You Searched For "Cyclicals" and got 20 results
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'This looks and feels like the year 2000 to me': Investing legend Rob Arnott says the stock market's record rally reminds him of the dot-com bubble peak
"Are we likely to see a bear market in the next two years for large-cap growth? Yeah."
William Edwards
'Animal spirits': 7 market strategists share how to ride the red wave as US stocks surge to new records
US stocks reached record highs after Donald Trump won. Here are eight top places to invest, based o…
James Faris
'A disaster waiting to happen': A top 3% investor warns the 'Trump bump' is the icing on the cake of a euphoric stock market bubble that's worse than the dot-com peak
"You will not get rich from investing in the fourth huge financial euphoria episode in the last 100…
William Edwards
The stock market is entering 'Crazy Town' as valuations reach generational high, Stifel says
Even assuming an optimistic soft-landing scenario, Stifel's Barry Bannister said investors' huge ex…
Matthew Fox
Bitcoin's latest rally will push the token 60% higher by April of next year, strategist says
"We see the price running with little resistance at least until Trump takes office," Ned Davis Rese…
Matthew Fox
Chief strategists project their outlooks on stocks, bonds, currencies, and gold amid a Trump victory
Each sector reacted differently based on policy shift expectations.
Laila Maidan
'The reversion will eventually come': A chief strategist says Goldman Sachs and JPMorgan are right to warn of weak returns for the S&P 500 over the next decade
"If the market is pricing in perfection, any disappointment can lead to significant corrections," s…
William Edwards
A hint in 3rd-quarter earnings calls suggests S&P 500 corporate profits are about to boom, Bank of America says
Notable surges in the word "bottom" being mentioned on earnings calls in 2009 and 2020 were soon af…
Matthew Fox
Stock market today: Indexes gain as investors brace for key tech earnings
Google parent Alphabet will report earnings after the market close on Tuesday. Data due this week i…
Matthew Fox
Earning forecasts for Q4 FY24: Healthcare and cement companies to shine
In the fourth quarter of FY24, Indian companies that bank on domestic demand would have done much b…
Earnings so far prove that investors should stick with stocks in this corner of the market, Morgan Stanley says
Lower earnings estimates for cyclical sectors will lead to bigger earnings beats this season, and s…
Kelly Cloonan
The future of the S&P 500 has everyone divided
Some banks see an end to the era of big gains in the stock market while others believe there is sti…
Dan DeFrancesco
Wall Street is divided on the future of stocks. Here are bull and bear cases from the biggest banks.
Inflation is falling, productivity is rising, and the Fed is likely to cut rates, but forecasters w…
Matthew Fox
The S&P 500's golden decade of returns is over, Goldman says
The S&P will see annualized returns of 3% over the next 10 years, says Goldman Sachs. That's down f…
Filip De Mott
A famed economist who called the 2008 recession warns stocks are in a 'mega-bubble' with the S&P 500 ahead of fundamentals by at least 25%
"This is the mother of all momentum-driven stock markets," says David Rosenberg.
William Edwards
Stocks are nearing a major peak and a more 'disturbed' period of weak returns is ahead for investors, CIO says
The market is flashing signs it's suffering from "invincibility syndrome," and that stocks are near…
Jennifer Sor
Why the stock market will drop 7% by mid-November, according to a technical analyst
Fundstrat's Mark Newton said the decline he expects in the S&P 500 will be a "short-term correction…
Matthew Fox
Luxury stocks slide as LVMH disappoints and Wall Street eyes few signs of stronger China demand despite stimulus
LVMH's commentary on demand in China was a warning for luxury brands, which have relied on Chinese …
Kelly Cloonan
Billionaire investor David Einhorn says Warren Buffett's recent stock sales show just how overvalued the market is
Warren Buffett's turn to cash indicates that now is not the best time for high equity exposure, Dav…
Filip De Mott
The stock market is in a 'mania' that will push it higher before a potential 26% drop in 2025, Stifel says
The S&P 500 looks like it's in another "mania," according to a Stifel analysis examining 139 years …