U.S. households are more invested in stocks than ever and it’s distorting market valuation, says JPMorgan

American households are allocating so much money to U.S. stocks that the valuation of the whole market is now dependent on their appetite, according to JPMorgan. Individual investors have become the most important holder of U.S. equities, owning around 60% of the universe, the Wall Street firm said. This record level of ownership creates a…

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Stagflation? Fed sees higher inflation and an economy growing by less than 2% this year

Federal Reserve Chairman Jerome Powell pauses while delivering remarks at a news conference following a Federal Open Market Committee (FOMC) meeting at the Federal Reserve on March 19, 2025 in Washington, DC.  Kevin Dietsch | Getty Images Federal Reserve officials slashed their economic outlook in the latest projections released Wednesday, seeing the U.S. economy growing…

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Goldman Sachs’ new downside protection ETF

Goldman Sachs’ new downside protection ETF

Goldman Sachs Asset Management is trying to serve more investors looking for downside protection from market turmoil. Bryon Lake helped the firm launch its newest buffer exchange-traded fund this month: the Goldman Sachs U.S. Large Cap Buffer 3 ETF. “I’m an investor. You’re an investor. The folks watching are investors, and there’s an incredible amount…

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One of Wall Street’s big bulls cuts S&P 500 target, blaming Trump’s tariffs

Widely-followed strategist Ed Yardeni, one of the biggest bulls on Wall Street, lowered his market forecast, saying President Donald Trump’s tariffs raise the risk of stagflation. “It has dawned on Wall Street (and us!) that President Trump’s tariffs aren’t negotiating chips to help the U.S. lower tariffs around the world, promoting free trade,” Yardeni said…

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