ADVFN US – Market Content Editor

Goldman Sachs believes U.S. inflation will remain relatively elevated through the end of 2026 before slowing considerably in 2027 as the impact of artificial intelligence-related pricing distortions and energy-driven inflation gradually fades. Analyst Manuel Abecasis forecasts core Personal Consumption Expenditures (PCE) inflation will reach 3.2% year-over-year by December 2026 before easing to 2.2% by the…

Barclays has increased its year-end target for the S&P 500 to 7,800 from 7,650 and introduced a 2027 target of 8,800, reflecting a more optimistic earnings outlook even as investors face a more challenging market environment in the months ahead. The bank said the outlook for equities remains mixed, with several competing forces influencing sentiment.…

Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process. “The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote.…

History shows that some of the most painful market corrections have been preceded by a familiar belief: the idea that traditional rules no longer apply. Investors often become convinced that a new technological breakthrough has permanently changed the market landscape, only to discover that valuation discipline still matters. As Taylor Swift sings in Hits Different,…

Key Takeaways Silver is approaching the second week since the Federal Reserve’s latest policy decision from a markedly different position than gold. While both precious metals remain influenced by interest rates, inflation expectations and movements in the U.S. dollar, silver carries an additional characteristic that sets it apart: industrial demand. That distinction is becoming increasingly…

If the U.S.-Iran memorandum of understanding remains intact and the Strait of Hormuz reopens as planned, risk assets such as equities, industrial metals and gold may continue to benefit from positive momentum over the coming weeks. In that environment, investors may want to consider using market strength as an opportunity to gradually increase cash holdings…

Key Takeaways Gold’s recent decline has become increasingly difficult for investors to overlook. After climbing to all-time highs earlier this year, the precious metal has undergone a substantial correction, pushing prices into negative territory for the year and prompting a reevaluation of the factors that previously fueled its rally. The downturn has occurred despite ongoing…