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Equity analysts have turned net negative on the outlook for US corporate earnings for the first time in months, reflecting concerns about the effect on profits of inflation and higher interest rates.

JPM could see a modest NII rise from the Fed's 25-basis-point rate hike, though deposit costs, loan demand and credit quality remain key variables.

BRP now carries a higher Fair Value Estimate of CA$103.07, up from CA$97.22, which lines up more closely with the Street price targets that have been cited after the latest update. Recent analyst commentary reflects this shift, with more upbeat views tying higher targets to Q2 execution and product momentum, while cautious voices still highlight tariff and valuation risks. As you read on, you will see how this evolving narrative around BRP may shape the way you track the stock from here. Stay...

While it’s understandable that the surprising news has caused a sizable selloff in Citi stock, the pessimism could be an overreaction.

Investing.com -- Citi told investors in a note Wednesday that it has drawn three lessons from history for investors as the Federal Reserve is expected to raise interest rates, arguing the move need not end the equity bull market.

Investing.com -- Citi analysts suggested in a note Tuesday that market expectations for Federal Reserve policy may be turning too hawkish ahead of Wednesday's decision, in which it expects a 25-basis-point rate hike.

Bank ETFs are in focus as rising inflation lifts Fed rate hike odds, creating potential tailwinds and risks for the banking sector.

By Rashika Singh Sept 10 (Reuters) - Wall Street banks Goldman Sachs and Citigroup, alongside Barclays, expect the European Central Bank to raise interest rates further after Thursday's hawkish policy

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

A robust outlook for Corporate America is helping underpin US stocks as inflation risks mount.

The bank had previously expected cuts in October and December 2026 and January 2027, but a stronger-than-expected August jobs report changed its outlook

Citigroup has officially abandoned its expectations for Federal Reserve interest rate cuts in 2026.

Here is how Citigroup (C) and Federal Agricultural Mortgage (AGM) have performed compared to their sector so far this year.

Goldman Sachs wants the Fed to hike again while Citi calls for three cuts starting in October, and the gap between those two forecasts could quietly drain hundreds of dollars a year from your savings account.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.

Investing.com -- Citi upgraded Bath & Body Works to Buy from Neutral ahead of the retailer’s second-quarter results next week, citing expectations for an earnings beat, a depressed stock price and potential upside from energy prices and tariff refunds. This combination of factors "creates a very attractive risk/reward" heading into the print, the bank’s analysts said.

Silver could climb as high as $90 an ounce over the next six to 12 months, according to Citi, as stronger investor demand potentially outweighs a softer outlook for some industrial uses. The bank maintained its bullish price forecasts and expects easing geopolitical tensions and a less hawkish Federal Reserve to create a more favourable backdrop for the precious metal.

(Bloomberg) -- Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Tril

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Does JPM's rising 2026 NII outlook, diversified revenues and solid capital base make it well suited for the Fed's higher-for-longer rate stance? Let's find out.

(Bloomberg) -- Tucked into Federal Reserve Chairman Kevin Warsh’s eventful press conference on Wednesday was a suggestion the US central bank could shift its approach to assessing inflation — a remark that’s sowing angst among some investors.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Poised for Best Day Since April 2025: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionBond Yields at 19-Year High Send Warsh Credibilit

(Bloomberg) -- It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed again sat on the fence Wednesday — and held interest rates steady even as consumer prices keep rising far faster than its target, month after month — Wall Street analysts found the message far from reassuring.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middl

Goldman’s stock, which fell 4.6%, was on track for its worst performance in two months. Morgan Stanley, JPMorgan, and Bank of America—all of which hit records this month, too—dropped 3.4%, 2.3%, and 1.2%, respectively on Wednesday. Citi was down 3.3%, and Wells Fargo dropped 2%.

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(Bloomberg) -- Meredith Whitney, the former bank analyst who rose to fame for a 2007 report ahead of the global financial crisis, warned that a US “reckoning” is coming in the fourth quarter as one-time economic boosts from the World Cup and residual fiscal spending fade.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart

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(Bloomberg) -- Federal Reserve officials will head into their policy meeting this week confronting a resurgence in price pressures that could make their decision on whether to hold or hike interest rates a close call — and a contentious one.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysTrump Seethes as Iran War Spirals Anew With No End in SightUS, Iran Extend Pause in Strikes as Oman Holds Horm