Gunjan Banerji

New York

Markets and Money Reporter at The Wall Street Journal

Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected] On instagram @gunjansb. Views are my own.

Articles

米国株への楽観度、支持政党別の差最大に

1 week ago | jp.wsj.com | Gunjan Banerji

ウォール街には「ポートフォリオに政治的な思惑を持ち込むのは賢明ではない」という格言がある。しかし米国人は、まさにそうした行動を取る傾向を強めている。　ギャラップ社が今春実施した世論調査で、民主党支持者の中でその後の6カ月間に株価が下落すると予想した人の割合は、同様の予想をした共和党支持者の割合を59ポイント上回った。同じ期間に株価が上昇すると予想した共和党支持者の割合は、民主党支持者の割合を47ポイント上回った。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Red vs. Blue Is Dividing Stock Portfolios Like Never Before

1 week ago | wsj.com | Gunjan Banerji

An adage on Wall Street holds that it is unwise to play politics with your portfolio. Americans are increasingly doing just that. A Gallup poll this spring showed that Democrats who expected stocks to tumble over the next six months exceeded Republicans by 59 percentage points. Republicans expecting stocks to climb over that period topped Democrats by 47 percentage points.
Podcast: Is Investing in Treasury Bonds Still Low Risk?

1 week ago | wsj.com | Gunjan Banerji

What should investors take away from the Treasury market’s recent moves? Long-term bond yields have risen, raising concerns U.S. or international investors are backing away from assets usually considered risk-free. Meghan Swiber, senior U.S. rates strategist at BofA Securities, joins us to discuss the trends and policies affecting the world's largest bond market.
Faint Stock Returns Are Possible in Near Term, Some Traders Say

2 weeks ago | wsj.com | Gunjan Banerji

Stocks initially rose after the latest monthly report on consumer prices and then ended lower. Some traders said that after a big stock-market rally since President Trump announced a pause on tariffs, returns might be more muted in coming weeks. The S&P 500 lost 0.3% on Wednesday. The Dow Jones Industrial Average lost 1 point and was unchanged on a percentage basis. The tech-heavy Nasdaq Composite shed 0.5%. Read more:
Investors Are Piling Into the Market, Driving Big Stock Rebound

2 weeks ago | wsj.com | Gunjan Banerji

The end of American Exceptionalism? Not so fast. At least, that’s the thinking among many investors who have piled into stocks recently. Bank of America’s private clients have bought stocks for 25 of the past 26 weeks, a stretch that is a record for the firm. The heavy buying shows that many investors have jumped into the market turmoil of the past two months to bet big on U.S. stocks, positioning for the volatility to ease. So far, it has.
Bonds Rally, Stocks Slip After Inflation Data

2 weeks ago | wsj.com | Gunjan Banerji

Bond investors liked the latest read on inflation. Government bonds staged a big rally after the latest monthly report on consumer prices, dragging the yield on 10-year Treasury notes down to 4.413% in recent trading, from 4.472% the prior session. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Stock Futures Jump After Inflation Report

2 weeks ago | wsj.com | Gunjan Banerji

Futures tied to the S&P 500 and Dow Jones Industrial Average reversed direction to rise after the latest monthly inflation report. Consumer prices were up 2.4% in May from a year earlier, the Labor Department said Wednesday, hotter than April's gain of 2.3% but in line with what economists had expected. Bonds rallied. The yield on the 10-year Treasury note fell to 4.45% in early trading, from 4.472% the prior session.
Lawmakers Traded Stocks Heavily as Trump Rolled Out ‘Liberation Day’ Tariffs

2 weeks ago | wsj.com | Katy Stech Ferek |Jack Gillum |James Benedict |Gunjan Banerji

Trades reported by House lawmakers or their families Note: These include trades made by a financial manager Source: WSJ analysis of federal disclosure data Trades reported by House lawmakers or their families Note: These include trades made by a financial manager Source: WSJ analysis of federal disclosure data Trades reported by House lawmakers or their families Note: These include trades made by a financial manager Source: WSJ analysis of federal disclosure data Trades reported by House...
Podcast: Why Rare Earth Magnets Are Central to China Trade Talks

2 weeks ago | wsj.com | Gunjan Banerji

On the latest WSJ’s Take On the Week, we look at why rare-earth magnets are at the center of U.S. trade talks with China. We also take a look at inflation ahead of this week’s consumer-price index report, and speak with Moody's Analytics Chief Economist Mark Zandi about recessions fears and how politics shape the economy.
What Recession Fears? Stocks Are Up Again

2 weeks ago | wsj.com | Gunjan Banerji

The S&P 500 and the Dow Industrials notch gains after the latest batch of economic data left investors feeling better about the outlookU.S. stocks and government-bond yields jumped after the monthly jobs report eased fears about a recession around the corner. Following weeks of uncertainty about tariffs and their impact on businesses across the U.S., many investors breathed a sigh of relief after the report, which showed the economy added a better-than-expected 139,000 jobs last month.