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Analyst recommendations: AT&T, Cloudflare, Salesforce, Broadcom, Wise...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

January 17, 2025 at 05:33 am

The paradox of a thriving U.S. economy

Wall Street braces for a high-stakes earnings season. As the U.S. economy flexes its overachieving muscles, the markets grapple with the paradox of prosperity, where too much success sparks as much fear as faltering does.

January 13, 2025 at 08:56 am

Wall Street rallies on inflation and earnings bonanza

As we stand on the brink of Donald Trump's inauguration, the financial markets were holding their breath, waiting for the December US inflation figures to drop. With investors clinging to their convictions and avoiding risks, this morning had a mix of anticipation and anxiety. And the data delivered just what they hoped for. Adding to the excitement are the US bank earnings reports and whispers of new Washington-imposed restrictions on chip manufacturers trading with China.

January 15, 2025 at 09:01 am

Inflation fears take a chill pill

Investors finally caught a little break this week after last week's turmoil, which was sparked by unexpectedly strong employment figures. Those numbers highlighted the robust health of the U.S. economy and dashed hopes for imminent Federal Reserve rate cuts. However, today's producer price index (PPI) data has given investors a reason to smile. The PPI came in lower than anticipated, suggesting that inflation isn't as rampant as some feared. This development bolsters the case for those advocating for rate cuts from the Federal Reserve in the first half.

January 14, 2025 at 09:42 am

Banks, bulls and tame inflation

After a recent bout of market jitters, investors have found their footing again, buoyed by tamer-than-expected U.S. inflation figures and stellar performances from Wall Street's financial giants. The result? A market rally reminiscent of the post-election surge following Donald Trump's victory in November. As the president-elect prepares for his inauguration next Monday, he's also stepping into the role of Middle East peacemaker, thanks to a ceasefire in Gaza brokered by both the outgoing and incoming administrations.

January 16, 2025 at 09:42 am

Hiring highs trigger Wall Street woes: No cuts on the horizon

Data highlighting the robustness of the U.S. labor market took investors by surprise, signaling the Fed to hold the line on interest rates. This cast a shadow on investors' hopes for rate cuts, as a strong economy endorses the Fed's current stance, leaving equity markets to adjust to the tempo of resilience. As the corporate earnings curtain rises, the dollar's strength plays a lead role, echoing historic sentiments that while the currency is American, the repercussions are global.

January 10, 2025 at 09:02 am

Investors watchful as Trump era looms

In the prelude to Friday's market opening, U.S. equity futures were on the rise, with the S&P 500, Dow Jones Industrial Average, and Nasdaq futures climbing by 0.5%, 0.6%, and 0.9%, respectively. This upward tick is largely fueled by stronger-than-expected earnings from major banks, which have propelled the S&P 500 and Dow to notable weekly gains. The S&P 500 banking index and regional banks have been standout performers. Tension and anticipation are running high among investors as Trump's inauguration approaches...

January 17, 2025 at 09:25 am

Is bitcoin price heading for a correction?

Since the beginning of the year, BTC has regained volatility, mostly on the downside. After reaching a lower high of $103,800 on January 6 and a lower low of $89,500 on January 13, it might be poised for further correction.

January 15, 2025 at 12:15 pm