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5 days ago | 
investorplace.com | Jeff Remsburg
Let’s begin with the latest trade war chatter. This morning, President Trump floated the idea of dropping the 145% tariff on China to 80%, while also hinting at additional deals on the way. From Trump on Truth Social:80% Tariff on China seems right! Up to Scott B. Many Trade Deals in the hopper, all good (GREAT!) ones!While lower, an 80% tariff would still largely be prohibitive to trade.
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6 days ago | 
investorplace.com | Jeff Remsburg
The first trade deal is here, and Wall Street likes it. This morning, President Trump announced a “full and comprehensive” trade agreement with the U.K., announcing the news with U.K. Prime Minister Keir Starmer dialing in from London.
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1 week ago | 
investorplace.com | Jeff Remsburg
Today, members of the Federal Reserve held rates steady as was widely expected. The target fed funds rate remains at 4.25% – 4.50%. The uncertainty was what Fed Chair Jerome Powell would say in his press conference. Here’s the TLDR (“too long, didn’t read”) synopsis:We don’t know whether inflation or the labor market will deteriorate first. We’re going to wait to adjust policy until the data point us one way or the other.
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1 week ago | 
investorplace.com | Jeff Remsburg
As I write near lunch, the market appears to be holding its breath, waiting for tomorrow’s Federal Reserve policy announcement and subsequent remarks from Chairman Jerome Powell. What Powell says, or doesn’t say, will likely determine near-term market direction. We’ll report on the outcome in tomorrow’s Digest; but in the meantime, some of our analysts are already making their bull case as we look toward the summer.
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1 week ago | 
investorplace.com | Jeff Remsburg
If you’re a trader, it’s time to consider taking some profits off the table…but then also start looking for the next opportunity to buy into a rebound. That’s the broad takeaway from master trader Jeff Clark. As we’ve been profiling here in the Digest, Jeff believes we’ve begun a bear market that still has a long way to fall. He views the recent market strength as a bear-market rally that’s nearing its top.
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1 week ago | 
investorplace.com | Jeff Remsburg
This morning, the U.S. payrolls report came in stronger than expected. The U.S. economy added 177,000 jobs in April, above the expectation of 133,000 jobs. This kept the overall unemployment rate at 4.2%. Meanwhile, average hourly earnings climbed 0.2%. This was just below the 0.3% forecast. Similarly, the annual rate of 3.8% was below the 3.9% expectation. The quick takeaway is that the economy remains steady and reasonably strong.
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2 weeks ago | 
investorplace.com | Jeff Remsburg
In recent Digests, I’ve been highlighting tonight’s humanoids/robotics investment event with our technology expert, Luke Lango. If you’re still unsure about the scope of this opportunity, here’s the title of one of CNBC’s stories on Tuesday:“Morgan Stanley says humanoid robots will be a $5 trillion market by 2050. How to play it”The numbers in the article are eye-opening.
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2 weeks ago | 
investorplace.com | Jeff Remsburg
This morning brought three big pieces of macro data:The GDP reportThe Personal Consumption Expenditures price index (PCE)The ADP jobs reportDiving in, Q1 Gross Domestic Product (GDP) contracted 0.3%, down from 2.4% growth in Q4 of 2024. This was the first negative GDP since early 2022.
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2 weeks ago | 
investorplace.com | Jeff Remsburg
As we’re going to press, news is breaking that the United States has reached a trade agreement with an unspecified country. From Commerce Secretary Howard Lutnick:I have a deal done, done, done, done, but I need to wait for their prime minister and their parliament to give its approval, which I expect shortly. Given our publishing deadline, we’ll have to bring you more on this tomorrow, but the market is jumping as I write. All three major indexes are higher, led by the Dow, up 0.80%.
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2 weeks ago | 
investorplace.com | Jeff Remsburg
So… has the bottom been set? Is the trade war panic fading? Are stocks gearing up to soar into summer? We think so. So says our hypergrowth expert Luke Lango. In his Daily Notes in Early Stage Investor last Thursday and Friday, Luke profiled the enormous rally the market has enjoyed in recent days. His bottom line is simple…It’s time to get bullish on stocks again.
