• US500

Growth to slow, inflation to rise if Trump implements tariff plan: Morgan Stanley

Morgan Stanley warns that Trump's proposed tariffs could slow U.S. economic growth and raise inflation, impacting consumption, business investment, GDP growth, and job gains.

• DJI
• NQZ24
• US500

Inflows into equity funds showing no signs of letting up - Deutsche Bank

• NDX
• US500

Premium for high-quality US stocks to drop, according to Goldman Sachs

Goldman Sachs reports a decline in premiums for high-quality U.S. stocks, predicting a return to historical norms as economic conditions normalize and interest rates fall.

• DJI
• IXIC
• US500

Slew of data to reinforce outlook for soft landing in US economy - BofA

Bank of America analysts predict incoming economic data may support a 'soft landing' for the US economy amidst labor market observations and Federal Reserve actions.

• 1YMZ24
• CL
• DJI
• ESZ24
• LCO
• NQZ24
• STLA
• US500

Stock Market Today: S&P 500 wraps up Q3 with big gains on further rate cuts hopes

The S&P 500 rose ahead of likely rate cuts, with corporate updates including Stellantis's lowered forecasts and Nio's investment, while oil prices increased amid regional conflict.

• 1YMZ24
• CL
• DJI
• ESZ24
• LCO
• NQZ24
• STLA
• US500

US stock futures marginally lower; Powell speech in focus

U.S. stock futures decline; September remains positive. Investors await Fed Chair Powell's comments on interest rates. Stellantis cuts forecasts, while oil prices rise amid Middle East tensions.

• IXIC
• NDX
• US500
• XLB
• XLE

U.S. equities slightly net sold by hedge funds last week: Goldman Sachs

U.S. equities saw mixed trends last week with significant selling pressure in single stocks, while sectors like materials attracted buying. The S&P 500 hit new highs amid positive economic data.

• US2000
• US500
• XAU/USD

Labor data to be biggest equity market driver in next 3-6 months: Morgan Stanley

Morgan Stanley outlines that equity performance will hinge on labor data in the coming months, emphasizing the need for gains and monitoring various economic indicators amidst fiscal concerns.

• EUR/USD
• LCO
• UK100
• US500
• USD/JPY

Take Five: Start up the engine for Q4

Financial markets are optimistic about potential interest rate drops amid mixed economic signals, with the Fed, ECB, and BoE weighing policy decisions in response to labor and inflation data.

• AAPL
• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA
• US2000
• US500

Analysis-Broadening gains in US stock market underscore optimism on economy

The S&P 500 sees broader participation in its rally, driven by optimism over Federal Reserve rate cuts and strong economic prospects, with various sectors outperforming.