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Stocks

Institutional Insights: Goldman Sachs Q2 Earnings Playbook
Institutional Insights: Goldman Sachs Q2 Earnings Playbook

Expect a Strong 1Q, with Results Likely Above Consensus: Earnings season unofficially begins next week with the major banks. Our economists estimate 1Q26 real U.S. GDP growth at 3%, a pace...

S&P Rally Stalls On Ceasefire Uncertainty & Inflation Fears
S&P Rally Stalls On Ceasefire Uncertainty & Inflation Fears

Stock Rally PausesThe rally in US stocks has paused for now as traders grapple with uncertainty around the US/Iran ceasefire and brace for the latest US inflation readings due later today. Stocks...

S&P Soars On Ceasefire News
S&P Soars On Ceasefire News

Stocks SurgeThe rebound in risk assets following news of the two-week ceasefire between the US and Iran, as well as the full reopening of the Strait of Hormuz, has seen US stocks soaring higher....

Stocks Soar As Trump Signals End to War In Sight
Stocks Soar As Trump Signals End to War In Sight

US To End Iran War SoonRisk sentiment is rebounding firmly midweek on the back of comments from President Trump yesterday suggesting that the war in Iran could be over within two -three weeks....

Stocks Falling As Traders Await News on US/Iran
Stocks Falling As Traders Await News on US/Iran

Lack of Clarity on US/Iran TalksUS stocks are looking weaker again today as uncertainty persists around US/Iran peace talks and oil prices turn higher once again. Incoming news-flows remains on Iran...

Cautious Optimism in Stocks On Iran Peace-Deal Hopes
Cautious Optimism in Stocks On Iran Peace-Deal Hopes

Iran Headlines Remain KeyMarkets remain highly headline driven midweek as traders continue to react to conflicting signals on the Middle East conflict. Stocks are tentatively higher today on news that...

Stocks Gap Lower on Trump's Iran Ultimatum
Stocks Gap Lower on Trump's Iran Ultimatum

Stocks Lower on MondayUS stocks are on watch today as the escalating Iran war and shifting Fed outlook continue to dominate markets. S&P futures gapped lower at the open today, hitting their...

FTSE Falls As Hawkish BOE Bets Grow
FTSE Falls As Hawkish BOE Bets Grow

Hawkish BOE SignalsThe FTSE remains weak today following a fresh plunge lower yesterday as traders reacted to hawkish signals from the BOE. The bank held rates steady but traders were caught off-guard...

Can Stock Market Recovery Survive FOMC?
Can Stock Market Recovery Survive FOMC?

Risk Rebounds on WednesdayUS stocks are roaring back this week ahead of the FOMC later today. S&P futures are up .7% on the day, no wup more than 3% off the Monday lows. The move higher comes...