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Investor expectations are high heading into the earnings season, leaving lots of room for disappointment. Consensus estimates signal S&P 500 earnings to grow 22% from the year-ago period, that’s after more than 27% growth in the first quarter, Bank of America reported. “Expectations are elevated, but we see no signs of earnings momentum rolling over,” Bank of America strategists said, issuing an earnings forecast that sat above consensus estimates and lifting their full-year EPS outlook.
US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support second-half 2026 and fiscal 2027 earnings revisions, Bank of America analysts wrote in a note ahead of the sector’s upcoming earnings...
JPMorgan, Morgan Stanley, and Bank of America all crushed Q1 earnings, but strong results and a strong stock are very different things, and right now these three banking giants sit at very different points on the risk-reward curve.
(Bloomberg) -- Europe’s sovereign-debt dynamics are in danger of going badly awry if the region doesn’t get a grip on its public finances, the International Monetary Fund said.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkHormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleDOJ Is Probing Claims UAW’s President Abused Unio
BEST PRACTICES Merrill, a unit of Bank of America recruited several financial advisors and their teams, including a former Morgan Stanley advisor whose team oversaw $1.5 billion in client assets, a Merrill spokeswoman said.
Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...
Several leading U.S. banks and financial institutions have joined the United Kingdom’s tokenization taskforce...
(Bloomberg) -- Wall Street’s trading bonanza is poised to keep rolling. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysTrump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Renews Iran Strikes as Both Sides Dispute Hormuz StatusThe biggest US banks — set to kick off a marathon Tuesday with five of those firms reporting se
Strategists expect resilient earnings beyond tech as S&P 500 profits are projected to jump 23% this quarter.
US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...
MS' Q2 earnings may get a lift from stronger trading, higher IB fees and improving net interest income.
Big banks are kicking off second quarter earnings season on Tuesday, Jul. 14, with reports from JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC), Bank of America (BAC), and Citigroup (C). Morgan Stanley (MS) posts its results on Wednesday. RBC Capital Markets analyst Gerard Cassidy shares which banks he thinks could surprise markets and investors.
Research analysts from the investment bank recently published a report outlining some key themes surrounding the AI chip market.
Morgan Stanley stock has delivered a very strong 186.2% total return over the past 5 years, yet the core valuation checks now suggest investors are paying a premium to own it, with the Excess Returns intrinsic value estimate pointing to a richer price tag than the current fundamentals fully support. A 186.2% 5 year return signals that long term holders have already captured substantial gains, which can reduce the margin of safety for new buyers at today’s valuation. Growing reliance on...
In early July 2026, Morgan Stanley issued a series of fixed-rate, unsecured global medium-term notes across maturities from 2027 to 2033, while also completing a US$50.6 million 4.450% senior note due 2027. At the same time, analysts raised earnings and revenue estimates for Morgan Stanley ahead of its upcoming results, with growing attention on how its capital-raising in bonds and complex structured products aligns with expectations for expanding Institutional Securities and Wealth...
Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal fourth-quarter earnings on July 29, 2026, and analysts are already lining up with a hard-to-miss message. That message comes straight from the people ...
Honeywell Aerospace (HONA) officially became an independent, publicly traded company on June 29, 2026, and Wall Street has already made up its mind on the stock. The company separated from Honeywell International on June 29, 2026, and landed on the Nasdaq as HONA. The parent kept the HON ticker and ...
Investors came into July expecting a familiar stock market setup leaning on resilient earnings and AI spending, along with a seasonal stretch favoring equities. Though Morgan Stanley doesn’t feel that setup has gone away, it warns of a much narrower margin for error. There's a major $1.2 trillion ...
The 60/40 portfolio held up for decades, but retirees facing 25 or 30 years of rising food, housing, and healthcare costs are discovering a critical flaw baked into the bond-heavy half of that equation.
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.