Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...
A chart comparing today's post-COVID-19 inflationary wave to the great inflation of the 1970s is making the rounds again after Wednesday's hotter-than-expected CPI report. Apollo economist Torsten ...
All through the latest bull market there has been one statistical nugget that equity optimists have regularly whipped out to quieten the naysayers. Cash on the sidelines. Fresh firepower to support ...
Repeating patterns of higher highs and holding support show bulls continue to succeed - but a break of mid-September support would be the first sign of failure Despite concerns that a stock-market ...
The S&P 500 has generated a 7.5% compound annual growth rate (CAGR) dating back to 1957. Despite many bear markets and 10 recessions, the stock market has consistently moved higher over time. Trying ...
As the market grapples with uncertainties amid the ongoing policy disruption and tariff battle, Jurrien Timmer, director of global macro at Fidelity Investments, suggests that a simple look at the S&P ...
AI optimism is driving the S&P 500 price-to-book ratio to records, surpassing dot-com levels. High valuations reflect expectations for AI-driven earnings. While the ratio's level is head-turning, it ...
A weakening U.S. labor market is a risk for both the U.S. economy and markets right now. But the most closely watched numbers — the rate of new jobs created and the official unemployment rate — don’t ...