Natural gas prices outlook for 2025

Investing.com — The outlook for natural gas prices in 2025 remains cautiously optimistic, influenced by a mix of global demand trends, supply-side constraints, and weather-driven uncertainties.  As per analysts at BofA Securities, U.S. Henry Hub prices are expected to average $3.33/MMBtu for the year, marking a rebound from the low levels seen throughout much of…

Read More

Electrical infrastructure stocks: Downside risks if Trump repeals EV tax credit

Investing.com — In a note to clients on Wednesday, Bernstein analysts assessed the potential downside risks to electrical infrastructure stocks if President-elect Donald Trump repeals the $7,500 electric vehicle (EV) tax credit, a move that is reportedly being considered as part of broader tax reform.  According to Bernstein, while the immediate market reaction caused low single-digit…

Read More

What would it take for the Fed to pause rate cuts?

Investing.com — A more cautious tone from the Federal Reserve officials on further rate cuts and the recent swath of upbeat economic data has many speculating whether the central bank could pause rates, but strategist at Citi continue to expect inflation and job growth will continue to slow, allowing the Fed to persist with rate…

Read More

10 insights to better understand Trump’s deregulatory and government restructuring

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…

Read More

Pullback causer vs. rally killer: How to spot the difference

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…

Read More

What could Trump 2.0 mean for global trade?

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…

Read More