Whether it’s the renewed tariff tensions, the ongoing US government shutdown, or AI bubble jitters, it’s clear that global markets have been navigating uncharted waters as of late. One particular corner of the market, however, seems to be taking this volatility in stride: retail traders. Bobby Molavi, head of EMEA execution services and European primary distribution, shared the top themes he is watching into yearend, including AI debates, trade headlines, and more: http://ms.spr.ly/6042sCPSE
Retail traders thrive in volatile markets: Bobby Molavi's yearend outlook
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Markets are wrestling with uncertainty as the government shutdown drags on, consumer confidence hits historic lows, and the AI trade loses steam. Read more in this week's market update: loom.ly/j8rF6Zc
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Markets reached new highs in October. Although there were some early-to-mid-month wobbles over concerns on US-China trade talks and the future of investments into AI, both fears were eased through a one-year trade agreement and renewed enthusiasm for AI respectively. The Fed also eased rates further, despite a lack of current data due to a shutdown in the US government.
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Art Hogan, chief market strategist at B. Riley Wealth, joined Caroline Woods on TheStreet to discuss what investors needs to know as uncertainty around tariffs, earnings, and AI could shake up the stock market. ▶️ https://lnkd.in/eAH3WNrx
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We wrapped up our 4Q25 Guide to Markets Lunches this week with Kerry Craig, CFA and Myles Bradshaw. Some key discussion highlights were around: • Soft landing possible, though growth risks may remain from potential tariff changes; consumer resilience will be key • AI skepticism is adding to market risk, and current high valuations may signal expectations are elevated • Bond outlook is improving as US cash rates fall, with core bonds presenting attractive value. AU: http://spr.ly/60467Bjmu
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🎙️Time for a new episode of Tomorrow, with Allianz Research's AI Assistant Aria! 🌎Since early 2025, US tariffs have reshaped global trade flows. But they haven’t triggered a surge in US insolvencies - for now. In this episode, we look at the outlook for business insolvencies around the world in 2025-2027, and the looming risks ⚠️ from the AI boom and slow growth to tight financial conditions and fiscal discipline. Tune in here 🎧👉 https://ow.ly/LSTi50XnRFJ
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The stock market may be soaring, but Harvard economist Kenneth Rogoff warns it’s no guarantee of underlying strength. In a recent conversation with John Romeo, he pointed to risks hidden beneath the optimism — from trade policies fueling inflation to the disruptive impact of AI and unsustainable government spending. Read the full discussion here: https://owy.mn/3Wf1KIk
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🔥 Be part of the future: https://rvtv.io/3Wij3YQ 🚨 Markets brace for a potential Fed rate cut and renewed US–China trade optimism — here’s what’s happening today by my AI Avatar aka PALvatar: 📉 Investors expect the Fed to announce its first rate cut of the year as growth worries persist amid a partial US government shutdown. 🇩🇪 Germany’s consumer confidence drops again, while 🇮🇹 Italy’s sentiment improves—Europe’s divide widens. 🌏 Risk assets climb as hopes rise for progress in US–China trade talks later this week. Disclaimer: These views are generated by AI and do not represent my personal opinions. For my latest insights, check out my official videos, reports, and tweets.
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Markets just keep climbing. Tariffs, shutdowns, inflation, and Fed hesitations haven’t mattered. Our latest dashboard shows resilience that borders on complacency. Big tech and AI-driven spending are doing the heavy lifting while most investors seemed to have stopped worrying about risk altogether. A potential problem is that resilience is not stability. When one sector and one storyline carry both growth and sentiment, diversification quietly becomes a contrarian move. AI may well be a long-term driver, but in the short term it’s creating concentration and false comfort. The Fed’s “not a foregone conclusion” comment on future cuts was a reminder that policy risk isn’t gone, it’s just priced out of attention. When markets feel calm, that’s usually when they’re most exposed. Read the full dashboard here: https://lnkd.in/ghWTd7_n #Markets #Investing #BehavioralFinance #AIMarkets
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🎙️Time for a new episode of Tomorrow, with Allianz Research's AI Assistant Aria! 🌎Since early 2025, US tariffs have reshaped global trade flows. But they haven’t triggered a surge in US insolvencies - for now. This episode looks at the outlook for business insolvencies around the world in 2025-2027, and the looming risks ⚠️ from the AI boom and slow growth to tight financial conditions and fiscal discipline. Tune in here 🎧👉 https://ow.ly/sh0f30sR4oO
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