Global Market Outlook A macro summer We see room for equity market gains to extend as cooling inflation brings bond yields lower and sustains central bank rate cut expectations for the rest of the year. We remain Overweight equities in Foundation allocations. Within this, we maintain our ...
While we like them for their earnings outlooks and sensitivity to falling bond yields, we also like them for being growth-oriented. This, we believe, fits well with the macro and markets environment we expect for H2 24 as the Fed starts to cut rates to manage a soft landing for the US...
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Market and stock forecasts covering NYSE, NASDAQ, FTSE, CAC, DAX ... and in Scandinavia OMX Helsinki, Stockholm, Copenhagen and Oslo.
," Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group, said of the first-quarter earnings season thus far. "I still think the focus remains on some of the larger names and markets will react to reports and outlooks out of Meta tonight, and Microsoft and Google tomorrow."...
Good stuff. Now, we’ve got some very interesting topics and forecasts from your side that we’re going to be tackling today. We got a few questions that came in, which we appreciate. But before we dive into all of that, besides what we’re going to be talking about ...
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While the masses may currently be gripped by panic and lack a bullish outlook, it is essential to approach the significant market pullback with enthusiasm. The greater the deviation from the norm, the better the opportunity it presents. Recognizing that the crowd may regret their hasty actions ...