ADVFN US – Market Content Editor

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%…

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 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…

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…

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…

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…

Although the global gold industry’s market capitalization has recently surged, it remains below previous highs when compared with the broader equity market and key valuation benchmarks, according to BofA Securities analysts. Data from the S&P/TSX Global Gold Index indicate that the sector’s total market value now slightly exceeds $550 billion. This is nearly double the…

Mike Wilson, Morgan Stanley’s chief U.S. equity strategist, said that last week’s soft payroll figures reinforce his view that the U.S. economy is transitioning from a “rolling recession” toward a “rolling recovery.” “We’re not of the view that a rapid/acute rise in the unemployment rate and/or significantly negative payroll numbers are coming unless we were…

BofA Securities believes that expected interest rate reductions by the Federal Reserve will pave the way for central banks in Latin America’s largest economies to loosen monetary policy in the coming quarters. According to BofA’s U.S. economics team, the Fed is projected to lower rates by a cumulative 125 basis points by the end of…