Equities subdued after strong week, investors assess Fed rate path

Go back to Equities subdued after strong week, investors assess Fed rate path

Oppenheimer: Market top may not develop until 2025

March 25, 2024 1:55 PM EDT

Oppenheimer analysts said in a wide-ranging research note this week that a market top may not develop until 2025.

In the note, the brokerage and investment bank assessed the macro similarities to the 1987 to 1990 bull cycle that developed against central bank tightening.

"The takeaway is that the first... More

Citi says Fed will cut by 125bp this year on waning labor market strength

March 25, 2024 8:35 AM EDT

Citi analysts said in a recent note that they believe the weakening in labor market data will lead to 125bp of cuts this year.

Following the dovish FOMC meeting, Citi said it increased their confidence that Fed officials were prepared to begin reducing policy rates in... More