US small-business sentiment slides to lowest level in more than 11 years

Boston Fed Collins: Recent Data Eased Concerns About Imminent Need to Cut - Bloomberg

Boston Fed Collins: Recent Data Eased Concerns About Imminent Need to Cut, Appropriate to begin Rate Cuts Later This Year - Bloomberg

Biden Says Inflation News May Delay Rate Cut - Reuters

Biden Says Inflation News May Delay Rate Cut, We Have A Plan To Deal With Inflation - Reuters

Goldman analysts see earnings driving US stock rally

Analysts at Goldman Sachs said in a research note Wednesday they expect corporate profits, supported by healthy economic growth, to be the primary driver of forward equity returns

The investment bank believes stocks with high operating leverage are poised to benefit, although, at the index level, the potential for further valuation... More

Citi sees opportunity in risky assets on reflation trade

With the US economic surprise index and GDP now rising again, analysts at Citi said in a note Tuesday that the market is trading the reflation trade.

When assessing assets performance in reflation, the investment bank stated that reflation is negative for government bonds, but only slightly... More

BofA Client Flows: 'Record selling in health care'

Bank of America released its latest equity client flow trends note on Tuesday, revealing that last week, outflows continued with "record selling in health care."

The bank said that last week, when the S&P 500 was -1%, its clients were net sellers of US equities, with outflows primarily... More

Investors unwound $9.4B in long positions last week - Citi

Analysts at Citi said in their Equity Markets Positioning Model note on Tuesday that net positioning declined for the S&P 500 as investors unwound $9.4 billion in long positions last week.

The firm stated that this reversed most of the risk flows observed the week prior and led to a... More