Stifel Strategist Warns of 13% Market Pullback—Advises Shift to Defensive Value
Advisors navigating client portfolios through record-high markets may take closer look at bearish call from Wall Street’s most contrarian voices.
Recent
Morgan Stanley Stays Bullish on US Stocks
Morgan Stanley backed its bullish stance on U.S. equities on Monday, citing strong earnings momentum, and said it was expecting a modest pullback.
Clients Are Betting on Stock Rally Into Summer Before Pullback, BofA Says
Investors are counting on US stocks to rally on the back of a robust corporate earnings season, before the market loses steam toward year-end.
Analysis: Six Questions Facing US Stock Investors as 2025's Second Half kicks Off
U.S. stock market completed a roller-coaster first half of the year at record-high levels but a host of factors could knock equities off their perch.
Tariffs Alone Won't Reverse the Trend on U.S. Manufacturing Sector Decline
The U.S. manufacturing sector has faced a long-term decline, and efforts like import tariffs are unlikely to reverse the trend on their own.
Analysis: Oil, War and Tariffs Tear Up Markets' Central Bank Roadmap
Investor unease about uncertain environment is rising, Norway's shock rate cut highlight how U.S. tariffs, Middle East conflict and a shaky dollar.
Investors See Quick Stock Market Drop if US Joins Israel-Iran Conflict
Markets may be in for "knee-jerk" selloff if US military attacks Iran economists warn. Dramatic rise in oil prices could damage global economy.
