If interest rates rise, do bank stocks rise too? The 'three differences' to consider from the Bank of Japan report
I would prefer mortgage interest rates not to rise if possible. But would that be a tailwind for bank stocks?
Even with the same interest rate news, what you care about differs between household finances and investment targets. Moreover, within banks, there are factors like income from lending, interest paid to depositors,
Read MoreThe U.S. Added Just 29,000 Jobs in September. Leaving Work at 63 Could Leave Weaker Years in His Social Security Calculation
Quick Read
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Social Security calculates benefits from 35 highest earning years, so stopping work at 63 can permanently lock in weaker early-career years.
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Replacing a $20,000 indexed year with an $80,000 earning year raises average monthly earnings by about $143, permanently boosting lifetime benefits.
Ares Management Q3 Earnings Preview: Can A $114B Secret Weapon Save The Stock on Oct. 29?
Ares Management heads into its October 29 earnings report with analyst estimates sliding for three straight months and shares sitting near a 52-week low, yet the firm is sitting on a massive pool of capital that has not started generating…
Ares Management (NYSE:ARES | ARES Price Prediction) reports third-quarter results on Thursday,
Bank of America warns of 2027 stock market risk few expect
Anyone checking their 401(k) this fall could be forgiven for thinking Wall Street has shaken off its worries.
The S&P 500 ended October 22 at 7,623.68, up 11.4% for the year and just 2.5% below its October 6 record. More recently, however, the rally has lost some steam.
» Read more about: Bank of America warns of 2027 stock market risk few expect »
Read MoreStock futures climb as traders try to recover from the S&P 500's losing week: Live updates
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Sept. 29, 2026.
Jeenah Moon | Reuters
Stock futures rose on Sunday evening as traders look toward a slew of central bank decisions this week.
The Burst
Why Stanley Druckenmiller Took a Swing at StubHub
Stanley Druckenmiller almost never buys newly public stocks, yet his Duquesne Family Office acquired 4.3 million shares of StubHub shortly after its September IPO.
When a macro investor with his track record breaks his own pattern, it usually signals that he sees something the rest of the market hasn’t priced in.
Key Points
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Druckenmiller sees StubHub as a dominant,
» Read more about: Why Stanley Druckenmiller Took a Swing at StubHub »
Read MoreThe Ivy
Is IonQ The Best Bet on the Future of Quantum?
IonQ has been one of the biggest beneficiaries of renewed excitement around next-generation computing. Shares are up roughly 3x the S&P 500 this year as investors increasingly view quantum computing as moving closer to real-world use rather than remaining a purely academic pursuit.
The key question is whether IonQ’s rally reflects genuine long-term potential,
» Read more about: Is IonQ The Best Bet on the Future of Quantum? »
Read MoreThe Spotlight
Billionaire Dumps Popular AI Stock
In the second quarter, billionaire Steven Cohen exited its entire position in SoundHound AI, a company once touted as one of the purest ways to invest in voice-driven artificial intelligence.
The move came after SoundHound’s stock had surged more than 3x in a year as investors piled into anything labeled “AI.”
So why would one of Wall Street’s most sophisticated investors bail out just as the hype peaked?