Likelihood of a soft landing for the US economy sparked a market frenzy.
The firm's rally continues seemingly unabated.
Markets expect a hold, but this week's CPI data adds complication.
The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.
Scott Rubner says that investors should add portfolio hedges.
Strategist Michael Wilson sees volatility during December.
But not all of the bank's strategists are optimistic about next year's big stories.
Weak China data has added to growing pessimism.
Markets are becoming more convinced the Fed will cut rates in 2024.
Fixed income will be a strong asset class in 2024 amid economic challenges and overvalued equities.
‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.
Traders are betting that CPI eased in October which should mean rates have peaked.
Minneapolis Fed chair raises doubts but what will Jerome Powell say this week?
It's the first time since August that Ark Investment Management has sold the streamer's stock.
Companies that do not make progress in net zero transition set to suffer.
It's the longest run of selling since China's Covid lockdowns last year.
Bearish outlook comes as index narrowly misses a technical correction.
“If everyone's running for the hills, it's got to be the most overwhelming contrarian trade of the year,” a fund manager says.
Strategist Michael Hartnett sees a 'contrarian buy signal.'
