ADVFN US – Market Content Editor

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…

Despite clear evidence of cooling in the U.S. labor market and broader economy, analysts at BCA Research believe the environment could remain favorable for equities. “The economy is slowing, but not collapsing, and monetary easing is imminent — a backdrop that will benefit equities,” the team noted in a recent report to clients. On Monday,…

The University of Michigan is scheduled to release its preliminary reading on consumer sentiment in the month of September at 10 am ET. The consumer sentiment index is expected to edge down to 58.0 in September after falling to 58.2 in August.