• NVDA
• TSLA
• US500

Post-election client equity inflows continue, BofA says

Bank of America reports net buying of US equities with $4.9 billion inflows last week, led by Technology, amidst ongoing trends in ETFs and corporate buybacks.

• CSI300
• EXPN
• IMB
• MIWD00000PUS
• RELX
• SN
• SNN
• STOXX
• UK100
• US500

US, UK equities upgraded at UBS, Europe downgraded

UBS upgraded US and UK stock markets due to economic forecasts, while downgrading Europe citing poor momentum. It remains cautious on China amid potential near-term improvements.

• APO
• DXY
• GS
• KEYS
• LOW
• MDT
• MS
• NVDA
• US10YT=X
• US2YT=X
• US500
• WMT

Morning Bid: Treasuries pop on US Secretary race, Russia warning

U.S. Treasuries rose amid speculation over Trump's Treasury Secretary pick and geopolitical tensions, while global markets faced a risk-off mood due to trade and economic concerns.

• NVDA
• US500

Nvidia's options primed for $300-billion price swing after earnings

Nvidia traders expect a $300 billion market swing post-earnings results. Historical trends show upward price movements, amid a focus on AI growth despite supply chain challenges.

• DXY
• US500
• VIX

Deutsche Bank sees a 25bp cut in December but says it's 'a close call'

Deutsche Bank anticipates a potential 25bp Fed rate cut in December, though officials express caution, emphasizing data dependency and inflation uncertainties.

• AAPL
• AMZN
• ESZ24
• GOOGL
• META
• MSFT
• NVDA
• TGT
• TSLA
• US500
• WMT

Walmart's results, S&P 500 upside, Trump Media - what's moving markets

Walmart's earnings are anticipated to shine amidst market fluctuations, with Goldman Sachs predicting significant future gains and Trump Media diversifying through Bakkt acquisition.

• US10YT=X
• US500

Goldman Sachs forecasts S&P 500 to hit 6,500 by 2025 end, joining Morgan Stanley

• US500

Goldman Sachs forecasts S&P 500 target of 6500 for 2025-end, joins Morgan Stanley

Goldman Sachs predicts S&P 500 will reach 6,500 by 2025, citing economic growth. The 'Magnificent 7' stocks will continue to outperform, though risks remain for the broader market.

• CL
• HK50
• LCO
• US500
• USD/JPY
• XAU/USD

Asian stocks rise, dollar weak as US yields tick down

Asian stocks rose as U.S. bond yields declined. Markets anticipate Trump's cabinet selections and impacts on interest rates, while gold and oil prices increase amid geopolitical tensions.

• CL
• DJI
• DXY
• EUR/USD
• GC
• IXIC
• LCO
• US500
• VIX

U.S. stocks mixed at close of trade; Dow Jones Industrial Average down 0.13%

U.S. stocks had mixed results; Dow declined slightly while S&P 500 and NASDAQ gained. Top gainers included Boeing and Super Micro; Amentum and QMMM hit all-time lows.