
Moody’s Surprises the Market With Bank Downgrades
Post-SVB, most thought all was well with the banking system, but the rating agency sees worrisome weaknesses.
Post-SVB, most thought all was well with the banking system, but the rating agency sees worrisome weaknesses.
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
The Magnificent Seven tech giants will continue to dominate the index, critics say.
An encouraging second quarter, with a star offering, is stoking dormant optimism.
Some strategists say pandemic spending and other factors have severed the historic sequence.
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.
Traders in the beaten-down commodity, an economic bellwether, are taking long positions in its futures.
Over the past three decades, reliance on a handful of big stocks (like we have now) does not end well, according to the CFRA strategist.
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.
The so-called ‘X-date’ could come in June instead of August, say studies by Goldman Sachs and Wrightson ICAP, based on lower-than-estimated federal tax receipts.
Investments in physical assets did better and promise more than fixed income.
February, a bellwether month for the asset class, did not bring any relief, a Nasdaq eVestment study finds.
A slight dip in inflation and new Washington safeguards for lenders seem to have reassured investors, for now.
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.
With an anxiety-prone stock market not showing a lot of lift after last year’s losses, companies are holding off on going public.