Today: September 21, 2024
Today: September 21, 2024

Latest From Lewis Krauskopf

Business

US yields nearing level that could pressure stocks, Morgan Stanley says

U.S. stocks have climbed this year despite rising Treasury yields, but equities could become more sensitive if yields push higher from current levels, Morgan

US yields nearing level that could pressure stocks, Morgan Stanley says
Business

Analysis-US stocks may not be in a bubble, but a pullback could be near

Some market participants believe the relentless U.S. stock rally is poised for a breather, even if it remains unclear whether equities are in a bubble or a

Analysis-US stocks may not be in a bubble, but a pullback could be near
Business

US equities, tech growing in market dominance, Goldman strategists say

Global stock markets are increasingly concentrated, including a greater weight of U.S. equities and technology stocks, and, while not necessarily unwarranted,

US equities, tech growing in market dominance, Goldman strategists say
Business

Analysis-Wall Street hunts for more AI gold after Nvidia’s soaring rally

Money managers are scrambling to cash in on the stock market’s interest in artificial intelligence, as a stunning rally by Nvidia sparks a search for other

Analysis-Wall Street hunts for more AI gold after Nvidia’s soaring rally
Business

Soaring US stocks could take cues from Fed as earnings wind down

Strong corporate results have helped fuel the S&P 500’s climb to new highs this year, taking the focus away from the Federal Reserve’s tortuous path towards

Soaring US stocks could take cues from Fed as earnings wind down
Business

AI mentions rise in S&P 500 earnings calls, Goldman says

The number of S&P 500 companies discussing artificial intelligence has climbed to a new high in fourth-quarter conference calls, Goldman Sachs strategists said,

AI mentions rise in S&P 500 earnings calls, Goldman says
Business

US stock buyback plans picking up in earnings season, EPFR says

U.S. stock buybacks are picking up, with corporate announcements this earnings season trending above the prior two quarters and above the average of the past 12

US stock buyback plans picking up in earnings season, EPFR says
Business

Analysis-Projected buyback revival stands to bolster US stocks in 2024

The rally that has taken U.S. stocks to an all-time high is expected to have another powerful driver in 2024: companies buying back more of their own shares.

Analysis-Projected buyback revival stands to bolster US stocks in 2024
Business

Analysis-Megacap stocks keep lifting US market, but worries over their dominance grow

Earnings reports this week from five of the so-called Magnificent Seven stocks are putting a renewed focus on risks from the group’s outsize weighting in the S&

Analysis-Megacap stocks keep lifting US market, but worries over their dominance grow
Business

Strong US economic outlook buffers stocks against rising yields -Goldman

A strong economic outlook is helping U.S. stocks weather a rise in Treasury yields, though that could change if factors such as tighter monetary policy drive

Strong US economic outlook buffers stocks against rising yields -Goldman
Business

Money market funds keep growing despite expected Fed cuts, JPMorgan strategists say

Assets in money market funds are rising to start the year, challenging some expectations that investors are set to pour cash on the sidelines into stocks and

Money market funds keep growing despite expected Fed cuts, JPMorgan strategists say
Business

Analysis-Record-high US stocks grow more expensive versus global peers

The U.S. stock market's march to all-time highs is putting the spotlight on its large valuation premium over global equities, leading some investors to look

Analysis-Record-high US stocks grow more expensive versus global peers
Business

The S&P 500’s wild ride to an all-time high

Hopes for lower interest rates and resilient growth in 2024 took the S&P 500 stock index to a record high on Friday, after two roller-coaster years featuring

The S&P 500’s wild ride to an all-time high
Business

Goldman strategists see value in small caps, consumer staples shares

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

Goldman strategists see value in small caps, consumer staples shares
Business

Citi strategists upbeat on US stocks in 2024, fueled by earnings

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 said on Friday.

Citi strategists upbeat on US stocks in 2024, fueled by earnings
Business

Improved profit margins 'bright spot' in US earnings season -Goldman strategists

Improving profit margins among U.S. companies are supporting a stronger-than-expected earnings season even as revenues top estimates at rates below the

Improved profit margins 'bright spot' in US earnings season -Goldman strategists
Business

Investors on edge as Middle East conflict intensifies

Investors are watching over the weekend for signs of whether the conflict in the Middle East will escalate, which could ratchet up volatility in markets that

Investors on edge as Middle East conflict intensifies
Business

Analysis-Wall Street's 'Magnificent Seven' face moment of truth as earnings season arrives

High noon is approaching for the market's biggest stocks, as pressure grows on richly valued technology and growth companies to deliver robust earnings at a

Analysis-Wall Street's 'Magnificent Seven' face moment of truth as earnings season arrives
Business

Analysis-US stock market technicals suggest possible rebound as earnings, CPI loom

Technical and seasonal indicators that investors use to gauge the U.S. stock market's health show it may be time to buy, though upcoming inflation data and the

Analysis-US stock market technicals suggest possible rebound as earnings, CPI loom
Business|Economy

Struggling Dow transport stocks could be economic warning signal

It's been a banner year for the major U.S. stock indexes, but one economically sensitive corner of the market sticks out as a sore spot.

Struggling Dow transport stocks could be economic warning signal
Business|Economy

'Bothersome' rebound in US yields casts shadow on stocks at record highs

Treasury yields are on the rise again, presenting a potential obstacle to a U.S. stock rally that has taken major indexes to record highs.

'Bothersome' rebound in US yields casts shadow on stocks at record highs
Business|Economy

Stock market's record-setting rebound may have further to go

A rebound that has taken the U.S. stock market to record highs this week may have further to run, if history is any guide.

Stock market's record-setting rebound may have further to go
Business|Economy

Earnings bolster US stocks but crucial inflation report looms

A strong earnings season and blockbuster reports

Earnings bolster US stocks but crucial inflation report looms
Economy

Broadening US market rally gets boost from dovish Fed

A reassuring economic outlook and dovish signals from the Federal Reserve are encouraging investors to look beyond the massive growth and technology stocks that

Broadening US market rally gets boost from dovish Fed
Economy

Analysis-As S&P 500 breaches 5,000, its valuation hits lofty levels as well

As the S&P 500 continues to hit fresh milestones with a first-ever break above the 5,000 level, its valuation is reaching new heights as well.

Analysis-As S&P 500 breaches 5,000, its valuation hits lofty levels as well

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