JPMorgan’s Rally Rewards Investors Who Bet on ‘Goliath’
Only one out of two dozen stocks in the KBW Bank Index was left standing in the green Friday as industry giants kicked off earnings season.
Recent
History Says Big Tech’s Rule Over US Stocks Shouldn’t Be Feared
Wall Street strategists are increasingly voicing concerns about the concentration of Big Tech stocks in this year’s stock-market rally.
‘Broken’ Commodity Currency Relationship Shows Signs of Revival
After months of central banks dominating foreign-exchange markets, commodities may be starting to bear more influence over currencies.
ESG Veteran Says Recession Odds Expose Leverage Trap in Strategy
A recession is coming, and ESG investors may be among those who stand to lose the most.
BofA Says Investors Are Fleeing Tech Stocks After ‘Baby Bubble’
Early signs of investors fleeing from tech stocks after 1999-like rally formed a “baby bubble,” according to Bank of America Corp.’s Michael Hartnett.
KKR’s McVey Says Investors Too Cautious, Sees Stronger US Growth
KKR & Co. chief macro strategist Henry McVey said investors are poorly positioned for US economic growth that will be stronger than expected.
Goldman Sees India Holding Its Own Even If China Stocks Rebound
A rebound in Chinese equities is unlikely to spur a strong rotation of funds out of India, where the benchmark index is headed for a record high.
