Julien Ponthus

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Prominent Wall Street Bear Wilson Sets Bullish U.S. Stocks Target

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The strategist expects the S&P 500 to end next year around the 6,500 level.

Goldman Strategists See Little Chance Of Post-Poll Bear Market

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The S&P 500 has gained about 20% this year after surging nearly 25% in 2023.

Wall Street Sees Bond Yields Driving Stock Moves After Elections

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Treasury yields fell as polling data prompted some investors to pare the so-called Trump trades.

BofA's Hartnett Says Bets On Gold Are Rising Before U.S. Election

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The gold trade is part of a wider investor strategy to position portfolios against a possible win for Donald Trump.

Vote Outcome Far From Straightforward For Stocks, BofA Says

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The U.S. presidential election could “make or break sub-sectors” of the stock market, the bank's analysts said.

BofA's Hartnett Recommends Buying Any Dips In Chinese Equities

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Investors poured a record $39.1 billion into Chinese equity funds in the week ended Oct. 9, the BofA team said.

Trump And Harris Platforms Both Negative For Stocks, Citi Says

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A split Congress would mitigate most of the risks with either candidate, the bank's strategists said.

S&P 500 Earnings Hinge On Trump, Harris Tax Plans, Goldman Says

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Goldman strategists estimate that profits could shift 5% to 10% depending on how policies are enacted.

Morgan Stanley's Wilson Sees Small-Cap Rally Losing Steam

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The sector's profits don't justify a long-term rally, according to the firm's strategists.

BofA Strategist Hartnett Warns Stock Rally Is Exposed To Stagflation Risk

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The rally in U.S. stocks has slowed as economic growth shows signs of stumbling while inflation stays sticky.

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