You Searched For "cyclical stocks" and got 20 results
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1 min read
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
2 mins read
Financial stocks are still being woefully underappreciated by investors, Morgan Stanley says
Investors haven't yet readjusted their portfolios to reflect strong US macro data, creating an oppo…
Filip De Mott
1 min read
Top Wall Street strategists say a strong jobs report will kick off a rotation into lower-quality stocks
Goldman says a strong report would prompt investors to price in smaller odds of further labor-marke…
Kelly Cloonan
1 min read
Investors should be hesitant to dive into stocks after the rate cut, with election uncertainty looming, Fundstrat's Tom Lee says
Tom Lee has called for a stock rally after rate cuts, but even after the Fed cut 50 basis points, h…
Kelly Cloonan
2 mins read
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
2 mins read
Cathie Wood's ARK Invest missed out on more than $1 billion in returns by selling Nvidia stock too early
"I've watched Nvidia all my career, actually, since it's gone public. It's a very cyclical stock," …
Matthew Fox
2 mins read
Stocks tied to the economy will perform surprisingly well in May as investors underestimate the reopening rebound, says Fundstrat's Tom Lee
Fundstrat's head of research expects a strong pickup in economic activity to trigger additional gai…
Emily Graffeo
2 mins read
Goldman Sachs says there's a window of opportunity for stocks right now as investors are worrying too much about the Delta variant
"We think some further relief in cyclical assets - higher equities and higher bond yields - is like…
Harry Robertson
2 mins read
Facebook dethrones Amazon as the stock most popular with hedge funds, according to Goldman data
The same companies comprised the top five in the bank's hedge fund VIP list: Facebook, Microsoft, A…
Isabelle Lee
2 mins read
The stock market will face a 'day of reckoning' this year when an inevitable inflation spike forces the Fed's hand, says Wharton professor Jeremy Siegel
Jeremy Siegel told CNBC he expects the Fed to pull back on its accommodative policy, which has long…
Emily Graffeo
2 mins read
The market's smallest stocks are flirting with a correction as recovery concerns and quarter-end rebalancing cut into the high-flying segment
The Russell 2000 small-cap index fell into correction territory, with recent losses stoked by quart…
Carla Mozée
2 mins read
US stocks mixed as economic optimism sparks tech sell-off
US stocks were mixed Wednesday as investor optimism around the economic recovery sparked tech stock…
Emily Graffeo
2 mins read
The rally in small-cap stocks is under pressure and could hit further resistance as the quarter ends, says a market research firm
The Russell 2000 index of small-cap companies lost key technical support, suggesting the possibilit…
Carla Mozée
1 min read
The post-pandemic economy will see a new class of growth stocks emerge, Fundstrat's Tom Lee says
Tom Lee is reiterating his call to shed Zoom, Netflix, and Peloton. He says stocks that hinge on an…
Emily Graffeo
2 mins read
Stocks are unlikely to repeat last year's record-shattering performance in 2021 as a V-shaped recovery is largely priced in, Morgan Stanley says
Mike Wilson said "unprofitable growth stocks with big valuations" may underperform in 2021 during a…
Emily Graffeo
7 mins read
What are cyclical stocks? High-profit but volatile stocks whose prices rise and fall as economy grows and declines
Cyclical stocks are ones that are particularly sensitive to economic trends, the phases of the busi…
Robin Kavanagh
2 mins read
Value and growth stocks can climb together in 2021 as investors split focus between vaccine rollouts and virus scarring, top Wall Street strategist says
Vaccine distribution "would be a total game-changer," but mega-caps' strong balance sheets present …
Ben Winck
2 mins read
Bank of America shares 2 crucial rules for investors to follow as the S&P 500 climbs 6% by year-end 2021
Bank of America says the S&P 500 will climb 6% by the end of 2021 but the path won't be a straight …
Emily Graffeo
2 mins read
The 'surprisingly robust' stock market will finish the year strong — and wary traders should stay invested, says Fundstrat's Tom Lee
History shows the S&P 500 gains during the holiday season, Tom Lee told CNBC.
Emily Graffeo
2 mins read
'Ripe for another correction': US stocks could tumble 12% by year-end as the vaccine-driven rally gets exhausted, Morgan Stanley's investment chief says
Morgan Stanley's chief investment officer, Mike Wilson, said investors might be underestimating the…