Investing.com — As President-elect Donald Trump prepares to embark on his second term, UBS analysts foresee constraints shaping the fiscal policies of the next administration.  Despite Republican control of both chambers of Congress, UBS notes that the dynamics of high deficits, narrow congressional margins, and rising debt-servicing costs will likely limit expansive fiscal initiatives. UBS

Investing.com — In a recent note, Bank of America outlined 14 key lessons from 2024 that investors should keep in mind as they head into 2025, warning that market momentum and stretched valuations could face headwinds in the year ahead. While this year resembled the steady gains of 1996-97, rather than the bubble peaks of

Investing.com — In its report titled “2025 Global Outlook,” RBC Capital Markets said it anticipates diverging paths for Canadian (CDN) and U.S. REITs in 2025, underpinned by valuation dynamics, monetary policy shifts, and sector-specific fundamentals. Canadian REITs underperformed their U.S. counterparts in 2024, with the index gaining just 1% year-to-date compared to the index’s 13%

Investing.com — While the main story this week was the Federal Reserve’s more cautious path for rate cuts next year, there were plenty of individual stocks and sector stories that resulted in volatility for some big names. Here are Investing.com’s stocks of the week: Micron Technology (NASDAQ:), Novo Nordisk (NYSE:), MicroStrategy and Coinbase (NASDAQ:). Micron Technology 

Investing.com — The landscape of GLP-1 drugs, which are widely recognized for their efficacy in weight loss and diabetes management, is poised for a potential transformation in 2025, as per analysts at Barclays (LON:).  These drugs, exemplified by widely-known brands like Novo Nordisk’s Ozempic and Wegovy, are gaining prominence not just for their therapeutic benefits

Investing.com — The U.S. federal government’s $6.8 trillion spending in fiscal 2024 is unlikely to see significant cuts next year, despite calls for restraint, as structural and political obstacles remain, analysts say. Mandatory spending, which includes programs like Social Security and Medicare, accounted for $4.1 trillion in 2024. Economists at Wells Fargo (NYSE:) said reducing these