Goldman strategists see value in small caps, consumer staples shares
By Lewis Krauskopf NEW YORK (Reuters) – Small-cap stocks and shares of consumer staples companies may be pockets of value in an increasingly expensive U.S. stock market, Goldman Sachs strategists said on…
Citi strategists upbeat on US stocks in 2024, fueled by earnings
By Lewis Krauskopf NEW YORK (Reuters) – The S&P 500 is poised for solid gains next year on strong earnings growth and a broadening of the stock market’s rally, strategists at Citigroup…
Stifel strategists see S&P 500 struggling to gain much ground by mid 2024
By Lewis Krauskopf NEW YORK (Reuters) – The S&P 500 will likely struggle to rise much above current levels into the middle of 2024, as investors rotate away from growth stocks and…
JPMorgan strategists see ‘challenging’ backdrop for US stocks in 2024
By Lewis Krauskopf NEW YORK (Reuters) – J.P. Morgan equity strategists on Wednesday issued a dour outlook for U.S. stocks for the year ahead, pointing to weak expected earnings growth, expensive valuations…
U.S. Treasury yields have peaked, say strategists for fourth straight month: Reuters poll
By Sarupya Ganguly BENGALURU (Reuters) – U.S. Treasury yields will fall in coming months, though not as sharply as forecast previously, according to bond strategists polled by Reuters, who said for a…
‘A Marginal Bump’: Strategists Divided On Whether Democrats Will Make Big Gains Over Abortion In 2024
‘A Marginal Bump’: Strategists Divided On Whether Democrats Will Make Big Gains Over Abortion In 2024 Arjun Singh on November 13, 2023 Democrats are seeking to register several abortion-related ballot initiatives in…
Improved profit margins ‘bright spot’ in US earnings season -Goldman strategists
By Lewis Krauskopf NEW YORK (Reuters) – Improving profit margins among U.S. companies are supporting a stronger-than-expected earnings season even as revenues top estimates at rates below the historical long-term average, according…
JPMorgan strategists advise opening a short in European banks, upgrade healthcare
LONDON (Reuters) – Strategists at JPMorgan have advised opening a ‘short’ position in European banks, and moved the sector from ‘neutral’ to ‘underweight’, they said in a note published on Monday. “If…
Despite rout, bond strategists stay tethered to falling yield forecasts
By Sarupya Ganguly BENGALURU (Reuters) – Bond market strategists are holding on to their forecasts for U.S. Treasury yields to decline by year-end, as well as a view that 10-year yields have…
Deutsche Bank strategists recommend equity overweight into 2024
LONDON (Reuters) – Strategists at Deutsche Bank have recommended an overweight in equities into 2024, as risks are now well reflected in the market and those are about to turn into opportunities.…
Rupert Murdoch exit may give Trump a Fox News ‘reset,’ Republican strategists say
By Tim Reid, Alexandra Ulmer and Nathan Layne (Reuters) – Rupert Murdoch’s departure as the chairman of Fox Corp and News Corp could provide an opportunity to mend the relationship between former…
SocGen equity strategists upbeat on S&P 500 near-term, cautious into 2024
By Lewis Krauskopf NEW YORK (Reuters) – The U.S. S&P 500 is set to rise into the end of the year as investors price in a more upbeat economic outlook, according to…
JPMorgan strategists say US stock valuations at risk from high interest rates
NEW YORK (Reuters) – After big gains for the U.S. stock market this year, equity valuations could come under pressure from high interest rates, based on historical relationships, JPMorgan strategists said on…
Bond strategists stand ground, say U.S. Treasury yields have peaked: Reuters poll
By Sarupya Ganguly BENGALURU (Reuters) – The benchmark U.S. 10-year Treasury note yield has peaked in the current cycle, according to a majority of bond strategists polled by Reuters, although most said…
Bond strategists cling to forecasts for declining U.S. yields: Reuters poll
By Sarupya Ganguly and Indradip Ghosh BENGALURU (Reuters) – U.S. Treasury yields will fall in coming months despite clear signs the Federal Reserve is reluctant to consider rate cuts any time soon,…
Dollar to remain steadfast in coming months, say FX strategists: Reuters poll
By Indradip Ghosh BENGALURU (Reuters) – The U.S. dollar will hold its ground against most major currencies over the coming three months as a resilient domestic economy bolsters expectations interest rates will…
Bond strategists ratchet up U.S. Treasury yield forecasts: Reuters Poll
By Hari Kishan BENGALURU (Reuters) – Bond strategists have boosted their U.S. benchmark Treasury yield forecasts only a month after taking an axe to them, as the chances of an interest rate…
Bond strategists take axe to U.S. Treasury yield forecasts: Reuters poll
By Hari Kishan BENGALURU (Reuters) – U.S. Treasury yields a year from now are forecast to trade sharply lower than the level expected by bond strategists polled by Reuters just one month…
JPMorgan Strategists Predict Stock Plunge, Recession As Early As First Half Of 2023
JPMorgan Strategists Predict Stock Plunge, Recession As Early As First Half Of 2023 John Hugh DeMastri on December 1, 2022 Strategists at JPMorgan Chase predicted a recession as soon as the first…
Fed pivot not on horizon even as over-tightening risks loom- strategists
By Anisha Sircar, Lisa Pauline Mattackal and Divya Chowdhury (Reuters) – There is a greater chance of the U.S. Federal Reserve raising interest rates too far and tipping the economy into a…
All roads lead to strong U.S. dollar: FX strategists
By Hari Kishan BENGALURU (Reuters) – The dollar will remain a force to reckon with over the remainder of this year and into the next as U.S. interest rates rise and the…
Global stocks in for a chilly winter, strategists say – Reuters poll
By Hari Kishan and Jonathan Cable BENGALURU (Reuters) – It will be a chilly winter for global stocks, according to analysts in a Reuters poll who cut year-end predictions for most major…
S&P 500 seen a little higher by end of 2022 -strategists
By Caroline Valetkevitch NEW YORK (Reuters) – The S&P 500 will end the year a little above its current level after a recent rally that has lifted the index from its bear…
Biden denies Army report claiming administration ignored military strategists on the ground during botched Afghanistan withdrawal
In an interview with NBC’s Lester Holt, President Joe Biden appeared to be like a middle school child called to the principal’s office about who wrote Miss Henderson’s phone number on the…
Breaking News
