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❄️ Why Cold Weather Could Heat Up Energy ETFs
Plus, what readers believe will happen in the new year, and more
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It’s Friday! An Arctic blast bringing subzero temperatures to over 105 million Americans is set to impact utilities, natural gas, and retail stocks, as demand for energy and winter supplies spikes. Here’s how this deep freeze could reshape ETF opportunities for the weeks ahead. Also, learn what readers believe will be in store for 2025.
—Josh Enomoto
Plus, if you’re interested in deciphering market trends and cycles, check out today’s sponsor.
MARKET RECAP
Yesterday: Stocks dipped Thursday as retail-sales data showed a 0.4% gain in December, highlighting strong consumer spending. Financial stocks outperformed after better-than-expected earnings from major banks. Analysts remain optimistic about 2025, citing moderating inflation and resilient economic conditions.
On Our Radar: After reviewing this morning’s housing starts data, analysts will eagerly monitor how the market responds to Trump’s return to office. On the earnings front, Netflix will disclose its Q4 results on Tuesday.
TOP STORY
The polar vortex is set to bring record-breaking cold to the U.S., potentially driving up demand for natural gas and utility stocks while impacting retail foot traffic.
SPONSORED CONTENT
The stock market is poised for double-digit gains of 8% to 12% in 2025, according to the latest edition of the Stock Trader’s Almanac. The go-to guide for traders, investors and money managers – now in its 58th year – shows investors stock market cycles and trends and patterns, all laid out in a calendar format.
This handy tool has been an institution since the late 1960’s when Yale Hirsch, a veteran investor, created a way to help the average investor by organizing a slew of data points on a calendar basis. Hirsch was fascinated with stock market history, cycles and patterns and discovered early on that some days of the week and days of the month are better for stocks than others.
He later passed the torch to his son Jeffrey Hirsch who made his own accurate predictions about the performance of stocks. Ready to get your copy of the Stock Trader’s Almanac 2025? Click here.
This is a paid ad. Please see 17b disclosure here for more information.
FIVE ZINGERS
Real Talk: UnitedHealth reported its results on Thursday following a tumultuous quarter that included the murder of a company division CEO. Discover management's insights regarding soaring health care costs.
Turning Green: Safe Harbor Financial announced that it had surpassed the $25 billion mark in processed cannabis-related funds. Learn what the milestone means for the broader legal marijuana market.
Firing Back: While defense stocks incurred a correction amid a ceasefire agreement between Israel and Hamas, the sector shot back up again on Thursday. Read about the geopolitical catalysts still underlying this industry.
Sand Trap: Semiconductor stocks encountered weakness with the Biden administration reportedly considering a new set of sanctions. Here are the ETFs witnessing the biggest shakeups.
Cashing Out: Morgan Stanley and Bank of America represented the latest round of big banks delivering strong Q4 results. Discover what could be in the pipeline for the rest of the new year.
ONE FOR THE ROAD
The S&P 500 Index and many stocks saw gains after Donald Trump won the 2024 presidential election. A new reader poll predicts how high the S&P 500 will go in 2025 with Trump set to retake office on Jan. 20.
What Happened: Investors are bracing for a volatile 2025 with a new White House administration taking the helm, but optimism remains high that the stock market could see similar gains as compared to 2017.
In 2017, the SPDR S&P 500 ETF Trust (SPY), which tracks the S&P 500 Index, was up 21.7%. This was the first year with Trump in office and many sectors saw gains during the year.
Benzinga recently asked if history will repeat itself.
"What do you think the return will be in 2025, his first year back," Benzinga asked.
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