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Wall Street faces record $8.3 trillion options expiration Thursday
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Analyst draws dot-com parallels as AI trade narrows market leadership
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Stretched S&P 500 valuations may point to late-stage AI boom, strategist says
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Barclays studies how the S&P 500 reacts when easing cycles reverse
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Market pullback masks improving breadth, Tamarisk portfolio manager says
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Morgan Stanley’s Wilson calls Friday U.S. selloff a "healthy reset"
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Further ~2% downside in Nasdaq could trigger broader CTA unwinds, BofA warns
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Citi warns global stock markets are the frothiest since 2008
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Equity returns likely to moderate, but dips remain buying opportunities: GS
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HSBC stays aggressive on stocks, asks what could turn it bearish
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UBS now expects the Fed’s next rate cut to take place in September
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Investors move back to cash in 2022-style shift, JPM says
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Why markets haven't seen a 2022-style shock yet
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UBS remains confident in U.S. stocks, sees S&P 500 hitting 7,700
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S&P 500 at 6,000? BTIG's Krinsky says odds are 'decent'
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Trump says it won't be too long before ships can go through the Strait of Hormuz
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CTAs dump 75% of equities as Middle East conflict escalates, UBS says
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Capitulation in stocks requires wider credit spreads, Raymond James says
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Stock market correction close to its ending stages, Morgan Stanley's Wilson says
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Stocks may start to discount the possibility that the war won't be short, Yardeni
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Elevated volatility points to further downside for stocks, Wolfe warns
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S&P 500: Morgan Stanley says 'we're closer to the end of this rolling correction'
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Trump: no Iran deal except unconditional surrender
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U.S. nonfarm payroll employment unexpectedly falls in February
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BofA breaks down economic risks for the U.S. from the Iran conflict
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Why 'Sell America' is currently on hold
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How markets behave in wars: JPMorgan looks to Ukraine 2022
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Wolfe warns S&P 500 may drop to as low as 6500 before staging another rally
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Bessent says 15% tariff rate likely to take effect this week
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AI selloff may remain unstoppable near term, Barclays says
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U.S. economy adds 130,000 jobs in January, exceeding expectations
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Would a stock market crash trigger a global recession? Here's what CE says
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Trump warns of 'big armada' heading to Iran; Hopes force won't be used
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Goldman's Risk Appetite Indicator at highest levels since 2021
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Barclays: Greenland crisis shows Trump ’has little tolerance for market stress’
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U.S. seeks Cuba regime change by year-end, Journal reports
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BCA Research looks at potential "black swan" events facing markets in 2026
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Trump speaks in Davos, highlighting growth and low inflation
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Citadel's Griffin warns Trump tariffs drive inflation higher
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Ray Dalio warns of 'capital wars' as global investors may shun US debt
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Markets react as Trump moves to keep Kevin Hassett at NEC, not Federal Reserve
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BofA warns Powell probe could complicate the case for Fed rate cuts
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Hedge funds post biggest annual gain since 2009
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'Sell America' trade is back on as Powell subpoena rattles markets
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JPMorgan outlines ten strategic themes that could shape the outlook for 2026
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Technical strategist explains how S&P 500 could hit 7,300 in early 2026
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Why Kevin Hassett as Fed Chair isn't automatically bullish
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Bank of America turns cautious on U.S. stocks, sees 'modest returns' in 2026
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Stocks are in the pullback mode. Here's how hedge funds are reacting
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Barclays says these three themes now worrying investors

