StreetInsider.com News Articles

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Investing.com -- US equities reached all-time highs as Citadel's Scott Rubner outlined a more favorable framework for the fourth quarter, citing improved market conditions following September's reset.

Rubner noted that September reduced several market excesses. Positioning declined, leverage decreased, retail activity cooled, systematic strategies sold, and valuations compressed. He described the starting point for the fourth quarter as materially healthier.

Corporate earnings form the core of the bullish case, according to Rubner. The market is shifting focus from macroeconomic factors to individual company performance. Corporate profits stand at record levels, with earnings estimates continuing to rise. Third-quarter earnings per share expectations were

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

The analyst comments "BOTTOM LINE: The core PCE price index rose 0.25% in August, somewhat below expectations, and the year-over-year rate now stands at 3.01%, well below expectations. The downward revision to yearover-year core PCE growth resulting from the methodological changes was larger than we expected and mostly reected a larger revision to the portfolio management component. Based on today’s ination report, we now expect 3.0% growth for core PCE on a Q4/Q4 basis, well below the median FOMC participant's forecast of 3.4%. Coupled with comments from

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Citadel's Rubner sees October turning equity market dynamics

Tue, 29 Sep 2026 09:13:45 -0400

Investing.com - Citadel Securities' Scott Rubner said Monday that equity market dynamics are set to improve as the calendar turns to October, citing the end of quarter-end rebalancing and the start of favorable midterm election seasonality. Rubner noted that positioning remains low and sentiment negative heading into the fourth quarter.

Quarter-end rebalancing concludes Tuesday, September 30, removing what Rubner described as one of the largest sellers of equities as global real money investors and pension funds reduce stock exposure to meet mandated asset allocations. The flow calendar shift coincides with the start of midterm election seasonality on Thursday, October 1, which

Citadel's Rubner sees October turning equity market dynamics

Tue, 29 Sep 2026 09:13:45 -0400

Citadel's Rubner sees October turning equity market dynamics

Tue, 29 Sep 2026 09:13:45 -0400

Citadel's Rubner sees October turning equity market dynamics

Tue, 29 Sep 2026 09:13:45 -0400

SEC plans to scale back Enron-era audit rules

Tue, 29 Sep 2026 07:02:05 -0400

Investing.com -- The Securities and Exchange Commission plans to reduce the number of companies required to have auditors verify their internal financial controls, a move that would scale back protections put in place after Enron's 2001 collapse.

The energy company went from being one of the world's largest firms to bankruptcy in months when its use of questionable accounting practices came to light. The Sarbanes-Oxley law, passed in 2002, required companies to certify they had internal controls to detect financial misconduct. Most companies also needed auditors to sign off on those controls.

The SEC now proposes to exempt most remaining companies from

SEC plans to scale back Enron-era audit rules

Tue, 29 Sep 2026 07:02:05 -0400

The SEC now proposes to exempt most remaining companies from

SEC plans to scale back Enron-era audit rules

Tue, 29 Sep 2026 07:02:05 -0400

The SEC now proposes to exempt most remaining companies from

SEC plans to scale back Enron-era audit rules

Tue, 29 Sep 2026 07:02:05 -0400

The SEC now proposes to exempt most remaining companies from

US Fed Plans To Raise Bank Oversight Thresholds - Reuters

Fri, 25 Sep 2026 06:01:51 -0400

US Fed Plans To Raise Bank Oversight Thresholds - Reuters

Fri, 25 Sep 2026 06:01:51 -0400

US Fed Plans To Raise Bank Oversight Thresholds - Reuters

Fri, 25 Sep 2026 06:01:51 -0400

US Fed Plans To Raise Bank Oversight Thresholds - Reuters

Fri, 25 Sep 2026 06:01:51 -0400

US Fed Plans To Raise Bank Oversight Thresholds - Reuters

30-year Treasury yield hits 5.39%, a 22-year high, after hot PMI data

Thu, 24 Sep 2026 07:10:35 -0400

Investing.com - The 30-year Treasury yield surged to 5.39% on September 23, 2026, its highest level since July 2004, after S&P Global's Flash PMI showed U.S. manufacturing and services activity running far hotter than expected, with inflation embedded in both sectors.

The iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), whose price moves inversely with long-dated yields, is the most direct market expression of this sell-off, carrying essentially the full duration risk of the long end of the curve.

The PMI numbers that ignited the bond market were startling. Manufacturing printed 57.0 against a forecast of 53.6, while services came in at

30-year Treasury yield hits 5.39%, a 22-year high, after hot PMI data

Thu, 24 Sep 2026 07:10:35 -0400

The PMI numbers that ignited the bond market were startling. Manufacturing printed 57.0 against a forecast of 53.6, while services came in at

30-year Treasury yield hits 5.39%, a 22-year high, after hot PMI data

Thu, 24 Sep 2026 07:10:35 -0400

The PMI numbers that ignited the bond market were startling. Manufacturing printed 57.0 against a forecast of 53.6, while services came in at

Bank of America raises US 10-year yield forecast on fiscal concerns

Thu, 24 Sep 2026 06:57:56 -0400

Investing.com - Bank of America has revised its forecast for the US 10-year Treasury yield to 5.0% by year-end, up from its previous estimate of 4.5%, according to a research note released Thursday.

The bank also raised its 2-year yield forecast to 5.0% from 4.5%, slightly above current forward rates. The revisions come as markets face multiple risks including energy concerns related to Iran, fiscal challenges, trade tensions, and artificial intelligence uncertainties ahead of US midterm elections.

Bank of America maintained its EUR-USD forecasts at 1.15 for end-2026 and 1.20 for end-2027, despite making modest revisions to its near-term profile. The bank