Barron's Live What to Watch in the Markets this Week
11 snips
May 19, 2025 Ben Levisohn, Deputy Editor at Barron's, brings keen insights into the current financial landscape. He discusses the recent downgrade of the U.S. credit rating and its market implications. The conversation shifts to retail stocks, dissecting a major company's earnings challenges and recovery potential. Levisohn also analyzes Snowflake and Intuit's earnings prospects, highlighting volatility and optimism. Additionally, he touches on international investment opportunities, urging investors to diversify beyond U.S. stocks.
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Moody's U.S. Downgrade Is Late
- Moody's U.S. credit rating downgrade is long overdue, following S&P and Fitch's previous actions.
- The market reacted mildly, signaling awareness but less panic compared to the past.
Bond Yields and Stocks Rising Together
- Rising bond yields alongside rising stocks show a new dynamic after a 40-year bond bull market.
- Investors watch if growth or inflation fears dominate to predict future bond yield movements.
Tariff Withdrawal Averted Recession
- Trump's tariff retreat likely prevented an immediate recession.
- Business confidence and spending habits will determine if growth resumes or a self-fulfilling downturn emerges.