ADVFN US – Market Content Editor

Rising Tension Between Bonds and Equities Wolfe Research economist Stephanie Roth has adopted a more cautious stance toward risk assets, arguing that the growing disconnect between climbing bond yields and resilient equity markets may become increasingly difficult to maintain. In a client note published over the weekend, Roth said Wolfe Research has also revised its…

Strong earnings growth continues to support global equities Global equity markets are continuing to trade near record highs even as the Strait of Hormuz remains closed and concerns about slowing growth alongside persistent inflation intensify, according to Goldman Sachs. In a note led by strategist Peter Oppenheimer, Goldman said the main force supporting equities is…

RBC Capital Markets has established a 12-month target of 7,900 for the S&P 500, implying potential upside of about 7.7% from levels seen in early May, while warning that shorter-term market setbacks remain possible despite its generally positive outlook. Lori Calvasina, head of U.S. equity strategy at RBC Capital, said the bank does not expect…

Agentic CPUs Expected to Drive Explosive Industry Growth Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand. According to the brokerage, traditional general-purpose CPUs are projected to expand…

Goldman Sachs strategists said the U.S. dollar may be gradually building upward pressure beneath the surface, arguing that a wider energy shock could undermine European growth and drive renewed strength in the greenback. Although the trade-weighted dollar has remained broadly stable in recent months, the bank said that headline performance masks more significant moves underneath…

JPMorgan has reduced its gold price forecasts for 2026, pointing to softer short-term demand conditions, although the bank continues to hold a bullish longer-term outlook and still expects gold to climb toward $6,000 per troy ounce by the end of the year. The bank lowered its 2026 average gold price forecast to $5,243 per ounce…

Hedge funds have been trimming positions in U.S. semiconductor companies following the sector’s outsized gains, choosing to secure profits while still maintaining strong exposure to artificial intelligence investments, according to Goldman Sachs data referenced by Bloomberg on Thursday. Information from Goldman’s prime brokerage unit reportedly indicated that semiconductor and semiconductor equipment stocks were the most…