• FTXIN9
• HK50
• NDX
• STOXX50
• US2000
• US500

China bullish flows continue, US sentiment improves after jobs report: Citi

FTSE China A50 index sees bullish positioning, while US markets experience mixed sentiments. Investors remain selective in European exposures amid stalled momentum.

• 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.

• 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.

• DJI
• IXIC
• NDX
• US500

Data needs to keep delivering if this S&P 500 market rally is to continue

• DJI
• NDX
• US500
• VIX

Soft landing more likely than recession, says Wells Fargo

Wells Fargo strategists believe a soft landing is likely, citing disinflation, a resilient labor market, and accommodative financial conditions as factors preventing recession.

• NDX
• US500

Big tech earnings growth facing downside risks, Barclays says

Barclays warns that rising capital expenditures in Big Tech may signal earnings growth downturn, raising concerns about valuation and market cyclicality while favoring other S&P 500 sectors.

• DJI
• NDX
• US500
• VIX

Goldman Sachs still sees two 25bps cuts this year after Powell remarks

Goldman Sachs expects two more 25bp rate cuts in 2024, following Powell's speech on economic strength and cautious labor market outlook.

• CCL
• DJI
• IXIC
• LEVI
• LW
• NDX
• NKE
• US500

Weekly equities preview: September jobs report to take center stage

The Dow Jones hit a record high, boosted by encouraging inflation data, while Wall Street anticipates key employment reports and earnings from Nike and other major companies.

• 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.

• 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.