@CIdzelis

Markets reporter for @MarketWatch. Native New Englander. Brooklyn for years. Opinions are all mine.

 New York City
marketwatch.com/
Joined February 2014
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Christine Idzelis retweeted
Victor Reklaitis@vicrekJun 8
Trump’s Washington is suddenly moving toward taking stakes in AI companies. Will it actually happen? marketwatch.com/story/trumps…

Trump’s Washington is suddenly moving toward taking stakes in AI companies. Will it actually happen?

President Donald Trump has joined other influential figures in talking about setting up U.S. taxpayers with ownership stakes in artificial-intelligence companies, but analysts aren’t sounding...

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DataTrek's Nick Colas: “It is impossible to demonstrate any sort of ‘AI bubble’ in tech-sector valuations just now." @MarketWatch @CIdzelis marketwatch.com/story/the-st…

The stock market looks expensive — but this chart shows why AI bubble fears in tech may be overblown

The S&P 500’s tech sector has seen the smallest increase of any group in its price-to-earnings ratio relative to its 10-year average, DataTrek found.

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Christine Idzelis retweeted
Myra Saefong@MktwSaefongJan 30
Silver heads for biggest drop in 14 years, with ‘every man and his dog rushing for the exit’ marketwatch.com/story/silver… via @MarketWatch

Silver suffers biggest drop in 46 years, with ‘every man and his dog rushing for the exit’

Silver’s plunge on Friday was the metal’s worst daily drop since 1980.

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DataTrek's Nick Colas: "We are in truly uncharted territory for this commodity pair, with silver looking very expensive relative to oil... Silver is not a solid long-term investment at current prices.” @MarketWatch @CIdzelis marketwatch.com/story/why-si…

Why silver’s surge relative to oil should be a warning sign for investors

The price relationship between silver and oil has entered uncharted territory after the precious metal’s massive surge, says DataTrek Research.

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DataTrek's Nick Colas: "Based on Wall Street analysts' price targets, the S&P 500 sectors most likely to see a beneficial momentum shift in 2026 are real estate, materials, and utilities." @CIdzelis @MarketWatch marketwatch.com/livecoverage…

These stock-market sectors are most likely to see a 'beneficial momentum shift' next year, says...

Wall Street analysts expect that the S&P 500’s three winning sectors of the current bull market should continue to work well in 2026, but three other areas are mostly likely to see a "beneficial...

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DataTrek's Nick Colas: "The S&P 500 continues to trade on expectations for strong earnings growth over the next two years." @MarketWatch @CIdzelis marketwatch.com/story/magnif…

‘Magnificent Seven’ earnings expected to beat rest of S&P 500 — but that might not calm high-valu...

The Big Tech stocks known as the “Magnificent Seven” are expected to produce much stronger earnings growth than the rest of the S&P 500 over the next 12 months — but that gap may start shrinking in...

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Christine Idzelis retweeted
Myra Saefong@MktwSaefong2 Oct 2025
China has ‘not bought a bushel’ of soybeans from U.S. farmers this year. What happens to the crop now? marketwatch.com/story/china-… via @MarketWatch

China has not bought a bushel of soybeans from U.S. farmers this year. What happens to the crop now?

For U.S. farmers, abundant rains to fuel a bumper crop would normally be good news — but it won’t matter how much they produce this year if China, the world’s biggest buyer of soybeans, doesn’t...

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“The relative lack of AI mentions across multiple sectors and over 40 percent of the S&P 500 is the upside story for this technology,” said Nicholas Colas, co-founder of DataTrek." @CIdzelis @MarketWatch marketwatch.com/livecoverage…

This chart points to ‘the upside story’ for AI across the S&P 500's sectors

Just four of the S&P 500’s 11 sectors had above-average mentions of artificial intelligence on their second-quarter earnings calls this year, a sign of the upside potential of AI as it should...

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Christine Idzelis retweeted
Victor Reklaitis@vicrek4 Sep 2024
Kamala Harris backs smaller rise in capital-gains taxes than proposed by Biden marketwatch.com/story/kamala…

Kamala Harris backs smaller rise in capital-gains taxes than proposed by Biden

Democratic presidential nominee Kamala Harris on Wednesday proposed a lower top tax rate for capital gains than President Joe Biden, with the move coming after her campaign previously had signaled...

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Christine Idzelis retweeted
Bob Elliott
@BobEUnlimited20 Nov 2023
Great catching up with @CIdzelis recently about some of the main macro themes emerging post QRA rally. Just one of many: “if the economy is fine" at these rate levels, then "by definition" they're not restrictive and rates may remain higher for longer.” morningstar.com/news/marketw…
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Christine Idzelis retweeted
Matthew Tuttle
@TuttleCapital5 Oct 2023
U.S. stock dividends bounce back in third quarter marketwatch.com/story/u-s-st… @CIdzelis “Why own any dividend equity for the dividend” when a T-bill yields more than 5%? said Matthew Tuttle, chief executive officer and chief investment officer of Tuttle Capital Management, by phone Wednesday. “I get equity risk and a subpar yield.”
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Christine Idzelis retweeted
Bob Elliott
@BobEUnlimited13 Jul 2023
Great catching up with @CIdzelis on the outlook for 2H23. Summarized best as: "Soft landings are not impossible, but they’re pretty improbable." Check it out! marketwatch.com/story/u-s-st…

U.S. stocks rise as bulls get ‘wish’ on inflation report, yet soft landings for Fed are ‘pretty...

Markets seem to be embracing the notion of a soft landing for the U.S. economy despite inflation remaining above the Federal Reserve’s 2% target.

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Emma Tucker@emmatuckerWSJ7 Jul 2023
Today we mark an unhappy date. It has been 100 days since our reporter was put behind bars in Russia for doing his job #istandwithevan EVAN GERSHKOVICH 100 DAYS DETAINED wsj.com/articles/latest-upda…

EVAN GERSHKOVICH 100 DAYS DETAINED

Evan was detained while on a reporting trip to Yekaterinburg. He has been held in Moscow’s infamous Lefortovo Prison on an espionage charge that the Journal and the U.S. government vehemently deny....

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DataTrek's Nick Colas: "Big Tech has “gained 7.4 points of S&P 500 weighting” in 2023, exceeding the weighting of the index’s entire large-cap energy sector." @MarketWatch @CIdzelis $AAPL $AMZN $MSFT $GOOG $META $TSLA $NVDA marketwatch.com/story/big-te…

Big Tech's added bulk in S&P 500 in 2023 outweighs index’s energy sector, DataTrek says

Big Tech’s market value in the S&P 500 has surged to more than a quarter of the index, with just seven stocks this year adding heft larger than the weight of its entire energy sector, according to...

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Christine Idzelis retweeted
Todd Rosenbluth@ToddRosenbluth23 Mar 2023
Why is demand for $GLD $IAU different than $GLDM and which #gold #ETFs make sense based on time horizons? @Vetta_Fi @CIdzelis marketwatch.com/story/got-go…

Got gold? Biggest gold ETF attracts investors as the ‘safe haven’ yellow metal shines

There’s been a bit of a gold rush lately.

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Christine Idzelis retweeted
Bob Elliott
@BobEUnlimited20 Mar 2023
Great as always to catch up with @CIdzelis on how things are shaping up with the macro economy and market pricing ahead of the Fed meeting this week. Great set of perspectives from several other folks as well jam packed into this article. Check it out! marketwatch.com/story/whats-…

What’s at stake for stocks, bonds as Federal Reserve weighs bank chaos against inflation fight

Markets may be in a vulnerable position ahead of the Federal Reserve’s meeting this week, as traders bet the banking crisis could lead to interest-rate cuts over the next year.

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DataTrek's Nick Colas: "Our own take on what made $SPY truly special was that it closely followed Clayton Christensen’s paradigm of ‘disruptive innovation." @MarketWatch @CIdzelis marketwatch.com/story/spy-30…

A 30-year revolution: SPY opened stocks to the masses, spawning a raft of options for today's...

Thirty years ago, the first exchange-traded fund listed in the U.S. became available to the masses, a disruptive force that would go on to spawn a new market.

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Bob Elliott
@BobEUnlimited14 Dec 2022
Really enjoyed talking with @CIdzelis last week about the outlook for the consumer in 2023. @MarketWatch article providing useful insight into many of the cross-cutting themes to be thinking about. marketwatch.com/story/why-th…

Why the consumer is 'critical' for investors to watch in 2023 as bear market 'not yet complete'

The fate of the U.S. consumer is weighing on the outlook for markets in 2023

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Christine Idzelis retweeted
Victor Reklaitis@vicrek9 Nov 2022
DeSantis viewed as frontrunner for Republican 2024 presidential nomination after Trump's candidates flop in midterm elections marketwatch.com/story/desant…

Trump vs. DeSantis: Midterm election results shake up the Republican 2024 field

Ron DeSantis has the edge over Donald Trump to score the 2024 Republican presidential nomination, say analysts as they assess the midterm election results.

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Christine Idzelis retweeted
Bob Elliott
@BobEUnlimited13 Oct 2022
Great piece by @cidzelis covering $HFND. Appreciate your interest in what we are up to. For those that want to learn a little more, its worth a read. marketwatch.com/story/former…

Former Bridgewater Exec seeks ‘wisdom of the crowd’ in the hedge fund community with new ETF

MarketWatch spoke with former Bridgewater Associates executive Bob Elliott about his new exchange-traded fund tracking hedge-fund returns. Also, Francis Oh of Qraft Technologies weighed in on one of...

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