ADVFN US – Market Content Editor

Evercore said third-quarter capital markets indicators are tracking below expectations, with the firm anticipating investment banking and trading guidance from banks to come in below consensus estimates. In its August 2026 Capital Markets Monthly report, Evercore said investment banking volumes declined 6% year over year in July as lower debt capital markets activity offset increases…

Bank of America strategist Michael Hartnett said investors should maintain long positions in commodities and gold as policy intervention seeks to limit increases in bond yields and support financial markets. “Policy panic [is] working,” Hartnett and his team wrote, citing the appreciation of the Japanese yen as evidence of efforts to defend market thresholds including…

Piper Sandler raised its second-half 2026 Brent crude price forecast by $10 per barrel to $90/b, citing continued constraints on Middle East oil supplies and reductions in Russian refining capacity. The firm said the developments have tightened the global oil balance more than it expected when setting its previous forecast in July. Piper Sandler described…

Barclays strategists recommend reducing some equity risk exposure heading into September, citing seasonal market patterns, moderating economic activity and renewed pressure from interest rates and energy prices, while maintaining a constructive medium-term outlook for equities. Strategist Emmanuel Cau said market conditions have become more volatile following the comparatively calmer summer period. “Less beta and more…

Equity markets have become more sensitive to changes in interest rates and energy prices, with upcoming central bank decisions and oil-market developments expected to remain important factors during September, according to Barclays strategists. Oil prices have moved higher amid the continuing U.S.-Iran standoff, while European natural gas prices have reached their highest levels since early…