The Economy Looks Shaky. So, Why Is The Stock Market Surging?

There's a massive disconnect between different indicators of the economy's health: economic indicators are waving red flags about employment and inflation, while financial markets are surging, seeing ... Read More

U.S. investors still have room to boost equities exposure if the economy comes in for a soft landing: Goldman Sachs

The S&P 500 index declined for a third consecutive week, on course for its biggest monthly drop of 2023, with rising Treasury yields and uncertainty surrounding the path of China’s economy among the ... Read More

'Old Economy' Stocks Soar On Earnings And New Growth Drivers

DuPont de Nemours beat earnings estimates early Tuesday led by higher artificial intelligence and China demand. Other "old economy" stocks Emerson Electric and Louisiana Pacific scored earnings ... Read More

'Tyranny of high expectations': A veteran investment chief explains why he's quietly cutting exposure to US stocks, even though he's optimistic about the economy and AI

US stocks are near record highs, even though GDP growth is slowing and questions about AI abound. Sébastien Page of T. Rowe Price is wary of the market's ambitious valuation. Here's how the investment ... Read More