Goldman strategists favor these 3 U.S. sectors

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Go back to Goldman strategists favor these 3 U.S. sectors

Citi: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'

July 14, 2025 3:37 PM EDT

Citi: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'.

The analyst comments "Investor positioning across US equities remains bullish and elevated; however, recent activity suggests a weakening in momentum. Positioning risks are significant for Nasdaq, with heightened profit levels. In contrast, recent positioning activity in Asia is diverging, with China A50 positioning returning to 3-year highs, and KOSPI near equally extended. Trends in Europe are also showing... More

Jefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'

July 14, 2025 3:32 PM EDT

Jefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'.

The analyst comments "We hosted Wendy Cutler, Vice President at the Asia Society Policy Institute and former USTR negotiator. KTs: 1) Near-term deals are likely to be intent to negotiate; 2) ASEAN may disengage from trade talks if benefits are uncertain; 3) US trade policy is increasingly influenced by political factors; 4) Countries accelerate efforts to revive stalled negotiations (India-US) or solidify alternative frameworks (BRICS+). 1) Near-term deals are unlikely to provide immediate clarity for markets. Deals are framed as "intent to negotiate" rather than binding commitments.... More

Morgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'

July 14, 2025 3:28 PM EDT

Morgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'.

Street Insider: Morgan Stanley S&P target is at 6500 & with the Index currently around 6308 equates to additional 3pct upside remaining.

The analyst comments "We get that not everyone is as interested in economics as we are, but investors care because the economy helps to drive the market. But it is critical to remember that the economy is not the market, and the stock market is not the economy. That fact is particularly true now, and current policies can... More