Equities: Latest News and Analysis

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Analysts Predict Double-Digit Earnings Growth for S&P 500 in 2024 and 2025, FactSet Reports

Industry analysts are projecting strong earnings growth for the S&P 500 in both 2024 and 2025, with double-digit growth anticipated in both years, according to a note published by FactSet. Analysts collectively predict that the S&P 500 will report year-over-year earnings growth of 11.3% in

AQR: Complex Machine Learning Models Can Time Markets, But Don't Expect a Revolution

Sophisticated algorithms can enhance market timing strategies by uncovering hidden patterns in asset prices, but investors hoping for a surefire way to beat the market shouldn't get their hopes up, according to a research published by AQR Capital Management earlier this month. The study finds that while complex

US Equities Poised for Further Gains Amidst Favorable Backdrop: UBS

Despite reaching all-time highs, US equities show further potential for growth, buoyed by strong underlying fundamentals, according to a recent note by UBS. The S&P 500 and Nasdaq have climbed nearly 7% and 10% respectively since their mid-April lows, fueled by renewed hopes for Federal Reserve easing and

Nikkei's Long-Term Uptrend Intact Despite April Setbacks: Nikko Asset Management

The Nikkei Stock Average has retreated from its record high above 40,000, closing April down 4.86% as the TOPIX also fell 0.91%. While the Bank of Japan's decision to maintain its monetary policy offered some support, the Japanese equity market faced headwinds from multiple fronts.

Japan's Stock Market Rally Shows Staying Power: Fidelity

Japan's stock market continues its upward trajectory in 2024, building on its bull run in 2023. According to a report published by Fidelity on Friday, the rally is driven by a combination of technical factors, improving economic fundamentals, and ongoing corporate governance reforms. However, sustained gains will likely
Japan's Stock Market Rally Shows Staying Power: Fidelity

Favorable Fundamentals Keep Equities on Track, UBS Says

US equities continued their upward trajectory last week, bolstered by signs of a cooling labor market, including higher-than-expected jobless claims, which fueled optimism for Fed rate cuts later this year. The S&P 500 has now recovered most of April's losses and sits just 0.8% below

Souring Profit Outlooks Cast Shadow on S&P 500's Rally: Bloomberg

Despite a strong earnings season with the majority of S&P 500 companies exceeding profit expectations, the sustainability of the recent market rally is being questioned due to increasingly pessimistic profit outlooks, according to a report by Bloomberg. While 79% of S&P 500 firms have beaten profit

Inflation Concerns Weigh on Stocks and Bonds during April

Global equity and fixed income markets experienced a challenging April, driven by concerns over persistent inflation and expectations of prolonged high interest rates, according to a report published by JPMorgan. Rising US inflation data and resilient private demand, despite weak first-quarter GDP growth, have fueled concerns that central banks may

S&P 500 Companies Exceed Earnings Expectations in Q1: FactSet

S&P 500 companies are surpassing earnings expectations for the first quarter of 2024, with both the percentage of companies reporting positive surprises and the magnitude of those surprises exceeding historical averages, according to a report by FactSet. With 80% of S&P 500 companies having reported Q1
S&P 500 Companies Exceed Earnings Expectations in Q1: FactSet

Tech Optimism Helps Offset Macro Worries: UBS

Strong earnings results from Microsoft and Alphabet have boosted optimism in the tech sector and helped offset concerns over the US economic outlook, according to an article published by UBS. S&P 500 futures pointed to a positive end to the week for equities, as investors cheered the tech
Tech Optimism Helps Offset Macro Worries: UBS