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Bank of America forecasts April jobs report to show 80,000 new positions
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Goldman Sachs sees US stocks edge lower on oil price surge
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Canaccord sees stock resilience amid inflation and rate concerns
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TD Cowen: TrumpIRA.gov may have limited appeal for fund companies
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Morgan Stanley Expects Fed to Hold Rates Until Early 2027
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Iran Supreme Leader Sees 'New Chapter' in Gulf and SoH Post 'America's humiliating defeat'
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Goldman Sachs recaps Warsh defense of Fed independence at Senate hearing
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Morgan Stanley sees limited market impact from November midterm elections
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Pakistan Confident It Can Get Iran To Attend Talks With US - Reuters
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VIX drops to pre-war levels following Iran ceasefire
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Barclays: 'Fresh alternative indicators for March continue to point to solid gains in consumer spending'
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Raymond James Believes White House Has Not Made Decision on How to Proceed with Iran, Sees War Lasting to Mid-April
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Jefferies: 'Western media has continued...to describe the Strait of Hormuz as closed...it is only closed to all container and tanker traffic'
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Aletheia Tactical Alpha Strategist: 'The correction is becoming mature'
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Elevated volatility points to further downside for stocks, Wolfe warns
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HSBC: 'We are now max OW equities and fade the moves from the last few days – prefer Asia & Europe the most, US the least'
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Trump Says Venezuela Cooperating, Cancels Further Attack Wave
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Atlanta Fed GDPNow Estimating 5.4pct GDP Growth for Q4 2025
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BEA: GDP Q3 2025 (Third Estimate) to Be Released Jan 22
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Hassett: President Will Make Fed Chair Choice in One or Two Weeks
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Morgan Stanley: 'It's beginning to look a lot like a rate cut', 'We now expect a 25bp cut at the Dec Fed meeting'
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Fed's Waller: Supports 1/4 Point FFR Cut at Dec 9-10 Meeting
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Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'
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FOMC Lowers Target Rate Range 25bps to 400-425bps
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BofA: 'we expect significant divisions within the FOMC at the Sep meeting'
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Raymond James: 'Small cap value is the only style box meaningfully below its long-term P/E average'
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Raymond James: 'A new short-term (1-3 week) corrective phase is underway'
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Goldman: 'Despite the stabilization in US rates following last week’s rally, we still see attractive risk/reward to being long the front-end of the US curve'
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Goldman Trading Desk: 'Our Speculative Trading Indicator has increased sharply during the last few months', 'increased risk appetite within the equity market'
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Citi on CPI: 'should keep Fed officials confidently on track to resume policy rate reductions in September'
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Citi: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'
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Jefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'
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Morgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'
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BOFA: 'June US CPI preview: A little bit firmer'
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Citi: FOMC Minutes keep September rate cut likely
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Goldman's Hatzius: 'We are pulling forward our forecast for the next cut to September'
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Citi: 'the President still has several options under US trade law to reimpose tariffs'
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Goldman Says Trump Admin Could Reinstate Tariffs, Lists Other Authorities Trump Could Use to Impose Tariffs
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JPM: 'the Committee still largely saw actual weakness as a future possibility as opposed to something that is evident in the hard data already'
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JPM Delta One Desk: 'CTAs are likely moderately long across most global equity markets'
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JPMorgan on SP500: 'reiterating the tactical bullish view', 'We think higher'
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JPM on Moody's Downgrade of US Paper: 'The direct impact from the downgrade should be rather modest'
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JPM: 'we no longer forecast a recession and have upgraded growth forecasts for much of the world'
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Citi Rates Strategist on Moody's Action: 'We do not expect this downgrade to have a significant impact on foreign demand'
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Citi on Uni. of Mich. Sentiment: 'consumer sentiment measures have been weak, but it still remains to be seen if this will be reflected in consumers actually pulling back spending in coming months'
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JPMorgan's (JPM) Dimon: Volatility Will Come Down
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Goldman: 'raising our 2025 growth forecast by 0.5pp to 1% Q4/Q4 and reducing our 12-month recession odds to 35%'
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JPMorgan on the US: 'Productivity growth returning to pre-COVID levels'
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Evercore: 'U.S. Economy Showing Some Resilience'
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U.S. is making 'lots and lots' of money on tariffs, but is it enough?
