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Investing.com -- Bullish positioning in the US continues to gain momentum, despite a very mixed macro backdrop, according to Citi strategists. Recent payroll data indicates a weakening trend in labor...
Investing.com -- The polarization in equity markets is likely to extend into 2025 as investors grapple with trade and geopolitical uncertainty, JPMorgan strategists said in a note Wednesday. The Wall...
Investing.com -- Near-term profit-taking could limit further upside for the post-election equities rally, according to Citi strategists. The last week’s US election outcome led to increased investor...
Investing.com -- UBS strategists see limited upside for European equities under a Trump presidency, chiefly due to concerns over potential trade tariffs, higher US bond yields, and a rollback of green...
Investing.com -- Net positioning in the S&P 500 is particularly bullish ahead of the 2024 US election, according to Citi strategists, a stark contrast to the more cautious stance seen in previous...
Investing.com -- Positioning in the S&P 500 has reached extended levels, surpassing a three-year high, according to Citi strategists. The benchmark index stands out as an outlier compared to other...
Investing.com -- Over the past week, flows into the S&P 500 were among the largest seen this year, Citi strategists revealed Monday. Investors added nearly $23 billion in notional risk flows, pushing...
Investing.com - The economic activity divergence between the US and the eurozone doesn’t appear to be closing, according to JPMorgan, and thus investors should be wary of buying into a catch-up trade...
Investing.com -- Positioning in the FTSE China A50 shifted to neutral last week after predominantly bearish sentiment since June, following Beijing’s announcement of a stimulus package, according to...
On Monday, strategists from BCA released their outlook for Europe, indicating a growing conviction that a recession is likely to hit the region early next year. They pointed to a series of indicators...
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