• SPY
• STOXX
• US2000
• US500
• VIX

Equity exposure is not extreme, Deutsche Bank analysts say

Equity positioning remains stable with significant inflows. US attracts $8 billion, while Europe faces outflows. Bond inflows decrease, though investment-grade sees strong uptick.

• US2000
• US500

US stocks usually rise in December, Morgan Stanley says

US equities typically perform well in December, with positive trends in major indices; however, caution is advised regarding broader market implications despite improving sentiment.

• ADBE
• AVGO
• DJI
• IXIC
• NDX
• ORCL
• TOL
• US2000
• US500
• VIX

Dow Jones, Nasdaq, S&P 500 weekly preview: Markets await more inflation cues

The article discusses record highs for the S&P 500 and Nasdaq due to strong job data, expected Fed rate cuts, and upcoming earnings reports. Analysts remain optimistic amidst potential market corrections.

• US2000
• US500
• VIX

Investors 'too complacent' heading into 2025, BCA says

BCA Research warns that investor complacency may lead to significant risks in 2025, advocating for a defensive stance as market valuation concerns and labor market shifts arise.

• ESZ24
• NDX
• NQZ24
• US10YT=X
• US2000
• US500

US stock positioning slips; some investors see big pullback: RBC

RBC Capital Markets reports a decline in US equity futures positioning after record highs, highlighting mixed signals for the market tied to GDP forecasts and interest rate projections.

• US2000
• US500
• VIX

Has Red Sweep historically benefited equity markets? Barclays answers

• NDX
• US2000
• US500
• VIX

This analyst has a message for investors: Enjoy the party until inauguration day

Tom McClellan warns investors of a potential market shift post-Trump's inauguration due to uncertainty and inherited crises, though optimism remains about long-term growth.

• US2000
• US500

BofA's stock market strategy for 2025? Pick stocks and buy indices

• US2000
• US500

JPMorgan sees S&P 500 rising 8% to 6,500 in 2025

• CSI300
• JP225
• MSCIEF
• STOXX50
• US2000
• US500

Stock market polarization likely to extend into 2025 amid trade uncertainty: JPM