The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.

With US equities on the rebound, this summer’s selloff is looking more like a pause in the bull market than the beginning of its end.

A rally that has seen European bank stocks outpace both US peers and the Nasdaq over the last three years faces a key test in coming days when most of the region’s major lenders report results.

Stronger than expected earnings are leading companies on both sides of the Atlantic to announce share buybacks at a blistering pace as 2024 gets going — a potentially crucial pillar of support for global stock markets already trading at all-time highs.

Layoffs are being mentioned on US earnings calls at the highest rate since the pandemic — and as Meta Platforms Inc. shows, such cost-cutting can pay off for investors.

The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite tighter monetary policy, according to Bank of America Corp. strategists.

There’s no room for double-digit gains again. With less upside expected for global stocks this year than in 2023, Citigroup Inc. strategists say buy at times of weakness and don’t chase rallies.

This year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.

Even a slight pushback from the Federal Reserve on interest-rate cuts could unravel the relentless stock rally since late October.

The recent sharp pullback in volatility as year-end approaches creates hedging opportunities given the cloudy outlook for equities, according to Goldman Sachs Group Inc. strategists.

Corporate America’s spending on share buybacks, a driver of the US stock market rally for over a decade, is slowing in the face of higher-for-longer interest rates and an uncertain economic backdrop.

A robust earnings season could be all it takes to fuel a year-end rally on Wall Street, eclipsing recent jitters from geopolitical tensions.

Stock markets that have refused to buckle under the highest yields since 2007 face a new test. Third-quarter results will shine a light on how much those rates are already hitting profits — and what they’ll do to lofty equity valuations.

Equity funds saw the biggest weekly inflow in 18 months amid growing investor confidence the US economy is headed for a soft landing, according to Bank of America Corp.

Concern over China’s sputtering economy has created a “dramatic shift” in investors’ equity allocation — a rush toward the US and an exodus from emerging markets, Bank of America’s latest global fund manager survey showed.

The rising threat of interest rates staying higher for longer is likely to dent prospects of a soft landing for the US economy and drive a selloff in stocks over the next two months, according to Bank of America Corp. strategists.

Hedge funds are betting that stocks in some of the market’s hottest sectors are headed for a fall, amid concern over how long the boom in electric vehicles, luxury goods and artificial intelligence will last.

It’s shaping up to be a pivotal week for global stocks, as companies with a combined $27 trillion market value gear up to report quarterly earnings. As Netflix Inc. and Tesla Inc. showed last week, the pressure is on — to deliver or face a sharp selloff.

The artificial intelligence hype that has propelled US technology stocks in the past few weeks is showing signs of fatigue.

Conviction is growing among strategists that this year’s powerful European equity rally is set to falter.

For analysts, the last Thursday of July is always one of the busiest dates in the calendar. This year, it’s likely to be even more of a stretch.

The end of Boris Johnson’s run as prime minister may ease the sense of political chaos, but it won’t fix any of issues depressing UK markets.

Strategists are mapping out their best trade ideas after Federal Reserve Chair Jerome Powell set the stage for raising interest rates to combat the highest inflation since 1982.

After this year’s record-setting rally in equities, the list of things that could go wrong in 2022 is getting longer.

Investors betting against green trades are going up against the world’s most powerful governments.

The recent rise in interest rates triggered a bout of volatility, but it’s not making the pros in the stock market run for the hills just yet.

A vaccine-fueled economic recovery and investors’ surging appetite for risk mean that the European equity rally can keep going in 2021, according to strategists.A vaccine-fueled economic recovery and investors’ surging appetite for risk mean that the European equity rally can keep going in 2021, according to strategists.

With the breathtaking uncertainty created by the Covid-19 pandemic, simple formulas no longer work. Here's what helps now to value investments.