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US MARKET News & Analysis

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
The 10 best US dividend stocks
Stocks
The 10 best US dividend stocks
These undervalued stocks with reliable dividends are worth considering.
Susan Dziubinski | 08 January 2025
10 best US blue-chip stocks to buy for the long term
Stocks
10 best US blue-chip stocks to buy for the long term
The stocks of these high-quality companies with large market capitalisations look undervalued today.
Margaret Giles | 05 January 2025
What next for Tesla as 2024 deliveries disappoint?
Stocks
What next for Tesla as 2024 deliveries disappoint?
Tesla shares started the year on a sour note. We think they continue to price in ambitious growth going forward.
Seth Goldstein, CFA | 03 January 2025