Investing.com — Deregulation, the process of removal or reduction of government regulations, is expected to be the cornerstone of Donald Trump’s second term. In a Monday note to clients, strategists at Jefferies presented 10 insights to better explain Trump’s deregulatory and government restructuring agenda. 1) Federal agencies issue around ~3k rules per year, 10x higher…
Investing.com — A note from Sevens Research on Tuesday highlighted the importance of distinguishing between market volatility that merely causes a pullback and events that could end the rally altogether. Sevens emphasized that 2025 will likely see increased turbulence due to “unorthodox policies from the incoming administration,” shifts in Treasury yields and the U.S. dollar, and…
Investing.com — A second Trump administration could bring significant shifts to global trade policy, signaling a return to the assertive and transactional approach seen during Donald Trump’s first term. According to UBS strategists, this could manifest through aggressive tariff measures targeting countries with substantial trade deficits with the US, particularly China. The policy focus is…
BRASILIA (Reuters) – Brazil’s government tightened spending controls late on Friday, freezing expenditure at 19.3 billion reais ($3.33 billion) to comply with this year’s fiscal rules. The figure exceeds the 13.3 billion reais of spending announced in a previous report in September, according to a bi-monthly revenue and expenditure report from the Planning and Finance…
Investing.cm — Citi Research has simulated the effects of a hypothetical oil price surge to $120 per barrel, a scenario reflecting potential geopolitical tensions, particularly in the Middle East. As per Citi, such a price hike would result in a major but temporary economic disruption, with global output losses peaking at around 0.4% relative to…
NICOSIA (Reuters) – A two-notch upgrade of Cyprus’ debt by Moody’s (NYSE:MCO) is a vote of confidence in the island’s economy, the country’s president said on Saturday. Moody’s upgraded Cyprus’ long-term issuer and senior unsecured ratings to A3 from Baa2, citing a “material improvement” in fiscal and debt metrics that the rating agency expected to…
Investing.com — The imposition of tariffs under a potential second Trump administration is expected to prompt a response from affected nations that mirrors the measured retaliation strategies observed during his first term. Analysts at Capital Economics suggest that while countries are likely to retaliate against the economic strain of U.S. tariffs, these responses will aim…
Investing.com — This week has seen significant activity in the markets, with several notable names making headlines for a variety of reasons. Here are Investing.com’s top stocks of the week: Target (NYSE:TGT), Super Micro Computer (NASDAQ:SMCI), and MicroStrategy. Target Target shares plunged by almost 22% Wednesday after the company’s latest quarterly earnings significantly disappointed investors. The…
Investing.com — U.S. nuclear power is poised for significant growth, with two major themes said to be driving the industry’s future: expansion of domestic capacity and localization of enriched uranium supply. According to Daiwa Capital Markets, these developments could unlock billions in new markets while reshaping the energy landscape. Nuclear equipment Daiwa explained in its research…
Investing.com — The appointment of Robert F. Kennedy Jr. as the new Secretary of Health and Human Services (HHS), pending Senate approval, could have big implications for the US food sector. Kennedy’s outspoken stance against “Big Food” and his call to remove chemicals from America’s food supply signal potential challenges for the industry. His proposal…
