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Equities

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Topic

Why has Cathie Wood changed direction on Tesla?

Ark funds are buying again after three months of divesting EV firm's stock.

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Worst start to a year in decades as stocks, bonds drop

Overbought conditions and high sentiment may lead to reversal of Q4 rally.

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Citi strategists see near-term risk in European stocks

Bulls have been piling in but earnings season will be crucial.

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Bob Doll’s predictions for 2024: A year of risk and ‘landing the plane’

Forecast has echoes of CIO's thoughts going into 2023.

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New Year, same old concerns as markets open

China data and oil among key issues making traders cautious.

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Equity bulls show highest sentiment in 30 months, says AAII

Meanwhile, pessimism is unusually low according to investor poll.

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Japanese equities have outperformed, but is the rally at risk?

There are some significant hurdles facing the assets early in 2024.

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US is ‘leading the way’ into 2024, BofA says

BofA execs discuss market timing and the outlook for US growth next year at a roundtable.

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Equities heading to fifth weekly gain following Fed comments

Likelihood of a soft landing for the US economy sparked a market frenzy.

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Apple’s market value almost as big as France’s stock market

The firm's rally continues seemingly unabated.

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Stocks stable ahead of Fed’s rate decision

Markets expect a hold, but this week's CPI data adds complication.

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Rising bonds could mean equities fall in early 2024, says BofA

The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.

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Goldman strategist says stock rally is now ‘out of gas’

Scott Rubner says that investors should add portfolio hedges.

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Tough month for stocks? Morgan Stanley bear says so

Strategist Michael Wilson sees volatility during December.

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S&P 500 to reach record high of 5,000 in 2024, BofA predicts

But not all of the bank's strategists are optimistic about next year's big stories.

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Stocks decline on long-term growth prospects

Weak China data has added to growing pessimism.

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Stocks gain, bond yields fall as rate-cut bets intensify

Markets are becoming more convinced the Fed will cut rates in 2024.

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Bonds have ‘rarely been more compelling than equities,’ Pimco says

Fixed income will be a strong asset class in 2024 amid economic challenges and overvalued equities.

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CPI surprise boosts hopes Fed hiking cycle is over

‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.

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Stocks rise as markets await US inflation report

Traders are betting that CPI eased in October which should mean rates have peaked.