this week bolstered the case for those who believe megacaps’ lofty valuations are justified. Some smaller companies have delivered as well, with shares of streaming device maker Roku (NASDAQ:) Inc soaring on Friday after it gave an upbeat quarterly revenue forecast.

Still, some investors have been looking outside of tech stocks for further gains, wary of rising valuations. The S&P 500 tech sector now trades at 28.2 times forward earnings, from 19.6 at the start of the year.

Burns McKinney, senior portfolio manager at NJF Investment Group, owns shares of Apple (NASDAQ:) and Microsoft (NASDAQ:) but has been adding to dividend-paying positions in healthcare, financials, and energy in anticipation that megacap names start to falter.

For megacap stocks, “the risk-reward is not as good as it was a quarter ago,” he said.

Others believe the rally in equities is due for a pause. Randy Frederick, managing director of trading and derivatives for the Schwab Center for Financial Research, said he wouldn’t be surprised to see the S&P 500 fall 5% or more in the next month or two as investors take profits on recent gains.Yet he also believes stocks are in the “early stages” of their recovery after falling into a bear market last year. “There’s always a concern with too much optimism, but longer term a sort of consolidation here speaks to a positive market going out,” he said.

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : Investing.com – https://www.investing.com/news/economy/hopes-of-goldilocks-economy-rate-peak-buoy-us-stocks-3137988

Tags: 'Goldilocks'businesshopes
Previous Post

Chile’s Codelco sees lower copper output, more stoppages in 2023

Next Post

IMF, Argentina reach staff deal on loan reviews to unlock $7.5 billion

Readers respond: Politics should avoid zero-sum game – OregonLive.com

Readers Respond: Why Politics Must Move Beyond the Zero-Sum Game

September 18, 2025
New approach improves right whale distribution models – EurekAlert!

Breakthrough Technique Boosts Precision in Mapping Right Whale Populations

September 18, 2025

Are Six-Figure Tech Careers Disappearing? Why Computer Science Graduates Are Struggling to Find Even Minimum Wage Jobs

September 18, 2025
Scientists reverse stroke damage with stem cells – ScienceDaily

Breakthrough Discovery: Scientists Successfully Reverse Stroke Damage with Stem Cells

September 18, 2025
New statewide SC lifestyle show ‘Palmetto Life Weekend’ to air on WMBF News – WMBF

Discover South Carolina’s Charm: New Lifestyle Show ‘Palmetto Life Weekend’ Premieres Statewide

September 18, 2025
China says US TikTok deal a ‘win-win’, will review app’s technology and IP transfers – Reuters

China Hails US TikTok Deal as a ‘Win-Win’ While Launching Review of App’s Technology and IP Transfers

September 18, 2025

Ireland Contracting Nightly Sports Call: Sept. 17, 2025 – CBS News

September 18, 2025
Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

September 18, 2025
Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

September 18, 2025
REO to return for UI homecoming – The News-Gazette

REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

September 18, 2025

Categories

Archives

September 2025
MTWTFSS
1234567
891011121314
15161718192021
22232425262728
2930 
« Aug    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (825)
  • Economy (844)
  • Entertainment (21,723)
  • General (17,104)
  • Health (9,889)
  • Lifestyle (859)
  • News (22,149)
  • People (849)
  • Politics (855)
  • Science (16,056)
  • Sports (21,344)
  • Technology (15,827)
  • World (828)

Recent News

Readers respond: Politics should avoid zero-sum game – OregonLive.com

Readers Respond: Why Politics Must Move Beyond the Zero-Sum Game

September 18, 2025
New approach improves right whale distribution models – EurekAlert!

Breakthrough Technique Boosts Precision in Mapping Right Whale Populations

September 18, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version