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The Federal Reserve meeting starts today. Here’s what analysts are expecting
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Harris and Her VP Pick Will Tour Battleground States Next Week - Reuters
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US July Consumer Confidence 100.3 vs 99.7 Estimate
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US June Job Openings 8.184M vs 8.000M Estimate
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Last week saw a third week of equity selling - BofA
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S&P CoreLogic Case-Shiller 20-City Indx Up 6.8% Y/Y vs 6.6% Estimate
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Politics heats up, the economy cools down: UBS
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Global S&P Futures mixed in premarket
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Tech valuations have become attractive again: UBS
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RBC: US equity flows remain strong, on guard for end to pullback
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Dallas Fed Manf. Activity -17.5 vs -14.2 Expected
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BTIG: Market correction has more room to run
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Morgan Stanley: Get comfortable with election outcome uncertainty
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Momentum traders still long S&P 500 and NASDAQ 100 'could be gradual sellers now': BofA
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Global S&P Futures mixed in premarket
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Morgan Stanley sees little support for broad rotation into cyclical stocks
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Which sectors would win under a clean Republican sweep in the US election?
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What would Trump 2.0 mean for inflation, energy policy and trade
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What's next for equities? UBS weighs in
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How can investors deal with geopolitical risks? UBS answers
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Kansas City Fed Services Activity -4 vs 2 Prior
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U of M 1 Yr Inflation (Jul F) 2.9% vs 2.9% Prior, 5-10 yr 3% vs 2.9% Prior
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U of M Sentiment (Jul F) 66.4 vs 66.4 Expected
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PCE inflation slips to 2.5% in June - BEA
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PCE Price Index (Jun MoM) 0.1% vs 0.1% Expected, Core 0.2% vs 0.2%
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Personal Income (Jun) 0.2% vs 0.4% Expected, Spending 0.3% vs 0.3%
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Barclays on earnings season so far: Not impressive, but not a disaster either
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Doesn't matter who wins election, Fed will start cutting rates in September and proceed into 2025: Citi
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Global S&P Futures mixed in premarket
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Wells Fargo urges investors to 'position for the economy, not the election'
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Kansas City Fed Manf. -13 vs -5 Expected
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Barclays: Several signs pointing to a short squeeze in markets
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Despite market pullback earnings still likely to support confidence: UBS
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Durable Goods (Jun P) -6.6% vs 0.3% Expected, Ex-Trans 0.5% vs 0.2%
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Core PCE QoQ (2Q A) 2.9% vs 2.7% Expected
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GDP Annualized QoQ (2Q A) 2.8% vs 2% Expected
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Initial Jobless Claims 235K vs 238K Expected
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Bets on a double Fed rate cut in September surge
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Global S&P Futures mixed in premarket
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S&P 500 Falls 2.3% In Biggest Decline Since December 2022 - Bloomberg
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New Home Sales (Jun) 617K vs 640K Expected
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S&P Global US Manufacturing PMI (Jul P) 49.5 vs 51.6 Expected
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Advance Goods Trade Balance (Jun) -$96.8B vs -$98.7B Expected
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Wholesale Inventories (Jun P) 0.2% vs 0.5% Expected
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MBA Mortgage Applications -2.2% vs 3.9% Prior
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BofA: S&P 500's summer rally hits a wall at 5600s
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Nvidia revenue can 10x to $1 trillion by 2030, says Fundstrat’s Lee
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Global S&P Futures down in premarket
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Harris Leads Trump 44% to 42% in US Presidential Race - Reuters/Ipsos Poll
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Biden Speech on Withdrawing From Race Set for Wednesday - WaPo

