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International travel demand: Taking off or landing?
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Which themes to buy and which ones to sell, according to Morgan Stanley
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The business cycle should influence markets more than the election: Morgan Stanley
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U of M 1 Yr Inflation (Aug F) 2.8 % vs 2.9% Prior/Expected, 5-10 yr 3% vs 3% Prior/Expected
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U of M Sentiment (Aug F ) 67.9 vs 68.1 Expected
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MNI Chicago PMI (Aug) 46.1 vs 44.8 Expected
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A lot of noise but AI theme remains intact: Barclays
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PCE Price Index (Jul MoM) 0.2% vs 0.2% Expected, Core 0.2% vs 0.2%
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Personal Income (Jul) 0.3% vs 0.2% Expected, Spending 0.5% vs 0.5%
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What are active managers buying?
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BCA sees S&P 500 'meaningfully lower 6-to-12 months from today'
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BofA: BoJ policy shift, resilient credit markets have 'cut hard landing fears'
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How do US elections affect the S&P 500 performance?
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Global S&P Futures mixed in premarket, Nikkei mixed, DAX mixed, WTI Crude oil recently at $76, natural gas mixed, gold at $2558
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S&P 500, Nasdaq Quickly Erase Gains
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Moran Stanley downgrades European energy, auto sectors; upgrades real estate
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Fitch Affirms the US at 'AA+'; Outlook Stable
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Rate cuts plus soft landing should see bank stocks outperform, says Wells Fargo
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Pending Home Sales -5.5% vs 0.2% Expected
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Wholesale Inventories (Jul P) 0.3% vs 0.3% Expected
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Core PCE QoQ (2Q S) 2.8% vs 2.9% Expected
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GDP Annualized QoQ (2Q S) 3% vs 2.8% Expected
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Initial Jobless Claims 231K vs 232K Expected
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U.S. Sees 'Limited' Opportunity for Talks with China on Nuclear Arms - Reuters
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Harris Leads Trump 45%-41% in Latest Reuters/ipsos Poll - Reuters
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Global S&P Futures mixed in premarket
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Luxury revenues were flat in 2Q, slowest growth in 15 quarters: BofA
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MBA Mortgage Applications 0.5% vs -10.1% Prior
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Global S&P Futures mixed in premarket
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Florida Economy Set to Outpace U.S.- Wells Fargo
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Consumer confidence improved in August- Wells Fargo
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Conf. Board Consumer Confidence (Aug) 103.3 vs 100.8 Expected
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Richmond Fed Manf. Index (Aug) -19 vs -14 Expected
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S&P CoreLogic CS 20-City Index (Jun MoM) 0.42% vs 0.3% Expected; (YoY) 6.47% vs 6.14%
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FHFA House Price Index (Jun) -0.1% vs 0.1% Expected
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Where has US election risk premia popped up? UBS weighs in
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Watch out for weaker seasonality in September, BofA says
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Global S&P Futures mixed in premarket
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BofA clients sold equities for the first time in three weeks
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'We continue to expect 25bps rate cuts at each of the remaining three FOMC meetings this year': DB
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Daly Says Have To Prevent Injuring The Labor Market - Bloomberg
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Fed's Daly: Time to Adjust Policy is Upon Us, Hard To Imagine Anything Could Derail Sept Rate Cut
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Be careful with stocks and bonds as dollar could bounce here: BTIG
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Dallas Fed Manf. Activity -9.7 vs -16.3 Expected
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Nasdaq Falls Ahead of NVIDIA (NVDA) Results Wednesday, Down 0.8%
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Durable Goods (Jul P) 9.9% vs 5% Expected, Ex-Trans -0.2% vs -0.1%
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Global S&P Futures mixed in premarket
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Global equity markets boosted by prospect of Fed cuts, healthy earnings
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Mutual fund performance has weakened YTD, hedge funds remain solid: Goldman Sachs
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UBS explains why you should invest in family businesses

