The business cycle should influence markets more than the election: Morgan Stanley
As the U.S. approaches another presidential election, investors are naturally curious about how the outcome might affect the markets. However,...
Does higher growth boost long-term equity returns? JPMorgan weighs in
In a recent note to clients, JPMorgan delved into the relationship between economic growth and long-term equity returns, with a...
Can Dell gain from recent SMCI weakness? Evercore weighs in
Dell may be positioned to capitalize on recent challenges faced by Super Micro Computer (NASDAQ:SMCI), Evecroce ISI analysts suggested in...
REIT performance is picking up but Wells Fargo says remain cautious on Real Estate
Recent months have seen a strong rebound in Real Estate Investment Trusts (REITs). From July 1 to August 16, 2024,...
Silicon Valley Bank’s Chinese partner buys out stake in joint venture
BEIJING (Reuters) – Silicon Valley Bank’s Chinese joint venture will become a wholly owned unit of Shanghai Pudong Development Bank,...
Artisan urges Seven&i for takeover bid update by Sept 19
By Rocky Swift and Kevin Buckland TOKYO (Reuters) – U.S. fund Artisan Partners (NYSE:APAM) Asset Management ramped up pressure on...
China’s August manufacturing slips to 6-month low
BEIJING (Reuters) -China’s manufacturing slowed to a six-month low in August, an official factory survey showed on Saturday, raising expectations...
August jobs report to confirm July weakness, forcing Fed into 50bp Sept. rate cut
Investing.com — The August jobs report is likely to show the weak labor market seen in July wasn’t transitory, paving...
Time has come to buy dollar, BCA says, ahead of Fed rate-cutting cycle
Investing.com — The dollar snapped its four-week losing streak on Friday, and some believe the time has come to buy the greenback...
Dollar set for winning week ahead of key inflation release
Investing.com – The U.S. dollar edged slightly higher Friday, and was on course to end a five-week losing streak ahead...
