TOPIC

US News & Analysis

Netflix’s new growth targets look tough and may already be priced in
Stocks
Netflix’s new growth targets look tough and may already be priced in
Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.
Matthew Dolgin, CFA | 16 April 2025
Chart of the week: What do Trump’s tariffs mean for the Australian economy?
Markets
Chart of the week: What do Trump’s tariffs mean for the Australian economy?
Tariffs on China are in place and growing.
Simonelle Mody | 09 April 2025
Young & Invested: What to do when the market crashes
Personal Finance
Young & Invested: What to do when the market crashes
Worried about your investment portfolio? Here’s what you can do next.
Simonelle Mody | 09 April 2025
Chart of the week: Tariffs - our forecast for US GDP growth
Markets
Chart of the week: Tariffs - our forecast for US GDP growth
Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.
Shani Jayamanne | 20 March 2025
Is it time to buy the Magnificent Seven?
Stocks
Is it time to buy the Magnificent Seven?
After the recent selloff, the bull market’s most in-demand stocks look much cheaper.
Sarah Hansen | 12 March 2025
The best ETF for US exposure: VTS vs IVV
ETFs
The best ETF for US exposure: VTS vs IVV
Tap into the growth of the US market through ETFs. 
Simonelle Mody | 17 February 2025
After earnings is Apple stock a buy, sell or fairly valued?
Stocks
After earnings is Apple stock a buy, sell or fairly valued?
Our thoughts on Apple's stock amid slowing iPhone sales but high services revenue.
11 February 2025
AI stock rout: The US selloff in 4 charts
Stocks
AI stock rout: The US selloff in 4 charts
Worries about Western AI dominance permeated the markets, with Nvidia stock plunging 17% alongside other chipmakers, utilities, and more.
Sarah Hansen | 28 January 2025
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