Category: Latest News
-
Gold Prices Remain Near Record Levels Ahead of Fed Meeting
Gold prices held close to record levels in Asian trading on Monday, extending gains for a fourth consecutive week amid rising expectations that the U.S. Federal Reserve will lower interest rates later this week. Spot gold inched up 0.1% to $3,645.03 per ounce by 01:29 ET (05:29 GMT), remaining near last week’s all-time high of…
-
Oil Prices Rise Amid Russia Supply Concerns and Upcoming Fed Meeting
Oil prices edged higher in Asian trading on Monday, continuing the modest gains seen last week as investors weighed the impact of potential disruptions to Russian oil supplies following Ukrainian drone attacks on Moscow’s energy infrastructure. Market focus this week is also firmly on the U.S. Federal Reserve, which is widely expected to cut interest…
-
S&P 500 buyback momentum slows after record H1 pace, Goldman Sachs says
Share repurchases by S&P 500 companies have lost momentum following a record-setting first half of 2025, according to analysts at Goldman Sachs. In a client note, the bank highlighted that S&P 500 firms bought back nearly $550 billion of their own shares during the first six months of the year. However, buyback activity stalled in…
-
U.S. Consumer Confidence Slips, Morgan Stanley Survey Finds
Consumer sentiment in the U.S. regarding the broader economy and personal finances has weakened, though worries over tariffs have eased somewhat, according to a Morgan Stanley survey. The study, which polled around 2,000 Americans between August 28 and September 1, showed that 49% of respondents expect the U.S. economy to deteriorate, slightly lower than 50%…
-
Yardeni Research: S&P 500 earnings climbing faster than forecast
Corporate profits in the S&P 500 are outpacing earlier expectations, potentially giving the benchmark index room to extend its rally, analysts at Yardeni Research said in a client note. The team pointed out that forward earnings estimates — which aggregate projections from industry analysts for this year and next — are now aligning with the…
-
Wells Fargo expects five Fed rate cuts by mid-2026
Wells Fargo analysts anticipate the Federal Reserve will start a gradual easing cycle, implementing five interest rate cuts through mid-2026. In a note, the bank projected the Fed would “cut the federal funds rate by 25 bps at each of its next three meetings, pushing the target range down to 3.50%-3.75% by year-end.” The analysts…
-
KeyBanc Predicts Further Gains for Chip Stocks in 2025
Chip stocks may continue their upward trajectory next year, according to KeyBanc Capital Markets, which points to strong earnings momentum and steady demand across the semiconductor industry. In its latest quarterly semiconductor cycle review, KeyBanc forecasted “30-40% further upside to SOX valuations given historical trough-to-peak analysis mainly driven by further upward revisions in EPS as…
-
U.S. Stocks Close Mixed Ahead Of Next Week’s Fed Meeting
After moving in opposite directions early in the session, the major U.S. stocks indexes continued to turn in a mixed performance throughout the trading day on Friday. While the tech-heavy Nasdaq climbed to a new record closing high, the Dow moved back to the downside. The Nasdaq ended the session off its best levels of…
-
Barclays Sees “Increasingly Bifurcated” Stock Outlook for Remainder of 2025
Global stock performance is expected to diverge more sharply over the rest of 2025, according to Barclays analysts. In a client note, the bank highlighted that while sectors such as technology and financials have lagged the broader S&P 500 this year, these areas may benefit from “idiosyncratic” tailwinds, including rising enthusiasm for artificial intelligence, potential…
-
Why investors are rotating from tech to small caps
A softer-than-expected U.S. jobs report and declining bond yields are creating conditions for a shift from megacap growth stocks to smaller-cap equities, according to Raymond James. The firm pointed out that “10-year yields [were] down a whopping 15 bp on a very weak jobs print in August and a revision to June jobs that took…