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3 mins read

BANK OF AMERICA: The stock market's most-important driver is going to be more powerful than we'd expected - and one sector towers above the rest

Additionally, earnings season provides some of the best outperformance opportunities for investors,…

Akin Oyedele   


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1 min read

Here's What Falling Oil Prices Mean For 12 Stock Market Sectors

"Lower oil prices typically affect companies through either (or both) lower input costs or increase…

Akin Oyedele   


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2 mins read

More pain for China as home sales crash for one of its largest developers and tech earnings growth falls to lowest since 2022

A leading Chinese developer saw a 57% annual drop in contracted sales last month, Bloomberg reporte…

Filip De Mott   


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3 mins read

The 3 biggest themes investors are watching for as earnings season kicks off

"We'll need to see EPS expectations exceeded by high single digits in the aggregate to keep the str…

Matthew Fox   


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2 mins read

5 energy stocks that will get a boost from ballooning electric demand

BofA says that after multiple decades of stagnant electricity demand, the US is seeing a surge due …

Filip De Mott   


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2 mins read

The stock market is flashing warning signs as tech shares are a 'valuation timebomb,' SocGen says

The tech sector is showing a number of signs that valuations are an overstretched "timebomb," accor…

Jennifer Sor   


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3 mins read

The stock market chaos sparked by the yen last month could resume as rates rise in Japan, SocGen says

Japan's expected rate hikes could restart the unwind of the yen carry trade and impact US stocks, S…

Jennifer Sor   


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2 mins read

Evercore ISI upgrades its S&P 500 outlook to the highest on Wall Street as it says the AI revolution is just getting started

"The backdrop of slowing inflation, a Fed intent on cutting rates and steady growth have supported …

Matthew Fox   


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The stars have aligned for this corner of the stock market as the US economy enters its 'Goldilocks' era, BofA says

"Slowing GDP + accelerating EPS has been the best backdrop for stocks," Bank of America said in a n…

Matthew Fox   


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2 mins read

The stock market is approaching 2 catalysts that will spark the next leg of the bull run, market vet says

"We still see S&P 500 EPS reaching $400 by the end of the decade," Ed Yardeni of Yardeni Research s…

Matthew Fox   


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2 mins read

Don't bet on the stock-market rotation as small-caps historically suffer when rates come down, Barclays says

Small-caps typically underperform in the 150 days before and after the first rate cut, Barclays rep…

Filip De Mott   


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4 mins read

Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.

Here's a round up of some of the most bullish strategists on Wall Street and their predictions for …

Matthew Fox   


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3 mins read

Budget 2024 to fuel stock markets: Bloomberg Survey

Many are expecting the government to raise the standard deduction threshold from the current Rs 50,…

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1 min read

The stock rally is masking stagflation risk raised by the latest GDP report, JPMorgan says

A"downside surprise" on GDP and the "upside surprise" on inflation complicates the soft landing vie…

Yuheng Zhan   


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'AI revolution just getting started': Here's what Wall Street is saying about Nvidia's 1st-quarter earnings blowout

"Demand continues to exceed supply and this situation could persist at least through most of CY25E,…

Matthew Fox   


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3 mins read

A wave of M&A means the US oil-production boom may be over

Public and private firms have very different financial priorities. For the US oil industry this yea…

Aruni Soni   


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2 mins read

Goldman Sachs now sees the S&P 500 climbing another 4% this year on mega-cap earnings strength

This is the second time since November that Goldman's top US equity strategist has boosted his year…

Matthew Fox   


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1 min read

3 reasons an overlooked area of the stock market is poised for 50% gains this year, according to Fundstrat

The conditions facing small-cap stocks mirror 1999, when the sector embarked a streak of outperform…

Yuheng Zhan   


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3 mins read

The PSU rally is likely to continue as stocks still at 40% discount to Nifty50

The Public Sector Undertaking (PSU) stocks have been rallying with several seeing a bull run especi…

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4 mins read

RIL’s Q3 earnings to be led by consumer biz, refining margins likely to remain under pressure

Reliance Industries is expected to see a subdued third quarter, with a possible sequential fall in …