Big Tech Gets a Boost From New Tax Law as Markets Shrug Off Tariff Jitter Investors may be uneasy over the latest tariff headlines, but history suggests that fear might be misplaced — especially with the S&P 500 sitting just 0.3% off all-time highs. According to UBS, when the index...
HSBC: Market Earnings Forecasts Are Too Pessimistic Ahead of Q2 Season With second-quarter earnings season about to begin, HSBC says the market is underestimating corporate performance — setting the stage for positive surprises. Despite recent shifts in U.S. trade policy, HSBC strategists, led by chief multi-asset strategist Max Kettner, believe...
JPMorgan: Foreign Investors Will Return as Retail Buyers Fuel U.S. Stock Rally Retail investors have played a major role in powering this year’s market gains — and JPMorgan believes they’re about to take the lead again. In a new report, strategist Nikolaos Panigirtzoglou and his team forecast a massive $500...
OPEC+ Output ‘Superhike’ Sparks Unexpected Oil Price Rally Oil prices surged to their highest levels in two weeks on Tuesday—despite OPEC+ announcing a sizable increase in supply next month. The oil alliance, made up of OPEC and its partners, revealed over the weekend that it plans to boost production by...
Goldman Sachs Forecasts 11% Stock Market Gain Despite Trade Risks Even as the White House once again delays tariff decisions, Goldman Sachs remains confident in the market’s upside potential. In their latest outlook, strategists led by David Kostin now project the S&P 500 will rise 11% over the next 12...
Stocks May Face Headwinds as Valuations Stretch and Trade Tensions Reignite U.S. equities entered the Independence Day break at record highs—but the road up has been anything but smooth. Julian Emanuel, strategist at Evercore ISI, likens the market’s 2025 ride to a rollercoaster: thrilling, volatile, and now teetering at a...
