Wall Street equities fall with interest rates, earnings in focus
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February 5, 2024 11:54 AM EST
The US dollar "could be bottoming out," according to JPMorgan analyst Mislav Matejka's latest research note on Monday.
Matejka told investors in his February Chartbook that the long-duration trade is to consolidate. In addition, the firm said to stay long growth vs value, while they prefer the US over the... More
February 5, 2024 10:55 AM EST
Reporting season continues to look like a mixed bag, RBC Capital analyst Lori Calvasina said in a client note Monday.
Calvasina acknowledged that with more than half of the S&P 500 still not yet in, these stats remain very much in flux, but said the percent of companies in the index beating consensus on EPS forecasts is still tracking a little... More
February 5, 2024 10:31 AM EST
Morgan Stanley's chief U.S. equity strategist Mike Wilson told investors in a note Monday to "stick with quality growth."
Wilson, who is reportedly stepping down from his role as chair of the firms Global Investment Committee, explained that last week's better economic data and mixed earnings resulted in further narrowness and strong performance from large-cap quality growth the bank's preferred pocket of... More
