🤔 Why Good News Could Be Bad News in 2025

Plus, discover which analysts to trust, and more

January 10, 2025

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It’s Friday! Recession odds for 2025 have plunged, with the New York Fed projecting a 29% probability compared to 70% in mid-2023, driven by optimism around Trump’s pro-business policies. Here’s what this shift means for markets — and how investors can navigate potential risks ahead. Also, trade with only the best experts of the Street.

—Josh Enomoto

Plus, if you’re interested in the next wave in conversational AI, check out today’s sponsor.

MARKET RECAP

Yesterday: The stock market was closed yesterday to honor former President Jimmy Carter.

On Our Radar: After assessing the jobs report, inflation will be a hot topic next week thanks to a slew of economic reports. Also, investors will have a keen eye out for Q4 results for the big banks.

TOP STORY

The likelihood of a U.S. recession in 2025 has significantly decreased, with experts citing resilient economic growth and policy optimism under new leadership.

SPONSORED CONTENT

Conversational commerce company Rezolve Ai (NASDAQ: RZLV) cut two separate marketing deals with Microsoft (NASDAQ: MSFT) and Google (NASDAQ: GOOG). The Google deal also includes a technology co-development agreement. 

Rezolve Ai expects the partnerships to significantly enhance its customer growth and momentum. The agreements put Rezolve AI’s Brain Suite of solutions for retail search and discovery, product engagement and real-time support in front of 35,000 Microsoft resellers, Google’s global cloud customers, billions of consumers and millions of businesses worldwide. 

The company expects the deals to help it achieve more than $100 million in ARR by 2025.

FIVE ZINGERS

Chipped Tooth: Amid rising geopolitical tensions, the Biden administration's final chip export control measures have significant implications. Learn which semiconductor ETFs could face the most impact.

Rough Ride: Shares of ON Semiconductor have attracted technical analysts' attention for its persistent volatility. Discover the likelihood of what the next move could be.

Price War: Auto manufacturer BYD raised eyebrows recently by launching the first EV with a starting price under $30,000 in Australia. Here's what that could mean for sector giant Tesla.

Booster Shot: Novavax shares dropped sharply on Wednesday, pulling back on recent strength. Still, learn why a bird flu outbreak may have implications for NVAX stock.

Spark Plug: Oil giant Chevron recently disclosed the commencement of production from its Whale semi-submersible platform. Here's how the project affects the broader domestic energy profile.

ONE FOR THE ROAD

Every day, Wall Street analysts make bold predictions about stocks.

Buy this… Sell that… Hold these…

And the financial media amplifies these calls:

“Upgrade sends stock soaring”

“Downgrade triggers selloff”

“Analyst sees 50% upside”

But here’s what most investors don’t realize:

Some of these “experts” are wrong more often than they’re right.

In fact, following the wrong analyst could be costing you serious money.

Just this week, a Wall Street "expert" with a 35% success rate made a major call on HA Sustainable (HASI)…

Based on his track record, we can safely assume that following his advice without doing your due diligence could cost you money! 

SPECIAL OFFER

Stop guessing and start investing smarter. Each week, our experts deliver 5 precisely chosen stocks with high growth potential to strengthen and diversify your portfolio. Get started here.

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