There's still high uncertainty around AI's impact, the strategists admitted.
Stocks are signaling that fallout from the collapse of Silicon Valley Bank is far from over.
The tightening of liquidity in the global financial system is entering a “danger zone,” Michael J. Wilson said.
The S&P 500 Index has slumped for three weeks in a row, sinking to the lowest level since mid-March.
A double-digit slump in 2022 is likely, said the firm's chief European equity strategist.
Emerging-market and U.S. equities are seen providing the best returns next year.
But just because they're turning pessimistic on growth doesn't mean managers are set to embrace bonds.
There are common threads that underpin their predictions that the market is vulnerable.
Goldman's upgrade follows that by Oppenheimer on August 2.
JPMorgan strategists recommend using the pullback to buy cyclical stocks