2025's Market Highlights: Big Trades, Resilience, and Uncertain Futures
TL;DR
The article reviews the major financial trades of 2025, highlighting successes and failures across various sectors such as crypto, AI, defense, Japanese bonds, and credit markets, emphasizing the volatility, geopolitical influences, and market shifts that defined the year.
- The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump Bloomberg.com
- US stocks rose again in 2025 after overcoming turbulence from tariffs and Trump's fight with the Fed Yahoo Finance
- So long, American exceptionalism Financial Times
- The U.S. Remained the Market to Beat In 2025. Will That Last? Barron's
- Y’all thought stocks and crypto would soar Morning Brew
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