Brian Evans
@briansyndicates.bsky.social
- Investing trends reporter @CNBC Pro - Distraught Yankees fan and music junkie - Signal: briansyndicates.5150
Reposted by Brian Evans
The S&P 500 rose to a new record on Friday, the culmination of an improbable turnaround for U.S. stocks this year as they overcame trade turmoil and geopolitics to reclaim the record set in February.
www.cnbc.com/2025/06/26/s...
www.cnbc.com/2025/06/26/s...
S&P 500 rises to new record on trade deal hopes, capping remarkable comeback from April lows: Live updates
Friday's gain was driven by hopes trade deals with China and other countries were coming soon.
www.cnbc.com
June 27, 2025 at 2:06 PM
The S&P 500 rose to a new record on Friday, the culmination of an improbable turnaround for U.S. stocks this year as they overcame trade turmoil and geopolitics to reclaim the record set in February.
www.cnbc.com/2025/06/26/s...
www.cnbc.com/2025/06/26/s...
Little surprise that Senate Republicans are looking to fully phase out solar and wind incentives, but quite the move for solar stocks this morning
www.cnbc.com/2025/06/17/s...
www.cnbc.com/2025/06/17/s...
Solar stocks plummet as Senate version of Trump's tax bill cuts renewable energy incentives
The Senate version of the bill seeks to fully phase out the incentives by 2028.
www.cnbc.com
June 17, 2025 at 11:37 AM
Little surprise that Senate Republicans are looking to fully phase out solar and wind incentives, but quite the move for solar stocks this morning
www.cnbc.com/2025/06/17/s...
www.cnbc.com/2025/06/17/s...
It’s becoming more common for analysts on Wall Street to cite Apple’s delayed AI rollout as a reason to be cautious on the stock. This is the second story I’ve written in the span of a week which cites this as a potential headwind.
The bottom line: it’s not just the tariffs.
The bottom line: it’s not just the tariffs.
Bank of America cuts Apple price target on tariff hit, delayed AI rollout
Apple has also delayed the rollout of Apple Intelligence, its take on AI, several times since 2024.
www.cnbc.com
April 24, 2025 at 2:31 PM
It’s becoming more common for analysts on Wall Street to cite Apple’s delayed AI rollout as a reason to be cautious on the stock. This is the second story I’ve written in the span of a week which cites this as a potential headwind.
The bottom line: it’s not just the tariffs.
The bottom line: it’s not just the tariffs.
“We see elevated risk to volume from tariffs and the elimination of the de minimis exemption,” Wells Fargo analyst Christian Wetherbee wrote in a Tuesday note. “Both FedEx and UPS also face execution risk as they adjust their networks.”
www.cnbc.com/2025/04/22/w...
www.cnbc.com/2025/04/22/w...
Wells Fargo downgrades UPS, says tariffs to hit shipping volume
Wells Fargo's forecast now implies 1.8% upside from Monday's $96.25 close. Shares of UPS have pulled back nearly 24% in 2025.
www.cnbc.com
April 22, 2025 at 12:34 PM
“We see elevated risk to volume from tariffs and the elimination of the de minimis exemption,” Wells Fargo analyst Christian Wetherbee wrote in a Tuesday note. “Both FedEx and UPS also face execution risk as they adjust their networks.”
www.cnbc.com/2025/04/22/w...
www.cnbc.com/2025/04/22/w...
“The case for adding gold allocations has become more compelling than ever in this environment of escalating tariff uncertainty, weaker growth, higher inflation and lingering geopolitical risks,” UBS analyst Joni Teves
UBS raises gold forecast after bullion's big week: 'Room for gold to run higher'
Gold hit a fresh record on Friday, surpassing the $3,200 level, as investors continue to seek safety amid President Donald Trump's escalating trade war.
www.cnbc.com
April 11, 2025 at 3:53 PM
“The case for adding gold allocations has become more compelling than ever in this environment of escalating tariff uncertainty, weaker growth, higher inflation and lingering geopolitical risks,” UBS analyst Joni Teves
Reposted by Brian Evans
Here’s this week’s Better Offline monologue. I walk you through the precarious nature of OpenAI's non-profit status - and how a petition to the California Attorney general is an existential threat to the company.
podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
Monologue: OpenAI's Non-Profit Problem
Podcast Episode · Better Offline · 04/11/2025 · 8m
podcasts.apple.com
April 11, 2025 at 4:28 AM
Here’s this week’s Better Offline monologue. I walk you through the precarious nature of OpenAI's non-profit status - and how a petition to the California Attorney general is an existential threat to the company.
podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
Worry is lingering on Wall Street, even after President Donald Trump paused some of his wide-ranging tariffs.
April 10, 2025 at 4:50 PM
Worry is lingering on Wall Street, even after President Donald Trump paused some of his wide-ranging tariffs.
Canaccord Genuity mapped out how the firm thinks the tariff uncertainty will play out for markets, and described four key scenarios. For context, the firm posits that the S&P 500′s next key support level is roughly 4,950, reflecting a decline of about 2.4% from Friday’s close.
Four scenarios on where the tariff situation and markets go from here by Canaccord Genuity
Investors hold on to hope that President Trump will come to a deal to soothe macroeconomic worry. So far, no deal with any country has been struck.
www.cnbc.com
April 8, 2025 at 11:41 AM
Canaccord Genuity mapped out how the firm thinks the tariff uncertainty will play out for markets, and described four key scenarios. For context, the firm posits that the S&P 500′s next key support level is roughly 4,950, reflecting a decline of about 2.4% from Friday’s close.
Here's a tally of the stock market damage:
The Dow Jones Industrial Average
dropped 2,063 points, or 5.1% on Friday, its biggest decline since June 2020 during the pandemic. This follows a 1,679 point decline on Thursday and brings the drawdown from its record to 14%.
The Dow Jones Industrial Average
dropped 2,063 points, or 5.1% on Friday, its biggest decline since June 2020 during the pandemic. This follows a 1,679 point decline on Thursday and brings the drawdown from its record to 14%.
April 4, 2025 at 7:01 PM
Here's a tally of the stock market damage:
The Dow Jones Industrial Average
dropped 2,063 points, or 5.1% on Friday, its biggest decline since June 2020 during the pandemic. This follows a 1,679 point decline on Thursday and brings the drawdown from its record to 14%.
The Dow Jones Industrial Average
dropped 2,063 points, or 5.1% on Friday, its biggest decline since June 2020 during the pandemic. This follows a 1,679 point decline on Thursday and brings the drawdown from its record to 14%.
The jobs report for March gave a mixed picture of the U.S. economy.
Payrolls increased by 228,000 last month, while economists polled by Dow Jones forecast an increase of 140,000. The unemployment rate inched up to 4.2%, compared to estimates that called for the figure to hold steady at 4.1%.
Payrolls increased by 228,000 last month, while economists polled by Dow Jones forecast an increase of 140,000. The unemployment rate inched up to 4.2%, compared to estimates that called for the figure to hold steady at 4.1%.
April 4, 2025 at 12:59 PM
The jobs report for March gave a mixed picture of the U.S. economy.
Payrolls increased by 228,000 last month, while economists polled by Dow Jones forecast an increase of 140,000. The unemployment rate inched up to 4.2%, compared to estimates that called for the figure to hold steady at 4.1%.
Payrolls increased by 228,000 last month, while economists polled by Dow Jones forecast an increase of 140,000. The unemployment rate inched up to 4.2%, compared to estimates that called for the figure to hold steady at 4.1%.
Even more fear spreading across markets this morning.
China retaliated with new tariffs on U.S. goods, raising fears a trade war will tip the globe into a recession.
China retaliated with new tariffs on U.S. goods, raising fears a trade war will tip the globe into a recession.
Dow futures tumble a second day, losing 1,400 points after China retaliates to Trump tariffs: Live updates
The three major indexes are on track to end the week down after Thursday's steep drop.
www.cnbc.com
April 4, 2025 at 11:49 AM
Even more fear spreading across markets this morning.
China retaliated with new tariffs on U.S. goods, raising fears a trade war will tip the globe into a recession.
China retaliated with new tariffs on U.S. goods, raising fears a trade war will tip the globe into a recession.
Reposted by Brian Evans
Anyone else get a phone call today?
April 3, 2025 at 5:05 PM
Anyone else get a phone call today?
Trump's post-election market gain is nearly gone.
Thursday's market moves have sent the S&P 500 to its lowest level since before Trump's election win in November, and also erased nearly $2 trillion from the index.
Thursday's market moves have sent the S&P 500 to its lowest level since before Trump's election win in November, and also erased nearly $2 trillion from the index.
April 3, 2025 at 7:21 PM
Trump's post-election market gain is nearly gone.
Thursday's market moves have sent the S&P 500 to its lowest level since before Trump's election win in November, and also erased nearly $2 trillion from the index.
Thursday's market moves have sent the S&P 500 to its lowest level since before Trump's election win in November, and also erased nearly $2 trillion from the index.
Because it’s wreckable, alright? I took another look at it, and I changed my mind.
Dow futures tumble 1,200 points on fear Trump's tariffs will spark trade war
www.cnbc.com/2025/04/02/s...
Dow futures tumble 1,200 points on fear Trump's tariffs will spark trade war
www.cnbc.com/2025/04/02/s...
Dow futures tumble 1,200 points on fear Trump's tariffs will spark trade war: Live updates
Wednesday saw further volatility roil markets as tensions ran high ahead of Trump's announcement, but stocks ultimately ended the session in the green.
www.cnbc.com
April 3, 2025 at 12:41 PM
Because it’s wreckable, alright? I took another look at it, and I changed my mind.
Dow futures tumble 1,200 points on fear Trump's tariffs will spark trade war
www.cnbc.com/2025/04/02/s...
Dow futures tumble 1,200 points on fear Trump's tariffs will spark trade war
www.cnbc.com/2025/04/02/s...
Trump’s rhetoric as April 2 approaches has culminated in a renewed sense of worry that the tariffs will spark a recession.
Monday’s moves are a stark reversal in what could have been a promising uptrend in the middle of March, when the S&P 500 came out of correction territory.
Monday’s moves are a stark reversal in what could have been a promising uptrend in the middle of March, when the S&P 500 came out of correction territory.
March 31, 2025 at 3:48 PM
Trump’s rhetoric as April 2 approaches has culminated in a renewed sense of worry that the tariffs will spark a recession.
Monday’s moves are a stark reversal in what could have been a promising uptrend in the middle of March, when the S&P 500 came out of correction territory.
Monday’s moves are a stark reversal in what could have been a promising uptrend in the middle of March, when the S&P 500 came out of correction territory.
If you need a friend, get a dog. It's trench warfare out there, pal.
S&P 500 slides to lowest level since September as stocks sell off before tariff rollout www.cnbc.com/2025/03/30/s...
S&P 500 slides to lowest level since September as stocks sell off before tariff rollout www.cnbc.com/2025/03/30/s...
S&P 500 slides to lowest level since September as stocks sell off before tariff rollout: Live updates
Traders awaited "Liberation Day" on Wednesday, when the Trump administration's tariffs are scheduled to go into effect.
www.cnbc.com
March 31, 2025 at 2:16 PM
If you need a friend, get a dog. It's trench warfare out there, pal.
S&P 500 slides to lowest level since September as stocks sell off before tariff rollout www.cnbc.com/2025/03/30/s...
S&P 500 slides to lowest level since September as stocks sell off before tariff rollout www.cnbc.com/2025/03/30/s...
Shares of General Motors pulled back 7% in extended trading following Trump’s remarks, while Ford stock was 5% lower. Tesla stock gained about 1%.
Live: Stock futures fall as investors weigh Trump's auto tariffs: Live updates www.cnbc.com/2025/03/26/s...
Live: Stock futures fall as investors weigh Trump's auto tariffs: Live updates www.cnbc.com/2025/03/26/s...
Stock futures fall as investors weigh Trump's auto tariffs: Live updates
Stocks are clinging to marginal gains this week.
www.cnbc.com
March 26, 2025 at 10:28 PM
Shares of General Motors pulled back 7% in extended trading following Trump’s remarks, while Ford stock was 5% lower. Tesla stock gained about 1%.
Live: Stock futures fall as investors weigh Trump's auto tariffs: Live updates www.cnbc.com/2025/03/26/s...
Live: Stock futures fall as investors weigh Trump's auto tariffs: Live updates www.cnbc.com/2025/03/26/s...
Bernstein narrowed its list of recession-resistant e-commerce stocks on Tuesday to Amazon, Costco and Walmart.
Impeccable timing - the note and story was followed by another weaker-than-expected consumer confidence number.
www.cnbc.com/2025/03/25/t...
Impeccable timing - the note and story was followed by another weaker-than-expected consumer confidence number.
www.cnbc.com/2025/03/25/t...
These retailers can ride out a recession best because of 'membership lock-in,' says Bernstein
Bernstein's view comes amid weaker-than-expected consumer confidence data reported on Tuesday.
www.cnbc.com
March 25, 2025 at 3:45 PM
Bernstein narrowed its list of recession-resistant e-commerce stocks on Tuesday to Amazon, Costco and Walmart.
Impeccable timing - the note and story was followed by another weaker-than-expected consumer confidence number.
www.cnbc.com/2025/03/25/t...
Impeccable timing - the note and story was followed by another weaker-than-expected consumer confidence number.
www.cnbc.com/2025/03/25/t...
Stock futures are higher on Sunday, following a Wall Street Journal report that the April 2 tariffs are expected to be more narrow in scope and will likely exclude some industry-specific duties, citing an administration official.
www.cnbc.com/2025/03/23/s...
www.cnbc.com/2025/03/23/s...
Stock futures rise as S&P 500 looks for a second winning week: Live updates
Investors remain jittery over a potential slowdown in U.S. economic growth, as President Donald Trump's April 2 start date for reciprocal tariffs approaches.
www.cnbc.com
March 23, 2025 at 10:32 PM
Stock futures are higher on Sunday, following a Wall Street Journal report that the April 2 tariffs are expected to be more narrow in scope and will likely exclude some industry-specific duties, citing an administration official.
www.cnbc.com/2025/03/23/s...
www.cnbc.com/2025/03/23/s...
Why “make volatility great again” isn’t working for the typical investor
This low-volatility ETF is having its moment this year, topping the S&P 500 www.cnbc.com/2025/03/19/t...
This low-volatility ETF is having its moment this year, topping the S&P 500 www.cnbc.com/2025/03/19/t...
This low-volatility ETF is having its moment this year, topping the S&P 500
The ETF has advanced nearly 5% in 2025.
www.cnbc.com
March 20, 2025 at 2:40 AM
Why “make volatility great again” isn’t working for the typical investor
This low-volatility ETF is having its moment this year, topping the S&P 500 www.cnbc.com/2025/03/19/t...
This low-volatility ETF is having its moment this year, topping the S&P 500 www.cnbc.com/2025/03/19/t...
HSBC downgraded U.S. stocks to neutral in a Monday note and upgraded European equities.
Global equity strategist Alastair Pinder noted that catalysts including tariffs and a changing view on NATO allies from President Donald Trump are stoking market volatility.
www.cnbc.com/2025/03/10/h...
Global equity strategist Alastair Pinder noted that catalysts including tariffs and a changing view on NATO allies from President Donald Trump are stoking market volatility.
www.cnbc.com/2025/03/10/h...
HSBC upgrades European stocks, downgrades U.S. as it rethinks Trump optimism
Equities have slid in recent weeks given Trump's tariffs on Canada, China and Mexico, which have been key drivers for worry over economic growth.
www.cnbc.com
March 10, 2025 at 2:31 PM
HSBC downgraded U.S. stocks to neutral in a Monday note and upgraded European equities.
Global equity strategist Alastair Pinder noted that catalysts including tariffs and a changing view on NATO allies from President Donald Trump are stoking market volatility.
www.cnbc.com/2025/03/10/h...
Global equity strategist Alastair Pinder noted that catalysts including tariffs and a changing view on NATO allies from President Donald Trump are stoking market volatility.
www.cnbc.com/2025/03/10/h...