ADVFN US – Market Content Editor

With the U.S. midterm elections now just three months away, Goldman Sachs believes political developments are likely to become a more influential driver of market sentiment, potentially leading to higher volatility in the S&P 500 over the coming months. Strategists led by Ben Snider said historical trends support the expectation that uncertainty surrounding economic policy…

HSBC believes the recent period of volatility across global financial markets has largely passed, with the bank saying a key sell signal in its market sentiment framework has disappeared, reinforcing its positive outlook for equities. In a research note, Chief Multi-Asset Strategist Max Kettner argued that despite several significant market shocks over recent months, global…

Global investor positioning continues to reflect a generally positive outlook, although underlying strength is becoming increasingly concentrated in a smaller number of markets and sectors, according to Citi strategists. The bank said recent market activity suggests investors remain constructive overall, but divergences across regions and asset classes indicate that risks are beginning to build beneath…

Concerns that major technology companies are spending too aggressively on artificial intelligence infrastructure have become the dominant theme influencing AI-related equities, according to HSBC, as investors continue to shift between competing market narratives in 2026. In a recent research note, HSBC analyst Alastair Pinder introduced a proprietary clustering model that tracks how different AI themes…

Mauricio Claver-Carone has left his influential unofficial role shaping U.S. oil policy, business deals and debt restructuring in Venezuela.