US stock futures creep higher with inflation, earnings on tap

Melius on Delta Air Lines (DAL): 'margins are already industry-leading and will likely improve'

Melius analyst Conor Cunningham reiterated a Buy rating and $56.00 price target on Delta Air Lines (NYSE: DAL).

The analyst comments "Bottom line there has been growing optimism towards US airlines given the expectation for capacity growth to moderate in 2H and an industry... More

Buy these 2 software stocks as they are 'having the lowest AI uncertainty' - analyst

Analysts at Piper Sandler flagged two software stocks as their highest conviction names in a note Monday, stating they have the lowest artificial intelligence uncertainty.

The firm declared that "relentless rain," is the phrase that sums up sentiment on application software during March and early April.

"Storm clouds tied to a) tepid guidance reaffirming macro headwinds could persist for... More

Fed's Goolsbee: Undeniable That Many Are Upset With Economy

Fed's Goolsbee: Undeniable That Many Are Upset With Economy, US Economy Was On 'Golden Path' in 2023 - Reuters

Fed's Goolsbee: Economy Remains Strong, Jobs Data Confirms That

Fed's Goolsbee: Economy Remains Strong, Jobs Data Confirms That, Has To Determine How Long To Be Restrictive On Monetary Policy - Reuters

Large cap stocks, quality names to outperform if rates move higher - Morgan Stanley

Morgan Stanley believes large-cap, quality equities will continue to outperform on a relative basis if rates move higher.

The investment bank explained in a note this week that the ~4.35% mark on the 10-year US Treasury yield would be an important technical level to watch for signs that rate... More

Don't chase the rally in stocks - Berenberg

Analysts at Berenberg told investors in a note not to chase equity markets from current levels.

The firm notes that global equities have been strong since the October 2023 lows, with +23% returns to recent highs.

"The 'Goldilocks trade' has played out nicely for equity investors," wrote Berenberg. "Macro... More