StreetInsider.com News Articles

Foreign buying surge may signal trouble ahead for the S&P 500

Wed, 22 Jul 2026 08:34:08 -0400

Investing.com -- Capital Economics Chief Economic Adviser John Higgins said in a note Wednesday that a surge in foreign buying of U.S. equities could be another warning sign for the S&P 500, noting that similar surges preceded the bursting of the dotcom bubble, the global financial crisis, and the 2022 market drawdown.

While foreigners naturally tend to accumulate U.S. financial assets given the country's persistent current account deficit, which has produced net liabilities exceeding $21 trillion as of the end of the first quarter, Capital Economics said the composition of these holdings has shifted meaningfully.

Two decades ago, foreign portfolio

Foreign buying surge may signal trouble ahead for the S&P 500

Wed, 22 Jul 2026 08:34:08 -0400

Two decades ago, foreign portfolio

Foreign buying surge may signal trouble ahead for the S&P 500

Wed, 22 Jul 2026 08:34:08 -0400

Two decades ago, foreign portfolio

Foreign buying surge may signal trouble ahead for the S&P 500

Wed, 22 Jul 2026 08:34:08 -0400

Two decades ago, foreign portfolio

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Investing.com -- Societe Generale told clients in a note Friday that market leadership has rotated from Materials and Staples earlier this year toward Energy, Technology and Healthcare, with the firm maintaining a preference for equal-weight exposure as the broadening trade continues into the second half of 2026.

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Societe Generale sees broadening rally favoring equal-weight strategy in 2H26

Fri, 17 Jul 2026 08:53:00 -0400

Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.

The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the

Goldman sees inflation cooling by 2027 as AI and energy effects fade

Tue, 23 Jun 2026 07:19:21 -0400

Investing.com -- Core PCE inflation is set to remain elevated through the end of 2026 before cooling sharply in 2027 as artificial intelligence-related price pressures and energy passthrough effects dissipate, according to Goldman Sachs.