The US stockmarket has already priced in Donald Trump’s fiscal stimulus plans. But he’s going to have trouble delivering, says John Stepek. And that could send stocks tumbling.
Articles written by John Stepek
More than 1,000 hedge funds shut down last year – the most since the financial crisis. There are now fewer funds around than at any time since 2013. What’s going on?
President Donald Trump has stuck his party with a take it or leave it ultimatum over his healthcare reforms. The outcome, says John Stepek, could have serious consequences for investors.
John Stepek compares forward to trailing price/earnings ratios to see which is best for valuing shares.
It’s tempting to ignore the populism sweeping the West. But it could seriously damage your investments. John Stepek explains why, and how to adjust your strategy to cope.
Driven by record amounts of money pouring in to exchange-traded funds, markets are starting to feel a little overheated, says John Stepek. Are we nearing the top?
There’s a lot of talk at the moment about a snap general election before spring is out. John Stepek looks at what that would mean for investors.
There are clouds gathering over the bond market, says John Stepek. For such a “risk-free” investment, there could be a painful landing.
The Federal Reserve has raised US interest rates, but the “real” rate remains negative once inflation is factored in. John Stepek explains how it affects you.
Successful hedge fund manager Hugh Hendry is taking out insurance against Marine Le Pen winning the French presidential election. John Stepek explains why, and what it tells us.