Joining us this morning, City research director of US equity strategy, Drew Credits with us. Drew, welcome back. Good to see you. Hey, good to see you, Carl.I got to say, um, making your way through September with no major hiccups on the headline uh, indexes kind of has the desks today saying maybe we averted weak seasonality and we can look forward to an up Q4. What do you think. Yeah, it's funny.It's going to be very dependent on the earning season. to us the the pressure's actually grown with a pretty go ...

Gavekal Research predicts more stock repurchases are coming, representing an additional tailwind for the current bull market. ...

I want to bring in another voice to this discussion right now. That's Beimo's Brian Bellski. Speaking of runway, he's raising his S&P 500 target to 7,000 from a prior 6700.He joins us on the phone right now. Brian, you've been listening to the discussion that we've been having over here about whether it's 1999 or 1997, whether Nvidia at 30 to 31 times forward earnings is bubbleicious or not. what exactly is your view in raising the S&P 500 target.I think I kind of know at this point. >> Thanks, Tom, and tha ...

Joining us right now is Dan Skellyy. He's Morgan Stanley's wealth management managing director. And Dan, thanks for coming in today.Morning, Becky. Um, a lot of talk about how this is the worst week we've seen since August 1st, but we're still talking about 1% declines or or less for the major averages. And maybe that tells you more about where the markets have been recently.People keep thinking this is time for a pulled back. There's time for a pullback. What do you think, Becky.First off, we've blown past ...

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The U.S. economy expanded at a much faster pace than initially estimated last quarter, according to new Commerce Department data released Thursday. Gross domestic product grew at a 3.8% annual rate in the April–June period, topping both the government’s previous 3.3% estimate and the initial 3% reading. It was the strongest showing since the fall of 2023, underscoring the economy’s resilience despite high borrowing costs and persistent inflation. It comes amid a flurry of revisions of major economic dat ...

Corporate earnings are one of the primary fundamental drivers of stock market returns over time. This year has provided us with more evidence that this latest bull market is being supported by a resilient corporate backdrop, thanks in large part to the tech sector amid an investment boom in artificial intelligence.While notable risks remain in this environment including lingering inflationary pressures and recent softness in the labor market, the underlying strength of corporate America should, at the very ...

Market Analysis by covering: S&P 500, SPDR® S&P 500® ETF Trust, Berkshire Hathaway Inc Class A, iShares MSCI ACWI ex U.S. ETF. Read 's Market Analysis on Investing.com ...

As the bull market rages on, I continue to harbor tremendous concern about the fact that the stock market's gains have been largely driven by the top end of the market, with large-cap growth stocks commandingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since ...

The bull market in U.S. stocks might not see much more than a pause for the rest of this year, despite the S&P 500's lofty valuation, according to Morgan Stanley's Andrew Slimmon. ...