Opening Bell Daily: Newsletter Archives

Trump’s trade war is dragging the dollar and spooking foreign investors

A weaker US dollar forces foreign investors to rethink their exposure to US stocks.

Apr 22, 2025

Crisis-level volatility hasn't shaken the stock market's optimism

The VIX hovers at extreme levels but forward earnings have remained resilient.

Apr 21, 2025

A top investment chief is betting this iconic industrial stock can jump 48% by 2026

Veteran investment manager Dan Bustamante's best idea for 2025.

Apr 20, 2025

Tariffs are so uncertain that economic data barely matters to the stock market

Wall Street responds to tariff updates more than labor market stability.

Apr 18, 2025

Nvidia is turning into a litmus test for global economic stability

Chip stocks fell because the trade war is heating up, not because the AI outlook is cooling down.

Apr 17, 2025

Jamie Dimon isn't wasting his time on recession forecasts

The JPMorgan chief says geopolitical fracturing is a greater risk than a downturn.

Apr 16, 2025

Why tariff-fueled inflation fears could be overblown

Global deflationary forces could instead drag prices as well as growth.

Apr 15, 2025

Tech investors shouldn't celebrate Trump's tariff pause just yet

Chips and other tech products are moving from a trade war focus to national security.

Apr 14, 2025

A $31 billion portfolio manager sees this small-cap aerospace stock doubling in 2026

Investment veteran Tony Bancroft's best idea for 2025.

Apr 13, 2025

Trump's tariffs shroud the earnings outlook for investors

S&P 500 companies are pulling back on forward guidance for the year.

Apr 11, 2025

Trump pushed the Nasdaq to its best day since 2001 while leaving China on a tariff island

The president announced a 90-day pause on tariffs but raised China's to 125%.

Apr 10, 2025

Trump's 104% tariff on China pushes markets toward more uncertainty

The S&P 500 is off to one of its worst starts to a year in history.

Apr 9, 2025