Q: 2025 financial market forecasts and potential surprises?
Q: What does the current December movement in U.S. T-Bills tell investors about potential Federal Reserve announcements?
Q: What could the recent big move in the Texas bank stocks tell investors about the commercial real estate market for 2025?
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Headline Round Up
*Elon Musk Becomes First Person to Top $400 Billion Net Worth.
*Texas Stock Exchange to Open Temporary Headquarters in Knox Henderson Area This Spring Until Texas Market Center Opens.
*European Central Bank Cuts Interest Rates for a Third Time Since June!
*High Yield Bond Shortage? Net Sales of U.S. High Yield Debt is Near Lowest Since 2010.
*Exxon Mobil Targets 10% Annual Earnings Growth Through 2030.
*Energy Investors Shifting to Natural Gas from Oil Stocks for Future Energy Gains.
*Sempra CEO, Jeffrey Martin, with CNBC’s Jim Kramer is Bullish on Utilities in General, but Believes Electricity Investment is “the Critical Success Factor” to Keep U.S. Competitive Advantage in Technology & Innovation.
*Oil and Gas Industry Wish List/To Do List and Incoming Administration Setting Up New National Energy Council.
*Elon Musk and Google’s Sundar Pichai Love Solar!
*OilPrice.com Predict Natural Gas Prices Set to Surge in 2025?
*GE Vernova, Inc. to Power 5-Gigawatt Data Centers with Natural Gas Powered Turbines.
*Oracle Parties Like It Did in 1999 with 66% Gain After Smackdown this Week.
*Rich Chicago Residents Losing Big on High End Residences & Looking for Someone to Blame?
*New York’s Biggest Office Landlord Reporting Leases in 2024 More than Double Forecast.
*Speculative Frenzy? SpaceX Rival Rocket Lab USA, Inc. Soars 340% on a Clutch of Successful Rocket Launches & Investor Optimism on Pro-Space Policies of New Administration. Losing money & now worth 25X sales?
*Alphabet Google Spikes 6% with Willow Quantum Chip Announcement.
*Citigroup Forecasts Baseline Case for 6500 S&P for 2025 with Range Possible Between a Bear Case for 5100 & a Bull Case for 6900 (Just in Case)!
Skid Row
*What the PDF? Adobe Skids Into a Ditch, But Goldman Sachs Reiterates a Buy?
*Oops: GM Scraps Cruise Robotaxi After Spending 10 Years and Nearly $10 Billion in Effort.
*Walgreen’s Discussing Sycamore Private Equity Buyout After Falling from over a $100 Billion in 2015 to $7.5 Billion as of Monday.
Chicago Board Options Exchange Short-Term Interest Rate Index (12/31/2023 – 12/13/2024)
– Courtesy of Bloomberg LP
Dow Jones Industrial Average Index – Weekly (12/31/2023 – 12/13/2024)
– Courtesy of Bloomberg LP
Texas Capital Bancshares, Inc. – Weekly (12/31/2023 – 12/13/2024)
– Courtesy of Bloomberg LP
Comerica, Inc. – Weekly (12/31/2023 – 12/13/2024)
– Courtesy of Bloomberg LP
Cullen/Frost Bankers, Inc. – Weekly (12/31/2023 – 12/13/2024)
– Courtesy of Bloomberg LP
Profit Report
*2025 Equity Market Forecasts!
*Nuveen Themes:
• Credit spreads above U.S. Treasuries to drive investment returns?
• Real estate reality: Has the market already bottomed?
• Energy demand charges ahead of capacity creating infrastructure opportunities?
• Municipal investments still the borrower of choice for investors?
• Small cap companies suiting up for the big leagues?
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