ADVFN US – Market Content Editor
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HSBC Raises 2026 S&P 500 Target to 8,100 on Earnings Outlook
HSBC raised its year-end 2026 target for the S&P 500 to 8,100 from 7,650, citing corporate earnings that have exceeded its previous expectations. Strategist Nicole Inui said the revision was driven mainly by earnings. First-half 2026 earnings-per-share growth was close to 40%, while HSBC expects growth of more than 25% during the second half. The…
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Citi Says Global Equity Flows Weaken as Investor Positioning Remains Relatively Stable
Global equity flows have weakened while overall investor positioning has remained relatively stable, according to Citi’s latest positioning analysis. Citi strategists said U.S. positioning remains modestly bullish, although declining gross exposure indicates reduced investor participation. European markets recorded a more pronounced deterioration in flows, while bearish positioning increased in Asian markets, particularly the KOSPI and…
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UBS Expects Two Fed Rate Hikes by End of 2026 After Warsh Speech and Jobs Data
UBS analysts expect the Federal Reserve to raise interest rates twice before the end of 2026, citing comments from Fed Chair Kevin Warsh and recent U.S. employment data. Analysts including Jonathan Pingle and Abigail Watt said Warsh’s remarks at the Federal Reserve’s Jackson Hole event supported the case for higher interest rates. Warsh said policymakers…
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Barclays Raises 2026 S&P 500 Target to 7,950 After Second-Quarter Earnings
Barclays raised its year-end 2026 S&P 500 price target to 7,950 from 7,800 following second-quarter corporate earnings, while maintaining its 2027 target at 8,800. The bank also increased its fiscal 2026 earnings-per-share estimate to $365 from $337 and its fiscal 2027 forecast to $414 from $389. Barclays’ base case assumes S&P 500 EPS growth of…
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HSBC Strategist Outlines Factors Supporting Risk Assets Despite Market Shocks
HSBC strategist Max Kettner outlined a series of factors that he said have helped risk assets remain resilient despite economic, financial and geopolitical pressures since 2022. In a note published Tuesday, Kettner pointed to a range of potential market setbacks over the period, including higher inflation and interest rates, the U.S. regional banking crisis, tariffs,…
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d OECD commercial oil inventories have “barely drawn since the war began,” reflecting a smaller-than-expected supply deficit and the concentration of inventory declines in strategic reserves, oil stored on water and China.
Goldman also assumes that Middle East oil supplies will continue to adapt, with production gradually recovering during the second half of 2027 as pipelines become operational. The strategists said low visible global oil inventories and low OECD strategic reserve levels do not necessarily indicate an imminent increase in prices. When visible global inventories reached an…
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JPMorgan Says Rising Bond Yields Unlikely to Derail Equities as Earnings Momentum Continues
JPMorgan analysts said higher government borrowing costs and inflation remain risks, but continued corporate earnings growth could support equity markets if inflation expectations remain anchored. Key Investor Takeaways Why Equity Markets Are in Focus Government bond yields have moved close to multi-decade highs as investors assess persistent inflation, higher interest rates and mounting sovereign debt.…
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Wall Street Snaps Four-Day Slide as Falling Oil and Oracle’s AI Beat Lift Stocks
U.S. stocks rallied broadly on Friday, halting a four-session losing streak, as a pullback in oil prices and a strong earnings report from Oracle helped investors look past another warm inflation reading. All three major indexes climbed roughly 1%, with buying spread across technology, industrials and materials. The rebound came at the end of a…
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InvestorsHub Expands Company Research With New Fundamental Data
InvestorsHub is expanding the research available to investors with updated Historical Price and Dividend pages, and the addition of Ownership and Insider Trading tabs, giving users more ways to investigate the companies they follow without moving between multiple platforms. The updates are part of a broader expansion of company data and market intelligence across InvestorsHub…
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Revolve Signs Agreement to Acquire 9.6 MW Horseshoe Bend Wind Project for US$10.48 Million
The acquisition would give Revolve its first operating U.S. power project, with US$7.25 million of project-level debt financing secured from EDC and Vancity. Key Investor Takeaways Why REVVF Stock Is in Focus Revolve has signed definitive agreements to acquire the Horseshoe Bend Wind Project for US$10.48 million, marking a planned entry into operating renewable power…