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A new analysis from BCA Research suggests that while tariffs are no longer viewed as the biggest threat to corporate margins, early signs of a weakening labour market are becoming a growing concern for investors. In the report, chief strategist Irene Tunkel wrote that tariffs “are fading in importance as companies successfully mitigate cost pressures…

Contrary to the broader consensus expecting oil prices to hover between $55 and $65 next year, analysts at Barclays are cautioning that Brent crude could instead break above the $85 mark. The bank outlined this view in a recent research note, arguing that markets may be underestimating the risks tied to supply disruptions. Barclays’ outlook…

BCA Research said money markets are showing early signs of strain, though conditions have not reached a level that would qualify as an “emergency,” as the Federal Reserve prepares to shift its balance sheet strategy. The research firm expects the Fed to keep its balance sheet steady beginning next month and maintain that stance through…

Yardeni Research reiterated this week that it still expects the S&P 500 to climb to 7,000 by year-end, even as anxiety mounts over what some fear could become an “AI-led Tech Wreck.” The firm argued that the current wave of pessimism—centered on a potential AI bubble bursting, consumer fatigue, and “cracks in credit markets reminiscent…

Dallas Federal Reserve President Lorie Logan is scheduled to participate in a moderated panel before the “SNB and its Watchers 2025” event at 9 am ET. At 10 am ET, the University of Michigan is due to release its revised reading on consumer sentiment in the month of November. The consumer sentiment index for November…