ADVFN US – Market Content Editor

Bank of America cautioned that recent U.S. policy changes could raise the risk of stagflation, even as global growth remains stable. In a client note, BofA stated: “We remain constructive on US growth, but higher tariffs and immigration restrictions are a recipe for mild stagflation.” The bank projects U.S. economic growth of 1.7% in 2025–26,…

U.S. equities are poised to resume their upward trend, underpinned by a favorable outlook for both economic growth and corporate earnings, according to Steve Chiavarone, deputy chief investment officer at Federated Hermes. “If you cut away the noise and volatility, I’m not going to bet against the US market in an environment where earnings are…

Hedge funds offloaded global equities for the second month in a row this August, with short positions outweighing long purchases at a ratio of 1.2 to 1, according to data from Goldman Sachs’ prime brokerage desk. The selling pressure grew stronger as the month drew to a close. Global equities were net sold in four…

Apple’s (NASDAQ:AAPL) upcoming iPhone 17 lineup may represent more than just an annual refresh, with Evercore ISI suggesting it could mark the beginning of a longer-term pivot in the company’s flagship product strategy. At its September 9 “awe dropping” event, Apple is expected to introduce four models: the Base, Pro, Pro Max, and an all-new…

Employment in the U.S. rose by much less than expected in the month of August, the Labor Department revealed in a closely watched report released on Friday. The report said non-farm payroll employment crept up by 22,000 jobs in August after climbing by an upwardly revised 79,000 jobs in July. Economists had expected employment to…

U.S. firms posted stronger-than-expected results in Q2, though growth remained concentrated in a handful of sectors, Barclays reported. The bank noted earnings climbed 10.6% year-on-year, with sales up 6.1%. A larger-than-usual share of companies exceeded analyst expectations, but misses were penalized heavily, with Barclays observing that “the reaction to misses was among the most extreme…

According to Goldman Sachs, trend-following funds, often referred to as CTAs, added $12.6 billion in U.S. equities during August, bringing their exposure to the highest historical level. The bank’s market flow analysts highlight that these investors are now “maxed out” on their positions. While this does not directly create selling pressure, it implies that support…

The U.S. dollar weakened on Friday against major currencies, trimming its weekly gains as bond markets stabilized and investors awaited the release of critical employment data that could strengthen expectations for a Federal Reserve interest rate cut. Thursday’s report showing higher-than-forecast jobless claims in the U.S. set the stage for the upcoming nonfarm payrolls data.…

Duluth Holdings Inc. (NASDAQ:DLTH), which operates as Duluth Trading Company, reported a notable rebound in its second-quarter 2025 results, highlighting a return to profitability. The lifestyle brand, known for its men’s and women’s workwear, casual apparel, and outdoor gear, posted a net income of $1.3 million for Q2, reversing a net loss of $2.0 million…