📈 Stocks / Finance

Big banks and inflation data dominate the week ahead

Investopedia

This week features earnings reports from major banks like JPMorgan, Goldman Sachs, and Bank of America, along with key firms like TSMC and UnitedHealth. Investors await December CPI and PPI data amid Fed speakers signaling monetary policy stances ahead of their January meeting.

Tech bubble's reckoning in 2027, warns Munster

Markets Insider

Gene Munster, a veteran tech analyst, predicts the AI-fueled tech bubble will burst by 2027, causing a 30% Nasdaq drop. Nvidia and chipmakers may face steep losses. Despite AI's transformative promise, growth is expected to slow, with high expectations risking market disappointment as earnings decline.

Lucid Group surpasses expectations but faces policy risks

TipRanks

Lucid Group delivered 3,099 vehicles in Q4 2024, an 11% QoQ and 78% YoY increase, bolstered by its new Gravity SUV and $1.75B capital raise. Despite strong liquidity of $5.16B, analysts remain cautious due to a 2.67 beta and policy uncertainty under President-elect Trump.

🪙 Crypto

Dimon calls Bitcoin a tool for crime, praises blockchain use

International Business Times

JPMorgan CEO Jamie Dimon criticized Bitcoin as a 'decentralized Ponzi scheme,' heavily used for illicit activities. Despite his stance, Dimon acknowledged blockchain's utility, noting JPMorgan's use of it. He supported stablecoins but warned about regulatory challenges, highlighting crypto's polarizing role in finance.

🌎 Global Economy

Hot US jobs data rattles global markets

Yahoo Finance

A robust US jobs report, showing over 250,000 new jobs and a drop in unemployment, sent Treasury yields to a yearly high and the dollar to a two-year peak. The S&P 500 slumped, emerging markets tightened financial conditions, and Asian markets brace for volatility as bond yields surge.

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