Analysts See Near-term Downside Risk for Stocks
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- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Applied Optoelectronics sets up $600M at-the-market stock offering
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- One killed, three injured when man attacks Swedish school with sword
- Morgan Stanley course-corrects their semiconductor equipment outlook on demand
JPMorgan's Kolanovic Says to Shift Allocations from Equities into Commodities
August 8, 2022 5:01 PM EDT
JPMorgan's Kolanovic Says to Shift Allocations from Equities into Commodities
The analyst comments "The impressive US employment report suggests businesses remain in expansion mode despite a number of drags. Given diminishing risks of a more negative shift in behaviour, low positioning in risky assets and widespread negativity in... More
Goldman Likes to Buy Calls on Stocks Which Underperformed S&P 500 in Recent Days (SPY)
August 5, 2022 9:37 AM EDTGoldman Sachs analyst Vishal Vivek comments "The average stock reporting earnings so far this quarter has traded up 0.8% on their earnings day. Investors that bought calls five days ahead of each earnings report have seen +38% average return on premium so far this earnings season. Looking ahead, we recommend buying... More

