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US PRESIDENT News & Analysis

The case for and against US stock market exceptionalism
Personal Finance
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...
Duncan Lamont | 23 January 2025
US markets are priced to perfection, but will it last?
Markets
US markets are priced to perfection, but will it last?
In a stretched market, positioning is increasingly important.
David Sekera, CFA | 11 January 2025
ASX players that might thrive under a Trump administration
Stocks
ASX players that might thrive under a Trump administration
Recent election results have sent US markets into a record-high rally however implications remain mixed for the Australian share market. See our top...
Simonelle Mody | 14 November 2024
Stock investors have already won the US election
Personal Finance
Stock investors have already won the US election
No matter who is president, equities ride a favorable tide.
John Rekenthaler | 17 June 2024
The ultimate buy and hold portfolio
Stocks
The ultimate buy and hold portfolio
Would stashing away 1986′s stock-market leaders have been a sound investment strategy?
John Rekenthaler | 24 May 2023
Should investors worry about the US debt-ceiling drama?
Markets
Should investors worry about the US debt-ceiling drama?
US President Joe Biden has postponed his trip to Australia over as the debt ceiling deadlines draw nearer. But what is it, and why does it matter for...
Danny Noonan | 16 May 2023
What Apple’s cash ‘problem’ means for its investors
Stocks
What Apple’s cash ‘problem’ means for its investors
Apple has a problem that most of us would love: It has too much cash.
Sandy Ward | 11 May 2023
Old emperor, new groove: What’s going on at Disney?
Stocks
Old emperor, new groove: What’s going on at Disney?
Bob Iger, who ran Disney for 15 years and enriched shareholders in the process, is back at the helm after the ousting of Bob Chapek.
James Gard | 23 November 2022
Recession or not, there will be pain
Markets
Recession or not, there will be pain
Investors and stock strategists are braced for a different kind of slump, but a slump nonetheless.
Sandy Ward | 05 September 2022
Inflation shock; Rate hike odds run hot; FAANGs report: What we learned this week
Stocks
Inflation shock; Rate hike odds run hot; FAANGs report: What we learned this week
Musk turns from Tesla as he seals the deal on Twitter.
Nicola Chand | 29 April 2022