Searched for
JONATHAN GOLUB
Stocks drop, Nasdaq confirms correction as recession fears mountU.S. stocks dropped notably for the second day as a soft jobs report heightened recession worries. Nonfarm payrolls rose by just 114,000, m...
Goldman Sachs boosts S&P 500 target on upbeat profit outlookGoldman Sachs Group Inc. raises S&P 500 year-end target to 5,600, reflecting optimism for earnings growth and the US economy.
Wall Street Week Ahead: Investors hope for US soft landing ride on inflation dataLast week's employment data played into that narrative, showing the job market remained robust, though not strong enough to spark worries t...
Wall Street is missing the risk to stocks if inflation is beatenThe indicator is a measure of the difference between a company’s fixed and variable costs. It can turn negative in the wake of peak inflati...
Credit Suisse, Citi cut 2022 year-end target for S&P 500"We expect a reversal of spreads and volatility, leading to 1-2x multiple points of rerating through year-end. By contrast, 2023 returns sh...
Whispers of S&P 500 bear market grow louder as US stock decline continuesThough a bear market is not a foregone conclusion, signs of souring sentiment are everywhere as the Fed tightens monetary policy to fight t...
Five metrics bond investors are watching as Covid fears returnThe yield on the benchmark 10-year US Treasury, which moves inversely to bond prices, recently stood at 1.28% on Friday, after falling as l...
World stocks to rise modestly, correction unlikelyReuters polls of nearly 300 equity strategists taken May 10-26 showed all 17 stock indexes surveyed on were forecast to rise, with annual g...
Wall Street Week Ahead: Blow-out US earnings suggest market has room to runA big piece of that growth is coming once again from technology and growth companies, which suggests greater durability in companies that u...
Wall Street week ahead: Investors got stimulus boost, but face tax worriesIn recent days, investors have focused on a rise in bond yields that has pressured share prices, though indexes remain close to their recor...
Wall Street Week Ahead: Investors got the stimulus boost, but now face tax worriesNevertheless, some worry that at least a partial rollback of the corporate tax cuts that fueled stock gains during the Trump era could even...
Vaccine adoption rate is the wildcard for Wall Street rallyDelays in vaccine distribution or widespread refusal to be vaccinated would allow the virus to continue to circulate longer and delay the d...
Wall St Week Ahead: Covid-19 vaccine adoption rates are "wildcard" for US stock rally"To be certain that the world will be back to normal by mid-next year because a vaccine is available is an aggressive assumption," said Dav...
Could Covid vaccine be a catalyst for reversal of equity factors that perform best?'A rules-based, cap-weighted index construction, while having a number of benefits, may result in unintended factor exposures that can matt...
S&P 500 heads for worst first quarter since 1938Wall Street's volatility index has retreated from 12-year highs but is still at levels rarely seen since the global financial crisis.
S&P 500 melt-up is making cheerleaders into scepticsSince 2009, they’ve rarely wavered from a script in which they say the S&P 500 will rise about 10 per cent in the coming year.
Defensive stocks on top 2019 playbooks on Wall StreetUtilities and staples are up 135 per cent and 160 per cent, respectively.
The stock market's lifeboat may be sinkingShares of consumer-staple companies have been some of the market’s worst performers this year.
BofA-ML sees another $6 trillion stock slumpThe S&P 500 is likely to drop to 2,534, a level where the last 10 per cent correction ended.
Peculiar year for markets defied almost everyone's expectationsTake the global economy. It fired on all cylinders, yet bond yields went nowhere.