analysts note

U.S. inflation is continuing to defy expectations, causing heightened concern among investors who doubt that the Federal Reserve will end its rate-hiking cycle. In September, the Consumer Price Index (CPI) rose by 3.7% year-on-year, mirroring August’s figure but surpassing the anticipated 3....

Third-quarter earnings season for U.S. banks officially begins this Friday. Among the financial heavyweights reporting earnings this week are JPMorgan Chase & Co. (NYSE:JPM), BlackRock Inc. (NYSE:BLK), Citigroup Inc. (NYSE:C), Wells Fargo Co. (NYSE:WFC) and PNC Financial Services (NYSE:PNC...

As the world grapples with increasing geopolitical uncertainty, Piper Sandler highlighted a company Monday that it said is poised to benefit from the chaos. CBOE Global Markets Inc. (NYSE:CBOE), a leading provider of market indices and options, has emerged as a robust defensive play in these...

Merrill, a Bank of America company, has thrown a curveball, challenging the traditional wisdom surrounding the predictive power of the U.S. yield curve inversion for recessions. In Merrill’s latest Capital Market Outlook, penned by Joseph P. Quinlan, managing director and head of CIO market...

Bank of America made a strategic call by upgrading the Consumer Discretionary sector from Underweight to Overweight while simultaneously downgrading Consumer Staples from Marketweight to Underweight. In a note shared Monday by equity analysts, including Savita Subramanian, the key driving force...