Using the U.S.-China trade truce as a reason to dive into equities failed miserably 10 months ago and is unlikely to work now, according to Morgan Stanley strategists led by Mike Wilson.
Investors haven’t been this bearish since the collapse of Lehman Brothers. At least that’s what their positioning is signaling, according to Bank of America Merrill Lynch strategists.
When December arrives and trading is quiet, market strategists come up with their wildest predictions for the year ahead. Disclaimer: they don’t actually expect all of them to be right.
As global tensions escalate and signs of a slowdown mount, more investors are turning to gold. Worldwide holdings in bullion-backed exchange-traded funds have expanded for 17 days in a row, the longest run of inflows since 2009.
Banks may be set for a harder time in the next few years as they face slowing earnings-per-share growth and mounting concern about tax hikes and tighter regulation if Democrats win in 2020, analysts say.
Some of the highest valuations in years can’t keep exchange-traded fund investors from hunkering down in the safest pockets of the U.S. equity market.
It’s too early to bid farewell to the decade-long equity bull market as stocks are still providing healthy returns for investors, according to Goldman Sachs Group Inc.
U.S. hiring missed projections in September and wage gains cooled, offering a warning that the record-long expansion is poised for further slowing even as the jobless rate fell to a half-century low.
A disappointing report on activity in the largest swathe of the U.S. economy drove heavy buying in Treasuries on Thursday, as investors added to wagers on more action from the Federal Reserve to avert a recession.
Goldman Sachs Group Inc.’s bets on four companies delighted investors a quarter ago. This time around, they’re inflicting about $260 million of pain.