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Fed's Musalem: There is a scenario where economy might require a rate increase
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Goldman Sachs reacts to University of Michigan consumer sentiment data
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Qatar Has Sent A Negotiating Team To Tehran, In Coordination With The US, To Help Secure A Deal To End The Iran War- Reuters
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Fed rate hike conditions already met, say 14% of investors in survey from BofA
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Goldman Sachs sees positive US import outlook through May
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Morgan Stanley expects Fed to hold rates through 2026, cut in early 2027
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BofA questions whether US economy faces stagflation or reflation
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Morgan Stanley Expects the Federal Reserve to Maintain a Wait-and-See Approach
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Raymond James sees mixed momentum signals in equity markets
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Goldman Sachs lowers US recession probability to 25%, delays Fed rate cuts
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Goldman sees Q1 earnings strength driving S&P 500 to new highs
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Stifel: US non-residential construction spending up 0.1% in March
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Goldman Sachs forecasts 75,000 jobs added in April payrolls report
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Bank of America forecasts US April CPI at 0.5% on energy surge
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Bank of America forecasts April jobs report to show 80,000 new positions
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Goldman Sachs sees US stocks edge lower on oil price surge
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Canaccord sees stock resilience amid inflation and rate concerns
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TD Cowen: TrumpIRA.gov may have limited appeal for fund companies
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Morgan Stanley Expects Fed to Hold Rates Until Early 2027
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Iran Supreme Leader Sees 'New Chapter' in Gulf and SoH Post 'America's humiliating defeat'
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Goldman Sachs recaps Warsh defense of Fed independence at Senate hearing
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Morgan Stanley sees limited market impact from November midterm elections
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Pakistan Confident It Can Get Iran To Attend Talks With US - Reuters
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VIX drops to pre-war levels following Iran ceasefire
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Barclays: 'Fresh alternative indicators for March continue to point to solid gains in consumer spending'
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Raymond James Believes White House Has Not Made Decision on How to Proceed with Iran, Sees War Lasting to Mid-April
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Jefferies: 'Western media has continued...to describe the Strait of Hormuz as closed...it is only closed to all container and tanker traffic'
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Aletheia Tactical Alpha Strategist: 'The correction is becoming mature'
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Elevated volatility points to further downside for stocks, Wolfe warns
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HSBC: 'We are now max OW equities and fade the moves from the last few days – prefer Asia & Europe the most, US the least'
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Trump Says Venezuela Cooperating, Cancels Further Attack Wave
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Atlanta Fed GDPNow Estimating 5.4pct GDP Growth for Q4 2025
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BEA: GDP Q3 2025 (Third Estimate) to Be Released Jan 22
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Hassett: President Will Make Fed Chair Choice in One or Two Weeks
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Morgan Stanley: 'It's beginning to look a lot like a rate cut', 'We now expect a 25bp cut at the Dec Fed meeting'
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Fed's Waller: Supports 1/4 Point FFR Cut at Dec 9-10 Meeting
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Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'
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FOMC Lowers Target Rate Range 25bps to 400-425bps
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BofA: 'we expect significant divisions within the FOMC at the Sep meeting'
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Raymond James: 'Small cap value is the only style box meaningfully below its long-term P/E average'
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Raymond James: 'A new short-term (1-3 week) corrective phase is underway'
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Goldman: 'Despite the stabilization in US rates following last week’s rally, we still see attractive risk/reward to being long the front-end of the US curve'
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Goldman Trading Desk: 'Our Speculative Trading Indicator has increased sharply during the last few months', 'increased risk appetite within the equity market'
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Citi on CPI: 'should keep Fed officials confidently on track to resume policy rate reductions in September'
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Citi: 'Momentum is easing for US bullish flows as positioning levels declined across US indexes'
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Jefferies: 'The risk for the US is a gradual erosion of its influence in global trade governance'
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Morgan Stanley: 'we are looking for a subsequent slowdown in the US economy in the second half'
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BOFA: 'June US CPI preview: A little bit firmer'
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Citi: FOMC Minutes keep September rate cut likely
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Goldman's Hatzius: 'We are pulling forward our forecast for the next cut to September'
