• FCHI
• MIWO00000PUS
• STOXX
• US500

'Goldilocks narrative' to continue to support stocks higher: Barclays

Barclays strategists highlight a favorable economic environment supporting equity markets, amid global recovery, upcoming payroll data, and political instability in Europe affecting investor sentiment.

• AV
• DLGD
• FCHI
• STOXX

European stocks edge higher ahead of US payrolls data

European shares rose ahead of U.S. payrolls data; French assets gained after political news; focus remains on potential Fed rate cuts and company stock movements.

• BNPQY
• CRARY
• FCHI
• SCGLY
• STOXX

European stocks rise as investors shrug off French political instability concerns

European stocks remain stable despite political turmoil in France, as investors expect new leadership while major companies experience mixed performance in the market.

• BTC/USD
• GC
• NDX
• STOXX
• US10YT=X
• US500

AI to continue boosting US stocks next year, BlackRock says

BlackRock forecasts US stock growth fueled by AI, yet warns of risks from rising government debt and high inflation affecting interest rates and long-term Treasury yields.

• DE40
• FCHI
• STOXX
• UK100

UBS sees nearly 9% downside risk for European stocks in 2025

• STOXX

German firms in China report record low business sentiment

German companies in China report low business sentiment due to competition and economic slowdown, with only 32% expecting improvement by 2025, despite 92% committing to remain.

• EUR/USD
• STOXX

Euro zone business activity contracts in November

In November, euro zone business activity fell sharply, with a services sector contraction dragging down economic indicators, despite some job growth in the services industry.

• DE40
• FCHI
• STOXX
• US500

US stock exceptionalism to continue into 2025, says Barclays

Barclays forecasts continued US stock dominance through 2025, citing economic factors while Europe faces stagnation. Earnings growth expectations for European stocks remain cautious amidst geopolitical risks.

• DE40
• FCHI
• STLAM
• STOXX

STOXX 600 up ahead of France's pivotal vote, German DAX holds firm above 20,000 mark

• CL
• STOXX
• US10YT=X
• US500

Ten macro themes to watch for 2025, according to BofA

Bank of America outlines ten macroeconomic trends for 2025, predicting S&P 500 gains, stable bond yields, challenges for emerging markets, and volatility in EU equities.