Investors betting on further US equity gains over the coming months will be disappointed, according to strategists at JPMorgan Chase & Co. Their peers at Morgan Stanley disagree.
One of Wall Street’s most prominent bears has just turned positive on the outlook for US stocks.
Just months after setting a 2024 target for the S&P 500 Index, Goldman Sachs Group Inc. strategists have boosted their forecast for a second time, reflecting Wall Street’s optimistic outlook for earnings.
US companies are discussing cost control on earnings calls at a record rate, amid a push to reallocate funds and invest in new technologies, according to an analysis by Morgan Stanley strategists.
A roughly $61 trillion global benchmark of developed-market equities rose to an all-time high on Wednesday, with Wall Street’s technology behemoths leading the way.
The Magnificent Seven group of megacap tech stocks need to deliver stellar earnings to keep outperforming the broader market, according to a growing consensus on Wall Street.
No matter which way markets go, Goldman Sachs Group Inc. says some traders are modeled to sell stocks over the next week.
The stocks that led the rally in 2023 are again traders’ top picks, defying broader outflows, according to Bank of America Corp. strategists.
Earnings estimates have been slashed so much over the past three months that Wall Street strategists now expect most companies will easily beat analyst forecasts this season.
Investors anticipating blockbuster profits in 2024 will be disappointed, according to Bloomberg’s latest Markets Live Pulse survey.
US stocks are likely to take a breather from their rapid gains before a potential fresh catalyst arrives in the form of the next earnings season, according to Oppenheimer Asset Management.
The rally in US stocks is showing signs of fatigue, and investors should be ready to buy into any declines, according to Citigroup Inc. strategists.
A stellar year on Wall Street is propelling the biggest rally since 2019 in the MSCI World Index of developed-market equities, pushing the gauge closer to its record high and leaving emerging-market peers trailing far behind.
Just one month after setting a 2024 target for the S&P 500, Goldman Sachs Group Inc. strategists increased their forecast as the year-end rally shows no signs of abating.
US company earnings are likely to weaken in the fourth quarter before a rebound in 2024, according to Morgan Stanley’s Michael Wilson.
The S&P 500 Index will hit a record high in 2024 as the US avoids sinking into a recession, although a weaker consumer will mean the index gains less than this year’s 20% surge, according to Bloomberg’s latest Markets Live Pulse survey.
Investors should offload risky assets after recent gains as technical and macroeconomic headwinds are building, according to Bank of America Corp.’s Michael Hartnett.
The S&P 500 Index will keep rallying next year and should come close to its record high hit in early 2022, say strategists at Goldman Sachs Group Inc., becoming the latest Wall Street bank to come out with a bullish call.
The outlook for earnings is weakening and could remain subdued, according to strategists from Morgan Stanley to JPMorgan Chase & Co.
Consumer stocks, one of the brightest corners of the market this year, are about to lose their shine as risks build for the sector, according to Morgan Stanley’s Michael Wilson.
US equity investors are in for disappointment as economic growth is set to be weaker than expected this year, according to Morgan Stanley’s staunch bear, Michael Wilson.
Technology stocks are in trouble, with the buzz around artificial intelligence set to be overshadowed by the effects of higher-for-longer interest rates, according to Bank of America Corp. strategists.
Investors are the least pessimistic on stocks since February of last year, before the Federal Reserve began one of the most aggressive tightening cycles in decades, according to Bank of America Corp.’s latest global survey of fund managers.
There’s a shift in tone happening across Wall Street.
US equities are tracking the same path they did in 2019, which was one of the best years for the S&P 500 over the past decade as it handed investors a 29% return, according to Morgan Stanley’s staunch bear, Michael Wilson.
The frenzy over artificial intelligence-linked stocks has gone too far but won’t die down just yet, according to Bank of America Corp. strategists led by Michael Hartnett.
There's more pain on the way for the S&P 500 as profit warnings and fears of higher interest rates combine to threaten the key US stock indicator, according to the latest Markets Live Pulse survey.
There are early signs of investors fleeing from tech stocks after a 1999-like rally formed a “baby bubble,” according to Bank of America Corp.’s Michael Hartnett.
With bonds and stocks once again falling in unison, cash is the ultimate refuge.
US stocks are ripe for a selloff after prematurely pricing in a pause in Federal Reserve rate hikes, according to Morgan Stanley strategists.
Investors are chasing European stocks at the fastest pace in nearly a year, while US equity inflows remain muted amid concerns of a recession, according to Bank of America Corp.
Even the worst year ever for Tesla Inc. shares hasn’t shaken individual investors’ faith in the electric-vehicle maker and its billionaire chief executive officer, Elon Musk.
Stagflation is the key risk for the global economy in 2023, according to investors who said hopes of a rally in markets are premature following this year’s brutal selloff.
Cash is king, with investors fleeing to the safety of cash funds at the fastest pace since the coronavirus pandemic as the Federal Reserve remains firmly hawkish, according to strategists at Bank of America Corp.
Investors are primed for any bit of good news to help them forget a brutal quarter for stocks that took this year’s value destruction to $24 trillion. A resilient corporate earnings season might give them that.
Some of Wall Street’s biggest banks expect a lengthy period of higher interest rates to further pressure Corporate America’s profit engine, threatening equity gains as companies grapple with elevated financing costs and margin-shredding inflation.
Wall Street is afraid to buy the dip this time around. Even amid this latest leg of the stock market selloff, equities still aren’t fully reflecting the risks facing corporate earnings...
Emerging-market investors seem to have a lot going for them right now -- and the renewed weakness in the U.S. dollar is adding to the bullish mood.
