ADVFN US – Market Content Editor

Capital Economics has upgraded its long-term forecast for the S&P 500, expecting the benchmark U.S. stock index to climb to 7,000 by the end of 2026, citing a more favorable market environment and a cooling of trade tensions. In a note published Thursday, the firm revised its prior estimates, adjusting its end-2025 target to 6,250,…

Citi’s latest Oil Monitor report highlights increasing geopolitical tensions that are significantly influencing oil markets, with critical uncertainties linked to Iran and Russia developments. “Geopolitics remain pivotal for the next move in oil up to $70 Brent, or down to the $50s,” Citi analysts stated, emphasizing the key role international relations will play in determining…

Gold prices dipped slightly in Asian trading on Monday, trimming some of the gains seen last week after U.S. President Donald Trump backed away from an earlier threat to immediately impose 50% tariffs on imports from the European Union. Despite the pullback, gold’s losses were tempered by ongoing weakness in the U.S. dollar and continued…

Speculation around possible currency agreements has emerged as a key theme in foreign exchange markets, according to Bank of America Securities, while the tailwind from U.S. fiscal policy is fading. With the G7 Finance Ministers convening, expectations are rising for some form of foreign exchange statement—potentially including currency accords—Bank of America analysts noted in a…

In a recent note to investors, Bernstein issued a warning about the U.S. auto industry, advising caution despite strong second-quarter results. The firm highlighted that the apparent Q2 strength is misleading and predicts a slowdown emerging in the latter half of 2025 and extending into 2026. Bernstein characterized the robust Q2 performance as a “mirage,”…

The U.S. dollar has experienced significant weakness throughout much of this year, and UBS anticipates this trend will persist into 2026. The greenback faces structural challenges stemming from slowing U.S. economic growth and ongoing policy uncertainties, according to the bank’s latest analysis. As of 4:30 a.m. ET, the Dollar Index – which measures the dollar…

According to Goldman Sachs’ latest Hedge Fund Trend Monitor, hedge funds significantly trimmed their holdings in major U.S. Big Tech stocks during early 2025, reallocating capital toward Chinese equities. The quarterly report, which analyzed 13-F filings from 684 hedge funds controlling $3.1 trillion in gross equity assets, reveals a clear rotation away from the so-called…