Jared Blikre

In This Article US stocks ( ^DJI ^IXIC ^GSPC end the trading day in the red as Wall Street paid very close attention to Scott Bessent's Capitol Hill hearing for his nomination as the US Treasury Secretary.

As US stocks (^DJI, ^IXIC, ^GSPC) push to the upside in the last trading day of President Biden's tenure, the Nasdaq Composite soars by over 1.6% to start the session. The S&P 500 is pace to have one of its best trading weeks since the 2024 election. Morning Brief host Seana Smith highlights the positive market and sector action following the market open, while Yahoo Finance markets and data editor Jared Blikre notes the gains in the Russell 2000 small-cap index (^RUT) and trends seen in the bond market (^TYX, ^TNX, ^FVX) and US dollar (DX=F, DX-Y.NYB). To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.

In This Article Wall Street expects that President-elect Donald Trump's pro-business administration may boost returns in sectors such as

Wall Street expects that President-elect Donald Trump's pro-business administration may boost returns in sectors such as energy (XLE) and financials (XLF), but historical performance under both Trump and President Joe Biden tells a nuanced story. Yahoo Finance Market and Data Editor Jared Blikre joins Morning Brief to break down sector performances during each administration. He highlights strong tech growth under both presidents, the gains seen for industrial and financial stocks under Biden, and surprising shifts in energy which dropped under Trump but surged under Biden. Watch the video above to hear Blikre dive deeper into these themes and share his market expectations for 2025. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch

In This Article The US market averages ( ^DJI ^IXIC ^GSPC ) are seeing nothing but green as they close out Friday's session with the Nasdaq

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks In Translation, Yahoo Finance markets and data editor Jared Blikre and producer Sydnee Fried welcome Jay Woods, chief global strategist at Freedom Capital Markets. Jay analyzes the stock market's volatility during Donald Trump’s first year as president and expresses concerns about the potential impact of renewed tariffs, volatility and rising unemployment. "The first full year of the Trump administration, the least volatile stock market we've seen. We didn't have a 2% correction intraday at any point during 2017, not one pullback... I do not expect low volatility to be the theme of this (presidency)... We're worried about tariffs, which is what's going to hurt the inflation narrative at the Fed, and then we're worried about unemployment". Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. This article was written by Colin Webb.

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Benjamin Graham, author of the renowned book Intelligent Investor, once said, “Price is what you pay; value is what you get." This is a critical lesson for all investors to learn, and it is more important than ever, especially following two years of 20% + market growth. But is now the time to pivot from a growth-focused strategy to one centered on value? Thomas Hayes, chairman and managing member of Great Hill Capital, joins Stocks in Translation from the New York Stock Exchange trading floor on Wall Street, alongside Yahoo Finance Markets and Data Editor Jared Blikre and Producer Sydnee Fried as they explore the value and value stocks. Blikre introduces today’s phrase which is V.S.D.: volatility, spreads, and duration. Blikre explains that volatility measures price swings, spreads indicate the difference in yields between two bonds, and duration measures a bond's sensitivity to interest rate changes. Hayes explains how he uses V.S.D. to identify opportunities and what he sees in the current market. Hayes also shares his views on the current market: “What we're seeing in the last few weeks is exactly what we saw after Trump 1.0—after the election and before the inauguration,” says Hayes. “After the inauguration, what's surprising to most people that they forget is that bonds actually rallied, yields compressed, the dollar came down, and international stocks did exceptionally well. China had one of its best years ever in 2017 after the inauguration.” Hayes predicts that while the "Magnificent Seven" stocks will continue to see gains in 2025, following huge earnings growth last year, their growth is “decelerating down to 21%.” He adds, “So I think you're [going to] find the real opportunity in the un-Magnificent 493—in international [markets] and small caps.” Hayes also shares two stocks he believes are poised to break out in 2025, both led by new CEOs pursuing similar business strategies. The first is Advance Auto Parts (AAP), headed by new CEO Shane O’Kelly, who is revamping the company’s strategy with a target of $630 million in operating income by 2027. “They've done that four times before… 2018, 2019, and two other years,” Hayes explains. “Every single time that they hit that marker, the stock traded between $180 and $220 a share. It's a $45 stock right now.” The second is Vans, owned by VF Corporation (VFC) and led by CEO Bracken Darrell, who previously transformed Logitech into a tech accessory giant. “Somehow, this guy figured out how to brand Logitech to the gamers, and the game was on. He's doing the exact same thing. And not only does VF Corp own Vans, which has struggled—by the way, it peaked during Covid.” Hayes underscores the current market dynamics: “Value has been the cheapest relative to growth since 1980, number one, and since 2000, number two. Both of those years were generational buy opportunities to buy value.” He concludes, “If you believe we're normalizing interest rates and you don't have exposure to the 493 or some level of value, I think you're [going to] find yourself left in the dust.” Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. This post was written by John Tejada.

In This Article The Dow Jones Industrial Average ( ^DJI ) leads the charge for stock gains, rising by over 1.2% to cap off the first trading

Blikre examines three top market developments, including gains within cryptocurrency markets and the potential reversal of traditional "Trump trades," market indicators pointing toward a possible "no landing" economic scenario.

In This Article All three of the major indexes ( ^DJI ^GSPC ^IXIC ) jumped at the open.