Sticky inflation and slowing growth may stall stocks in 2025

5 articles I'm watching carefully

In partnership with

Tyler Dupont
logo

Good morning ๐Ÿ‘‹

Here's the latest news I'm tracking today.

 ๐Ÿ“ˆ Stocks / Finance

Sticky inflation and slowing growth may stall stocks in 2025

Stifel's Barry Bannister predicts the S&P 500 will drop to the mid-5,000s by 2025's end, citing persistent inflation and slower GDP growth. He highlights defensive sectors like healthcare and utilities. GDP growth, expected at 2.1%, is critical, with weaker growth historically dampening stock performance.

Oil prices steady as US hints at tighter Russia sanctions

Oil prices held steady after a 5% weekly rise, with Brent at $74 and WTI near $71. The US may lower Russia's crude price cap to curb war funding. Analysts see oversupply pushing Brent to $70 in 2025, despite risks tied to geopolitical supply concerns and OPEC+ cuts.

Quantum computing's commercial struggles reflected in Rigetti's hype

Quantum computing stocks, including Rigetti's 790% rise, are fueled by breakthroughs like Alphabet's "Willow" chip. Yet, scaling and accuracy hurdles, reliance on grants, and limited practical use hinder growth. Rigetti's revenue, down 23% YoY, reflects challenges despite market optimism.

๐Ÿช™ Crypto

Bitcoin hits $106K as markets price in Fed rate cut

Bitcoin reached a record $106,509, up 145% year-to-date, as markets anticipate a 25-basis-point Fed rate cut with a 96% probability. Lower rates could weaken the dollar, boosting Bitcoin, which has gained 50% since the U.S. election. Broader crypto markets rose 4% alongside Bitcoin.

๐ŸŒŽ Global Economy

Middle East shifts amid global monetary easing

The fall of Bashar al-Assad's regime destabilizes the Middle East, with Turkey poised to shape Syria's future. Globally, central banks, including the ECB and SNB, cut rates to counter economic stagnation. Bloomberg forecasts 2025 global growth at 3.1% with inflation easing to 3.4%.

Add a piece of the energy sector to your portfolio.

  • Access to 300 million barrels of recoverable oil reserves

  • Royalty-based investment model reducing operational risks

  • Projected 25+ years of potential royalty income

๐Ÿ—ž๏ธ Other Newsletters You Might Like

Essential stock market insights every day before the bell rings.

Did you like today's newsletter?
Powered by Typeform