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

Latest From Lewis Krauskopf

Economy

'Magnificent Seven' continued market dominance rests on sales growth, Goldman says

Strong sales growth will be the key to whether the "Magnificent Seven" group of U.S. tech and growth stocks can continue outperforming following their explosive

'Magnificent Seven' continued market dominance rests on sales growth, Goldman says
Economy

Scorching US economy throws off market's Fed cut narrative

Robust U.S. economic data is confronting investors with an unexpected question: whether strong growth can keep driving stocks higher even if the Federal Reserve

Scorching US economy throws off market's Fed cut narrative
Economy

Analysis-US elections toss twist at markets fixated on Fed, economy

A U.S. presidential race that is about to heat up could add a fresh wrinkle to markets in 2024, as investors gauge the potential for post-election changes in

Analysis-US elections toss twist at markets fixated on Fed, economy
Economy

Red Sea tensions put focus on struggling U.S. energy stocks

A recent rally that has boosted nearly every corner of the U.S. stock market has left energy shares behind, and bullish investors are betting upcoming earnings

Red Sea tensions put focus on struggling U.S. energy stocks
Economy

High market hopes raise stakes as US stocks face inflation data, earnings

Investors’ hopes are running high to start 2024, which could set up U.S. stocks for a rocky stretch if some expectations are not met.

High market hopes raise stakes as US stocks face inflation data, earnings
Economy

History shows strong 2023 could keep US stocks on path for 2024 gains

The U.S. stock market’s hefty gains in 2023 could provide a lift for equities next year, if history is any guide.

History shows strong 2023 could keep US stocks on path for 2024 gains
Economy

Can sizzling Magnificent Seven trade keep powering US stocks in 2024?

As a strong year in U.S. stocks winds down, fund managers face a potentially consequential choice in 2024: stick with the few massive growth and technology

Can sizzling Magnificent Seven trade keep powering US stocks in 2024?
Economy

Wall Street awaits 'Santa Rally' with US stocks near records

Wall Street is counting on the so-called Santa Claus Rally to bring record highs as markets close out 2023 with strong gains.

Wall Street awaits 'Santa Rally' with US stocks near records
Economy

Year-end rally in US stocks faces twin tests as Fed, inflation data loom

The Federal Reserve’s last monetary policy meeting of 2023 and a U.S. inflation report in coming days should test a stock market rally that some view as

Year-end rally in US stocks faces twin tests as Fed, inflation data loom
Economy

Stifel strategists see S&P 500 struggling to gain much ground by mid 2024

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 the Federal Reserve

Stifel strategists see S&P 500 struggling to gain much ground by mid 2024
Economy

JPMorgan strategists see 'challenging' backdrop for US stocks in 2024

J.P.

JPMorgan strategists see 'challenging' backdrop for US stocks in 2024
Economy

US recession will prompt 175 basis points in Fed cuts next year, DB economists say

The Federal Reserve will cut rates more aggressively than markets are currently pricing in as a mild U.S. recession arrives in the first half of next year,

US recession will prompt 175 basis points in Fed cuts next year, DB economists say
Economy

BMO sees solid US stock gains ahead, S&P 500 ending 2024 at 5,100

U.S. stocks are in a bull market and will post "solid" gains in 2024, even as returns are lower than this year, BMO Capital Markets strategists said on Monday.

BMO sees solid US stock gains ahead, S&P 500 ending 2024 at 5,100
Economy

Marketmind: Markets in a holiday mood

A look at the day ahead in Asian markets from Lewis Krauskopf, markets correspondent.

Marketmind: Markets in a holiday mood
Economy

Marketmind: Nvidia takes the stage as equity rally pauses

A look at the day ahead in Asian markets from Lewis Krauskopf, markets correspondent.

Marketmind: Nvidia takes the stage as equity rally pauses
Economy

After breathtaking surge, US stocks' path may rest on economic soft landing

Are U.S. stocks poised to continue their dramatic run, or is a pause ahead?

After breathtaking surge, US stocks' path may rest on economic soft landing
Economy

Analysis-Wavering ‘Magnificent Seven’ draw bargain-hunters amid U.S. stock sell-off

A slide in the shares of the massive U.S. technology and growth companies that have led stocks higher this year is tempting investors hoping for bargains ahead

Analysis-Wavering ‘Magnificent Seven’ draw bargain-hunters amid U.S. stock sell-off
Economy

Retail investors seek to buy the dip on US megacaps -Vanda Research

Retail investors appear to be eager to buy up shares of the big U.S. tech and growth stocks that have been under pressure from mixed earnings results and rising

Retail investors seek to buy the dip on US megacaps -Vanda Research
Economy

Analysis-Soaring Treasury yields threaten long-term performance of US stocks

Soaring U.S.

Analysis-Soaring Treasury yields threaten long-term performance of US stocks
Economy

Investors seek shelter as U.S. stocks grow more turbulent

Growing volatility in U.S. stocks is driving a search for defensive assets, though investors may have fewer places to hide this time around.

Investors seek shelter as U.S. stocks grow more turbulent
Economy

Investors zero in on health of consumer with retail sales, earnings

Investors in the coming week will get a look at the state of U.S. consumers - whose spending drives around two-thirds of the economy - with a U.S. retail sales

Investors zero in on health of consumer with retail sales, earnings
Economy

Surging Treasury yields upend stock market's "bond proxies"

Soaring Treasury yields have stunned the U.S. equity market in recent weeks, with some of the worst fallout hitting a group of stocks expected to have bond-like

Surging Treasury yields upend stock market's "bond proxies"
Business|Economy|Technology

Nvidia's stunning gains increasingly power Wall Street's record run

A rally that has propelled U.S. equities to record highs increasingly rests on red-hot chipmaker Nvidia and a handful of other giant stocks, reviving concerns

Nvidia's stunning gains increasingly power Wall Street's record run
Business|Economy|Technology

Earnings from AI-heavyweight Nvidia to test US stocks’ record run

Earnings from semiconductor bellwether Nvidia on Wednesday are set to provide the latest test for a U.S. stock market rally that has taken indexes to record

Earnings from AI-heavyweight Nvidia to test US stocks’ record run
Economy|News

Hopes for 'soft landing' at stake as investors await US inflation data

Investors’ newfound optimism on the U.S. economy faces an important test on Wednesday, with consumer price data set to show whether the soft landing hopes that

Hopes for 'soft landing' at stake as investors await US inflation data

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