Wall St ends flat as investors await CPI, earnings

Biden Says Inflation News May Delay Rate Cut - Reuters

Biden Says Inflation News May Delay Rate Cut, We Have A Plan To Deal With Inflation - Reuters

Buy these 2 software stocks as they are 'having the lowest AI uncertainty' - analyst

Analysts at Piper Sandler flagged two software stocks as their highest conviction names in a note Monday, stating they have the lowest artificial intelligence uncertainty.

The firm declared that "relentless rain," is the phrase that sums up sentiment on application software during March and early April.

"Storm clouds tied to a) tepid guidance reaffirming macro headwinds could persist for... More

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

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

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

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

Analysts increasingly bullish on Energy stocks as rally continues

Analysts at BTIG and Oppenheimer noted the recent momentum in energy stocks in memos on Monday, with the firms saying they see further upside ahead.

Oppenheimer stated in its brief note that against a market grind, key action last week included a fresh breakout for... More

European stocks to outperform US over the next 12 months - Goldman

Goldman Sachs forecasts better 12-month returns on STOXX Europe than the S&P 500, analysts at the firm said in a note Monday.

The bank notes that European equity trades at a deep discount to the US, far more so than historically.

"Some of this is AI-related, but... More

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

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

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