• US500

US hard-landing narrative could come back to life again: Macquarie

Macquarie analysts warn that while September's strong employment data supports economic optimism, concerns over fiscal tightening and a potential hard landing loom on the horizon.

• EUR/USD
• US2000
• US500

Chances of 50bps Fed rate cut decline after robust jobs report

U.S. job growth surpasses expectations, reducing chances of a major Fed rate cut, signaling economic strength and boosting global equities.

• US500

Is the 'higher-for-longer' narrative back, Yardeni asks

Strong jobs report reduces expectations for further Fed interest rate cuts, indicating potential return to higher rates if economy continues to perform well.

• US500

No runaway move to the upside for SPX ahead of election: BTIG

BTIG analysts foresee limited upside for the S&P 500 before the U.S. election, with a potential shift in small-cap stock performance after October amid general market volatility.

• DJI
• IXIC
• US500

Strong jobs report to lift cyclical stocks, says Morgan Stanley

Morgan Stanley analysts advise investing in cyclical stocks due to strong US labor market data, expecting a soft landing without economic downturns and forecasting quarter-point interest rate cuts.

• US500

'No landing' scenario could stoke fears of economy overheating: UBS

UBS analysts highlight concerns over potential overheating in the U.S. economy amid strong job growth, suggesting sustained high growth could affect inflation and interest rate expectations.

• URTH
• US500

Global shares could see muted returns in 2024 before rally continues mid-25: Citi

Citi predicts flat global equity returns through 2024, citing potential growth factors and risks, while projecting positive EPS growth and recommending overweight positions in cyclical stocks.

• BLK
• DAL
• DJI
• IXIC
• JPM
• NDX
• PEP
• US500
• VIX
• WFC

Dow Jones, Nasdaq, S&P 500 weekly preview: Attention turns to CPI, PPI reports

Stocks climb after positive jobs report; upcoming economic data and Q3 earnings season are pivotal. Analysts anticipate slowed EPS growth and mixed market responses due to political uncertainty.

• CL
• US10YT=X
• US500

Morning Bid: Monster payrolls see 10-year Treasury yields top 4%

• US500

US dividend ETFs bask in investor attention after jumbo Fed rate cut

U.S. dividend ETFs saw $3.05 billion inflows in September amid Fed rate cuts, despite rising Treasury yields. Interest in these ETFs responds to valuation shifts and monetary policy changes.