ADVFN US – Market Content Editor

Bank of America is sticking to its cautious view on Brent crude prices for the second half of 2025, anticipating an average of $63.50 per barrel and warning that prices could temporarily fall below the $60 mark. The bank expects an average oversupply of about 890,000 barrels per day from July 2025 through June 2026,…

The U.S. economy may experience a stretch of robust job growth paired with lingering underlying inflation in the months ahead, according to Wolfe Research analysts. In a recent note, the team led by Chris Senyek suggested that if this outlook materializes, the Federal Reserve would likely maintain its current interest rate range of 4.25% to…

Advanced Micro Devices (NASDAQ:AMD) and ARM-based processors are steadily gaining market share from Intel (NASDAQ:INTC) across multiple segments, according to a Bank of America analysis covering Q2 2025. In the PC market, total CPU shipments rose 1% sequentially and 6% year-over-year following a seasonally slow start to the year. Intel’s shipments grew 2% quarter-over-quarter, while…

Global oil production is projected to expand more than anticipated in 2025, according to the International Energy Agency (IEA), following a decision by key producers to boost output. In its latest monthly report, the Paris-based organization raised its outlook for world oil supply to 2.5 million barrels per day (bpd) in 2025, up from an…

Retail investors have recently increased their activity in S&P 500 and Nasdaq 100 stocks, broadening their focus from speculative meme stocks to more established large-cap companies, according to Goldman Sachs. Analysis from Goldman’s electronic trading desk indicates that among the 25 most-traded stocks by retail investors are familiar names like Palantir (NASDAQ:PLTR), AMD (NASDAQ:AMD), and…

Investors in retail companies will likely keep pricing strategies under close scrutiny in the coming months, as markets evaluate whether sweeping U.S. tariffs are affecting consumer spending, according to UBS analysts. In a note led by Michael Lasser, the analysts said that recent inflation data suggest the impact of the tariffs has been “minimal,” despite…

The second-quarter 2025 earnings season is nearing its conclusion, and Wolfe Research analysts describe results as “very solid.” As of Monday, 452 S&P 500 companies had reported earnings, with “69% of companies beating expectations on the top-line with an aggregate dollar-weighted surprise of +2.8%,” according to Wolfe Research. On the bottom line, “80% of companies…

Bank of America (BofA) reported Tuesday that the momentum in e-commerce sales persisted through July, with aggregated credit and debit card data showing total online spending up 7% year over year — matching June’s growth rate. In its research note, the bank highlighted that in-store sales slipped 1% during the same period, lifting online market…