• DJI
• IXIC
• US500

Third-quarter earnings season to be focused on "more macro" topics - Evercore ISI

• DJI
• IXIC
• US500

Upcoming inflation data unlikely to stand in the way of Fed rate cuts, UBS says

September CPI data may show easing inflation, influencing Federal Reserve rate cuts, while robust job growth and record stock indices support ongoing economic strength.

• US500

Goldman Sachs lifts S&P 500 index target for year-end, next 12 months

Goldman Sachs increased its S&P 500 year-end target to 6,000 and 12-month target to 6,300, citing higher corporate earnings and a stable economic outlook through 2025.

• US500
• VIX

Q3 earnings season could be a stock picker’s paradise: BofA

Bank of America forecasts a volatile earnings season with stock-specific movements dominating, driven by earnings contributions and implied volatility, while macroeconomic conditions remain stable.

• DJI
• NDX
• US500
• VIX

Goldman Sachs cuts odds of US recession to 15% after upbeat jobs report

Goldman Sachs reduces recession probability to 15%, citing strong job growth and a drop in unemployment, signaling potential Federal Reserve rate cuts by mid-2025.

• US500

Goldman Sachs raises S&P 500 EPS, index price target ahead of 3Q earnings

Goldman Sachs raises S&P 500 EPS forecasts for 2025 and 2026, predicts slower growth, and sets new price targets for the index amid market uncertainties.

• BLK
• DAL
• JPM
• NZD/USD
• PEP
• US500

Take Five: Rate cuts and politics, say no more

The article discusses key upcoming events in global markets, including U.S. inflation data, Q3 earnings, French budget issues, and New Zealand's potential rate cuts amidst rising geopolitical tensions.

• US500

How a rates rethink after strong US jobs data could shake up markets

A strong U.S. jobs report raises concerns about future interest rate cuts, potentially reversing trades relying on lower rates, impacting the dollar, Treasuries, and high-dividend stocks.

• AMZN
• BK
• HSY
• IXIC
• JPM
• PFE
• US10YT=X
• US500
• WFC
• WMT

Stock market today: S&P 500 closes lower as spike in Treasury yields weigh

The S&P 500 fell amid rising Treasury yields and mixed corporate earnings outlooks, while major companies like Google and Pfizer faced market changes due to legal and investment activities.

• 1YMZ24
• BK
• DJI
• ESZ24
• JPM
• NQZ24
• US500
• WFC

US stock futures drift higher with inflation, earnings in focus

U.S. stock index futures rose slightly amid optimism after strong payrolls data, with upcoming Fed commentary and earnings season drawing attention.