US stocks' lofty valuations in spotlight as earnings season nears

Go back to US stocks' lofty valuations in spotlight as earnings season nears

Fed's Goolsbee: Undeniable That Many Are Upset With Economy

April 8, 2024 1:45 PM EDT

Fed's Goolsbee: Undeniable That Many Are Upset With Economy, US Economy Was On 'Golden Path' in 2023 - Reuters

... More

Fed's Goolsbee: Economy Remains Strong, Jobs Data Confirms That

April 8, 2024 1:42 PM EDT

Fed's Goolsbee: Economy Remains Strong, Jobs Data Confirms That, Has To Determine How Long To Be Restrictive On Monetary Policy - Reuters

... More

Large cap stocks, quality names to outperform if rates move higher - Morgan Stanley

April 8, 2024 8:23 AM EDT

Morgan Stanley believes large-cap, quality equities will continue to outperform on a relative basis if rates move higher.

The investment bank explained in a note this week that the ~4.35% mark on the 10-year US Treasury yield would be an important technical level to watch for signs that rate... More

Don't chase the rally in stocks - Berenberg

April 8, 2024 8:03 AM EDT

Analysts at Berenberg told investors in a note not to chase equity markets from current levels.

The firm notes that global equities have been strong since the October 2023 lows, with +23% returns to recent highs.

"The 'Goldilocks trade' has played out nicely for equity investors," wrote Berenberg. "Macro... More