us stocks

Latest news and analysis on us stocks

Macro

Why Wednesday is D-day for investors

The US Fed has a monumental interest rate decision to make. Will it be a slap in the face or shot in the arm for markets?
Tom Stelzer
Livewire Markets
Equities

Who’s in the driver’s seat: The US government or US corporates?

We break down the key US equity drivers into two camps: short-term and long-term drivers.
Tom Wickenden
Betashares
Equities

A lack of euphoria doesn't mean this isn't the top

Market crashes are easy to call in hindsight and post-hoc rationalisations will always find a catalyst.
Tom Stelzer
Livewire Markets
Equities

Buy the dip! Bull market in US stocks has more to run – Citi

Markets will climb several walls of worry, but ultimately will benefit from a strengthening earnings outlook, suggests major broker Citi.
+5
Carl Capolingua
Livewire Markets
Equities

Trump's Big Beautiful Bill set to slug Australian stock investors with tax hikes

Tax rates on dividends could jump 5% and 5% thereafter annually, with capital gains taxes also set to rise.
Tom Richardson
Livewire Markets
Asset Allocation

Warning: Professional investors just turned the most bearish on shares in 30 years

The latest Bank of America survey shows a broad consensus among professionals that US stocks and the greenback could keep falling.
ASX
Tom Richardson
Livewire Markets
Equities

NOT how markets are supposed to work! Welcome to Trump’s “new normal” investors

Markets can’t do their work when policy decisions critical to the global economy, and therefore the pricing of risk, are made on the fly.
BHP
+6
Carl Capolingua
Livewire Markets
Equities

Why Trump's tariffs mean US equities will underperform, traders eye Europe

Investors are dumping US stocks and looking for alternatives like gold and European equities, but will this trade extend into 2025?
AL3
ASB
DRO
Tom Richardson
Livewire Markets
Equities

Is the ASX 200 about to crash? Lessons from 50 years of stock market crashes and calamities

The next stock market crash and bear market may have already started. This is how you can tell, and therefore protect your portfolio.
BHP
Carl Capolingua
Livewire Markets
Equities

Has the "Trump Trade" become the "Trump Trap"?

Markets are now lower than when Trump was elected as investors grow weary of uncertainty. Has the Trump Trade become the Trump Trap?
+3
Mark Gardner
MPC Markets
Equities

How much higher can the US stock market go in 2025?

US stocks just logged a second year of +20% returns. Times have never been so good for investors. Can it continue? We investigate!
+5
Carl Capolingua
Livewire Markets
Equities

Where to now for US stocks: Recession, Magnificent 7, Presidential Election

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.
+5
Carl Capolingua
Livewire Markets
Rapid Fire

No flashy screens or sell-side research: How this investor cuts through the noise

...and keeps to investing's golden rule: let quality compounding do the work for you.
Hans Lee
Livewire Markets
Reporting Season

NVIDIA made US$30 billion in revenue last quarter - but this analyst isn't buying

The optimists have been left disappointed by a revenue forecast that doesn't stack up to its track record.
WGB
+3
Hans Lee
Livewire Markets
Equities

What we learned from our recent trip to America (Part 2)

In Part 2 of this series, we discuss how the economic and political situation is filtering through to companies.
+3
Sarah Shaw
4D Infrastructure
The Pitch

Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)

In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.
+5
Hans Lee
Livewire Markets
The Pitch

Is the US equity market overvalued?

You'll find out in this episode of The Pitch, featuring Wilsons Advisory's David Cassidy.
+1
Ally Selby
Livewire Markets
Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Education

Who has been buying what (both here and in the US)?

Livewire has teamed up with Stake to bring you insights into the activity of Australian investors.
BHP
+32
Chris Conway
Livewire Markets
Equities

Outperformance. All companies try, but few achieve it

New research indicates there are 5 pathways common to the few that shoot the lights out of total shareholder return over a 10 year period
+2
Kym Sheehan
Livewire Markets
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