ADVFN US – Market Content Editor

U.S. President Donald Trump’s administration and AstraZeneca (NASDAQ:AZN) announced Friday that they have finalized a deal for the U.K.-based drugmaker to lower the cost of its medicines in the United States. This accord mirrors a similar pricing arrangement reached late last month with Pfizer (NYSE:PFE). As part of the deal, AstraZeneca will provide its drugs…

Stellantis N.V. (NYSE:STLA) has decided to take additional time to finalize its upcoming industrial strategy. The automaker, led by Antonio Filosa, has postponed the release of its new plan to the first half of 2026, shifting the original deadline from the first quarter to June 30. The three-month delay aims to ensure the strategic plan…

Gold prices could climb above $4,400 per ounce during the first half of 2026, according to Bart Melek, head of commodity strategy at TD Securities. Melek’s forecast comes amid expectations that the Federal Reserve will shift toward a more accommodative monetary policy as inflation continues to rise. At the same time, central banks and institutional…

Jamie Dimon, CEO of JPMorgan Chase & Co., has cautioned that U.S. equities could face a “serious fall” within the next six months to two years, pointing to rising geopolitical and economic uncertainties. In an interview with the BBC, Dimon said he was “far more worried than others” about the potential for a major decline…

Gold surged past the $4,000 per ounce level for the first time on Wednesday, extending its impressive year-to-date rally to more than 50%. UBS Chief Investment Officer Mark Haefele advised investors to keep a “mid-single-digit percentage allocation to gold,” emphasizing the metal’s role as a reliable hedge against inflation and broader market uncertainty. UBS expects…

Analysts at Macquarie said the current market climate highlights a growing divide between optimism over artificial intelligence (AI) and caution surrounding global political and economic risks. In their latest Market Pulse note, the firm wrote, “Optimists buy tech, pessimists buy gold, hedgers buy both.” Macquarie described the simultaneous rallies in AI-related equities and gold as…

Macro hedge funds have scaled back their negative exposure to the equity market in recent months, according to strategists at JPMorgan. In a research note, a team led by Nikolaos Panigirtzoglou highlighted that speculative long positions in U.S. equity futures are now sitting close to their long-term median. This suggests that hedge funds’ positioning in…

Bank of America (BofA) reported that investors pulled significant funds out of U.S. equities last week, marking the largest equity ETF outflows since January 2024, as sentiment showed clear signs of “large-cap fatigue.” According to BofA, clients were “net sellers of U.S. equities for the 4th straight week,” with “sales of both single stocks (-$0.8bn)…

Morgan Stanley expects copper prices to remain strong well into 2026, supported by persistent supply disruptions and a softening U.S. dollar that are tightening global market conditions. In a note to investors on Wednesday, the bank said that “a weakening dollar and supply disruptions at major copper producers are pushing metal prices higher,” leading analysts…