The first quarter earnings season will benefit from an improving economic environment and continued strength in technology.
Geopolitics and rates remain the key risks and, along with valuations, point to modest gains for stocks.
Here are several different stock valuation approaches to get a more complete picture.
Higher for longer and a “muddle-through” economy without cuts might be best for stocks in 2024.
Earnings season has kicked off with several of the big banks and a handful of other blue-chip companies having already reported results for their calendar third quarters...
The investment outlook for Europe does not look as attractive as it did earlier in the year.
The rating downgrade itself will likely not have any material, sustained impact on U.S. government debt or markets broadly.
The latest data slightly raised the odds of a soft landing for the U.S. economy.
This historical seasonal pattern has started to lose some of its street cred recently.
The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.
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