Major Indices Slide as Strong Bank Earnings Clash with Tech and Healthcare Weakness
ASML Posts Major Miss, Market Holds on During Earnings Beats and Busts | Moovin Stonks
Harris or Trump? Shouldn't Matter for Markets – Oppenheimer Asset Management
Overvalued Stocks Don't Make Piper Sandler Strategist Sweat: 'No Reason To Get Bearish'
The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.
Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
soon election then the real news drops