Martin Baccardax

Martin Baccardax

Senior Writer

LATEST ARTICLES

Wall Street Rethinks Recent Rally as Trump Fails to Steady Stock and Oil Markets

Wall Street Rethinks Recent Rally as Trump Fails to Steady Stock and Oil Markets

Investors aren’t ready to buy the president’s key message to financial markets.

3 minute read

Betting on a Market Bottom? Stocks Might Have Further to Fall.

Betting on a Market Bottom? Stocks Might Have Further to Fall.

Stocks tend to bottom early and recover quickly in a crisis. Can history repeat itself?

4 minute read

Markets Make an Uneasy Truce With Iran War Risks. This Is What a Real Rally Needs.

Markets Make an Uneasy Truce With Iran War Risks. This Is What a Real Rally Needs.

Stock markets are hopeful. Oil markets less so. That doesn’t spell sustained gains.

3 minute read

Mag 7 Stocks Look Cheap, but the S&P 500’s Rally Depends on Big Tech and the AI Outlook

Mag 7 Stocks Look Cheap, but the S&P 500’s Rally Depends on Big Tech and the AI Outlook

Microsoft, Nvidia, and other Magnificent Seven stocks are cheaper relative to the S&P 500, but investors remain uncertain about the durability of the AI trade.

4 minute read

The ‘Fog of War’ Could Soon Lift for Stocks. These Risks Still Loom.

The ‘Fog of War’ Could Soon Lift for Stocks. These Risks Still Loom.

The worst quarter in four years won’t be undone by White House messaging alone.

3 minute read

S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.

S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.

Wall Street is also holding firm to its end-of-year price targets for the S&P 500, with a consensus of around 7700 points.

4 minute read

Bonds Are Giving Stocks a Helping Hand. Why That’s Not a Good Thing.

Bonds Are Giving Stocks a Helping Hand. Why That’s Not a Good Thing.

Stocks have risen each Monday since the war began, but losses have always followed.

4 minute read

S&P 500 Is Nearing a Correction. Why Trump’s Latest Iran Pause Isn’t Helping.

S&P 500 Is Nearing a Correction. Why Trump’s Latest Iran Pause Isn’t Helping.

Investors appear to have discounted President Donald Trump’s latest effort to soothe market angst over the war with Iran.

4 minute read

The Iran War and Oil Prices Bring Risk of Deeper Market Lows. There Are Echoes of 2008.

The Iran War and Oil Prices Bring Risk of Deeper Market Lows. There Are Echoes of 2008.

It’s not 2008, but there are parallels. And stocks have further to fall.

4 minute read

Stock Market Is Hostage to Trump’s New Iran War Deadline

Stock Market Is Hostage to Trump’s New Iran War Deadline

The S&P 500 remains nearly 5% lower on the month and looks fragile.

3 minute read

Why the Dollar Could Be an Iran War Winner—and What Happens If It Isn’t

Why the Dollar Could Be an Iran War Winner—and What Happens If It Isn’t

An analyst who argues a victory for President Donald Trump will ultimately cement the greenback‘s role as the world’s dominant currency

4 minute read

Google Stock Slides Toward Bear Market Territory. Time to Buy?

Google Stock Slides Toward Bear Market Territory. Time to Buy?

Alphabet stock is sliding toward bear market territory as investors weigh heavy AI spending, rising costs, and slowing earnings growth.

4 minute read

The Stock Market Faces a Key Test This Week as Correction Risks Loom

The Stock Market Faces a Key Test This Week as Correction Risks Loom

The springtime fate of shares could be determined over the next few days.

3 minute read

Markets are Ready to Buy on Peace Hopes. But Investors Aren’t Sold on a Longer Rally.

Markets are Ready to Buy on Peace Hopes. But Investors Aren’t Sold on a Longer Rally.

Stocks are rallying on optimism for peace talks, but the lack of details has primed volatility risk.

3 minute read

Barclays Says the S&P 500 Could Post Big Gains This Year. Why That Won’t Be Easy.

Barclays Says the S&P 500 Could Post Big Gains This Year. Why That Won’t Be Easy.

Stocks will have solid tailwinds once the war ends. But it will need to end soon.

3 minute read

A 3-Step Checklist for a Higher Stock Market

A 3-Step Checklist for a Higher Stock Market

Stocks are powering higher on hopes the war will end soon. Keep an eye on oil prices.

3 minute read

Treasuries Extend Slump as Likelihood of Fed Rate Cuts Fades

Treasuries Extend Slump as Likelihood of Fed Rate Cuts Fades

Rate traders are now pricing in a higher chance of a Fed rate hike this year than they are a rate cut.

4 minute read

Higher Oil Prices Have Pummeled Stocks. Rising Treasury Yields Are Also Hitting Hard.

Higher Oil Prices Have Pummeled Stocks. Rising Treasury Yields Are Also Hitting Hard.

Yields on the 2-year note suggest the Federal Reserve won’t be cutting rates for a very long time.

3 minute read

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