Home Tags Analyst commentary

Tag: analyst commentary

A man walks near a Bank of America branch in New York's Times Square Decemeber 11, 2008.

BANK OF AMERICA: These 5 trends emerged from companies’ first-quarter earnings reports

Economists expect the second quarter to show the brunt of the pandemic's fallout, leading any new patterns to shape investor actions moving forward.

JPMORGAN: These 5 stock- and bond-market risks could resurface as the government continues blockbuster stimulus efforts

The same risks also arose during the financial crisis JPMorgan said, but record deficits and a different policy toolkit escalate the bank's concerns.
The biotech Moderna is developing experimental cancer vaccines.

Moderna will spike another 25% from current levels after encouraging progress on coronavirus vaccine, Goldman says

Goldman Sachs raised the vaccine's probability of success to 75% from 70% and projected phase-two studies will begin this quarter.

4 Wall Street experts weigh in on what makes the stock market’s rally so fragile

As investors enjoy a market rebound, experts warn that a slow reopening, market crowding, and a wave of bankruptcies could ruin the upswing.
Federal Reserve Board Chairman Jerome Powell arrives at his news conference following the closed two-day Federal Open Market Committee meeting in Washington, U.S., May 1, 2019.

A 2nd wave of coronavirus cases could force the Fed to reconsider negative interest rates, Goldman Sachs says

Negative rates could do more harm than good, a Goldman strategist said, and fresh aid from Congress will likely arrive before the Fed acts further.

Goldman Sachs warns stocks will tumble 18% in the next 3 months — and lays out 6 risks they think investors are ignoring

The stock market's recent rally from late-March lows is best attributed to investors' "fear of missing out," Goldman's analysts wrote Friday.
Goldman Sachs trading booth on the floor of the New York Stock Exchange in New York, on Thursday, January 6, 2011.

Stocks will likely be trapped in a ‘fat and flat’ range until pandemic-led economic fallout fades, Goldman says

Goldman expects credit assets will outperform stocks through the next three months due to direct policy support and slashed equity dividends.

GOLDMAN SACHS: Global oil storage could be maxed out in just 3 weeks, driving ‘substantial volatility’

Equalizing the market would involve cutting production by 18 million barrels per day, nearly double what OPEC+ pledged to do in May, the bank said.
Ed Yardeni, president of Yardeni Research Inc, speaks at the Reuters Global Investment Summit in New York

The Fed’s ‘QE4ever’ stimulus will push stocks to record highs in 2021, says one of Wall Street’s biggest bulls

The central bank's bond purchases have no end date or limit, Yardeni said, and lower the odds of stocks returning to late-March lows.
Private security contractors patrol the U.S. Department of Energy's Strategic Petroleum Reserve in Bryan Mound, Texas.

JPMorgan reveals 3 reasons why the oil crash won’t create systemic risk for markets

Energy companies account for 3% of the S&P 500, JPMorgan said, leaving the index fairly protected from earnings downgrades or bouts of volatility.