ActiveInvestorMag.com: Analysts & Strategists

Morgan Stanley’s Wilson says the stock correction is in its final innings

Tue, 20 Oct 2026 21:17:00 GMT

The bank’s chief US equity strategist sees the S&P 500 reaching 8,300 by May 2027 and expects high-quality companies to hold up best.

Mike Wilson, Morgan Stanley’s chief investment officer and chief US equity strategist, said the market is in the final innings of its correction. He said the correction in the average American stock is nearly over. He made the case on a television appearance in which he discussed the latest market trends and the state of the AI trade.

Wilson set a target that would put the S&P 500 at 8,300 by May 2027. He expects high-quality companies to remain comparatively resilient. His team discussed on Monday its financial conditions index, a compilation that includes interest rates. The call is a claim that the broad market, not only its leaders, is close to a turning point.

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Dimon calls the US economy booming and names five risks under the surface

Mon, 19 Oct 2026 21:20:00 GMT

JPMorgan’s chief executive paired an upbeat read on growth with warnings about war, inflation, government deficits and competing demands for capital.

Jamie Dimon said the US economy is booming while warning about inflationary risks from global deficits and AI spending, The Hill reported. The Wall Street Journal summarised his view the same way: booming, but war and inflation pose risks. He warned of five economic threats he described as lurking under the surface. IndexBox reported the same framing, that Dimon flagged five risks beneath solid US economic growth.

Among them he placed the simultaneous capital demands from infrastructure projects, defence spending and persistent government deficits. Coverage of the remarks noted that the central bank’s next two monetary policy meetings fall in late October and after. Barchart reported the backdrop at his own bank, where JPMorgan missed earnings expectations, faced bond losses and saw expenses grow. Asked again about politics, Dimon reiterated that he has no intention of running in the next presidential election, saying he loves what he does.

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Goldman Sachs tells clients to buy 23 lagging stocks as the tech trade wobbles

Mon, 19 Oct 2026 21:20:00 GMT

The bank’s US equity strategists are pointing clients towards sectors left behind by the AI rally while keeping their year-end index target in place.

Goldman Sachs strategists led by Ben Snider told clients that investors should focus on buying stocks in sectors that have lagged, as the tech sector that drove the market wobbles. The list runs to 23 names drawn from those lagging sectors. Business Insider described the same 23 as defensive stocks and reported that the bank pointed to higher interest rates, which have cut into growth expectations for the US economy. Quartz reported the note as urging clients to buy 23 stocks from lagging sectors as big tech wobbles.

The reports disagree on when the note went out. MarketWatch said Snider’s team wrote to clients late on Friday, while Business Insider dated the note to Monday. Business Insider Africa summarised the message as telling investors to buckle up for a more challenging year ahead for the US stock market.

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Wall Street strategists trim equity targets after the worst week since June

Mon, 19 Oct 2026 14:22:00 GMT

Morgan Stanley says the index is masking a broader pullback while Yardeni cuts its year-end S&P 500 target.

Equities came into the week off their worst stretch in months. Nasdaq futures rose up to 200 points after the worst week since June, ahead of a heavy run of results. The strategists who set index targets used the break to mark down their numbers and to argue that the headline benchmark is not describing the market underneath it.

Morgan Stanley’s chief equity strategist, Mike Wilson, expects the high-quality S&P 500 to “catch down” to the rest of the equity complex, and MarketWatch reported his view that an index retreat on that basis would signal a buying opportunity rather than a warning. Opening Bell Daily noted that Wilson still sees upside from here, and that within the Magnificent 7 Apple leads Tesla by 47 points.

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Goldman Sachs tells clients oil returns to $80 a barrel by 2027 as Brent settles near $110

Sat, 17 Oct 2026 21:20:00 GMT

The bank’s head of oil research said Middle East supply recovers and prices ease, on a day December Brent settled at $109.86.

Goldman Sachs told clients that oil prices may ease to $80 a barrel in 2027 as Middle East supply recovers. The bank expects Brent crude to come back to that level, according to its published view. Daan Struyven, co-head of global commodities research and head of oil research at the bank, set the forecast out in a report, which said the recovery in regional supply is the driver.

The call lands in an expensive market. Brent hit $110 for the first time since May as Iranian attacks continued and Ukraine kept striking Russian energy infrastructure. On Friday, Brent crude for December delivery settled up 3.7% at $109.86 a barrel, and December West Texas Intermediate gained 2.6%, with the Wall Street Journal attributing the move to Middle East and Russia-Ukraine concerns.

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A Chinese memory advance drops the Kospi 5.46% and extends the chip selloff

Tue, 13 Oct 2026 21:28:00 GMT

Progress on a denser DRAM design at China’s CXMT sent Samsung, SK Hynix and SoftBank lower and pushed global equities down for a second session.

South Korea’s Kospi plunged 5.46% as doubts about the semiconductor supercycle built on demand from AI data centres sent major Korean chipmakers lower. The trigger was a report that China’s CXMT had made progress on a denser DRAM chip design. Samsung, SK Hynix and SoftBank fell together, with SoftBank particularly sensitive to questions over whether AI revenues can justify its capital commitments.

South Korea’s market, heavily exposed to the two chip giants, led a decline across Asian technology shares. In the United States, stocks fell for a second consecutive session as doubts about AI’s ability to power corporate earnings much further coincided with heavier fuel charges supporting lofty Treasury yields. Nasdaq futures had pointed lower before the open as the global AI selloff intensified. The previous day had already brought a hard session for chip stocks.

CXMT’s advance sparked profit-taking in semiconductors while mixed bank earnings and a flattening yield curve kept the main indexes pinned. The selloff pulled European stocks back from a one-week high.

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Big banks open earnings season with mixed results and a rare JPMorgan miss

Tue, 13 Oct 2026 21:28:00 GMT

JPMorgan earned $15.3 billion in the third quarter and still fell short of expectations, while Wells Fargo and Goldman Sachs beat.

JPMorgan Chase reported a third-quarter profit of $15.3 billion and missed analysts’ expectations. Reuters described it as a rare profit miss, with dealmaking and bond trading losing momentum. One account of the results put revenue growth at 8% and the bank’s Basel III common equity Tier 1 capital at approximately $304 billion. The shares rose anyway.

Wells Fargo beat estimates, which it credited to credit quality, and its profit rose on loan growth and higher net interest income. At Goldman Sachs a strong equities performance offset weakness in fixed income, according to the Financial Times. The Economist summarised the day as mixed earnings for American banks.

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Crude reverses to an October high and Goldman lifts its December target to $90

Mon, 12 Oct 2026 21:29:00 GMT

Doubts about the announced energy ceasefire and a fresh attack on a Saudi airport turned last week’s slide around.

Geopolitical tension lifted oil prices to an October high at the start of the week, raising inflation worries and quelling hopes of substantially lighter interest rates in the near term, Interactive Brokers said in its Monday market note. The Wall Street Journal attributed the rebound to doubts about the Russia-Ukraine energy ceasefire and to a Houthi attack on a Saudi airport. OilPrice said crude jumped 2 percent as the Saudi attacks and tanker strikes revived fears about the Strait of Hormuz, outweighing President Donald Trump’s announcements.

TradingKey said Brent topped $107 after the attack on the Saudi airport. Goldman Sachs raised its December oil price target to $90, citing what it called significant risk from the Iran war, according to an account of the bank’s note published by Yahoo Finance. Prices had retreated at the end of last week, dragging energy stocks lower, after Trump claimed a Russia-Ukraine ceasefire.

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Investors face US inflation data and the start of earnings season this week

Sun, 11 Oct 2026 14:33:00 GMT

The week’s calendar puts US, eurozone and Chinese inflation alongside the first bank results and the IMF meetings in Bangkok.

The week ahead is built around inflation. The Wall Street Journal’s preview for currency and bond investors put US inflation data in focus, alongside figures from the eurozone and China, UK growth numbers and Chinese trade data. A separate preview listed the same week as carrying the IMF and World Bank meetings plus US, Chinese and Indian inflation reports, with Fed vice chair for supervision Michelle Bowman speaking at the Bangkok Economic Festival and Cleveland Fed president Beth Hammack also on the schedule.

Rate-setters are speaking into that calendar. Fed chairman Kevin Warsh is to take part in a fireside chat with the IMF’s managing director, and a keynote from him at the Jackson Hole summit was due the same day, according to a currency desk’s weekly note. Another week-ahead note framed the period as US CPI, Fed rates and Treasury yields, with UK data testing sterling: annual retail-sales growth is expected to improve from 0.5 percent to 0.8 percent while monthly growth is forecast to slow, in a line the excerpt cuts off.

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Taleb calls the stock market a trap and points at vulnerable bonds

Thu, 08 Oct 2026 14:34:00 GMT

The Black Swan author says a pullback in Treasury demand could open a fault line across markets.

Nassim Taleb, author of The Black Swan and a distinguished scientist at Universa Investments, has called the stock market a “trap” and described a class of “naive” artificial intelligence investors. The remarks were made in an interview carried by Bloomberg and syndicated by other outlets. The same appearance was carried as video by two outlets and in text by a third, under the headline that he calls stocks a trap.

His warning on bonds is specific about the mechanism. Taleb said a pullback in demand for US Treasuries risks creating a fault line across markets. One headline summarised the point as vulnerable bonds risking harm to the stock rally. Bloomberg also posted the warning on X, reproducing the line about a pullback in demand for US Treasuries.

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Morgan Stanley says half the US market is already in a bear market

Tue, 06 Oct 2026 14:34:00 GMT

Index levels remain near records while, by Morgan Stanley’s count, roughly half of listed US stocks have fallen into bear-market territory.

Morgan Stanley’s chief US equity strategist, Mike Wilson, and his team published a note on Monday arguing that the average US stock is quietly getting crushed even as headline indexes hold up. In the same report, Wilson said about half of US stocks are now in a bear market and described the market as standing at a crossroads.

A separate summary of the note put the count in terms of the broad market: half of Russell 3000 constituents are in a bear market, with Treasury volatility set to shape the US equity outlook. Wilson said US stock indexes remain near record highs while market internals tell a different story.

Wilson’s team set the warning against a backdrop of indexes that have kept making highs, which is why the note is framed around internals rather than levels. The firm published it on Monday, before the week’s trading.

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Morgan Stanley and Gundlach Warn the Index Is Masking a Weak Market

Fri, 02 Oct 2026 14:31:00 GMT

More than half of US stocks have fallen 20 per cent or more since June even as the headline index holds up, strategists said this week.

Morgan Stanley’s chief US equity strategist Mike Wilson said the S&P 500 is hiding a weaker market, with over half of Russell 3000 stocks down 20 per cent or more since June. The same point was put more bluntly elsewhere: more than half the market is down 20 per cent.

Gundlach, described as the new bond king, made a parallel argument, warning that US stocks are a hollow tree rotting from within and that the market could be about to snap. Speaking in an interview with David Rosenberg of Rosenberg Research, he relayed the story of a 100-year-old silver maple at his house in Buffalo. At an event in Toronto hosted by Rosenberg, he noted a figure of 440 of the 500 stocks in the index, in remarks reported under the description of the US stock market as a diseased tree.

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Bridgewater’s chief executive warns AI could dislocate 18% of US jobs

Thu, 01 Oct 2026 21:29:00 GMT

Nir Bar Dea put a number on the hedge fund’s view of AI’s labour risk while the firm runs a $2 billion AI fund.

Bridgewater Associates, among the largest hedge funds globally, has put a concrete number on AI’s downside risk. Chief Executive Officer Nir Bar Dea said AI could dislocate around 18% of American labor if governments and society fail to prepare for the shift. Bar Dea said the figure was the firm’s own estimate. He warned that AI threatens societal breakdown. Ground News reported the warning as Bridgewater cautioning that AI could disrupt nearly a fifth of US jobs.

Bar Dea made the remarks on a new episode of The David Rubenstein Show: Peer to Peer Conversations. The episode is due to air on Oct. 28. In the interview he said the firm is highly optimistic about the positive impacts AI will bring while also recognising the risks. A summary of the remarks added that the firm highlighted risks of social unrest if the shift is left unchecked. Crypto Briefing noted the message came from Bar Dea in a Bloomberg interview.

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Goldman says AI drove S&P 500 profits 51% higher but the tailwind is fading

Sun, 27 Sep 2026 14:41:00 GMT

The bank attributes almost half of this year’s index earnings growth to AI-related investment, and expects depreciation to offset nearly all of those gains by 2028.

The AI boom drove S&P 500 profits 51% higher, and its biggest tailwind is fading. Goldman Sachs chief US equity strategist Ben Snider estimates that almost half of 2026 S&P 500 earnings growth can be attributed to AI-related investment. Goldman Sachs Research has asked directly whether AI investment can drive S&P 500 earnings even higher from here.

Recent earnings growth has been “extraordinary”, Snider wrote in a Goldman Sachs Research report. AI appeared on 67% of S&P 500 earnings calls in the second quarter. Nearly half of the index’s earnings-per-share growth came from AI investment. Profits at the index level jumped 51% on the boom.

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Goldman tells clients the profit boom is a cyclical peak, not a bubble

Sat, 19 Sep 2026 14:12:00 GMT

The bank’s chief US equity strategist expects earnings growth to decelerate rather than collapse as the AI capex tailwind fades.

Goldman Sachs chief US equity strategist Ben Snider pushed back on the idea that US corporate profits are in a bubble. “Our base case is for S&P 500 earnings growth to decelerate, not collapse, in coming years,” he wrote in a client note.

The starting point is unusually high. Snider noted that S&P 500 earnings per share grew 51 per cent in the second quarter and 26 per cent over the past four quarters, lifting profits well above trend. That pace suggests companies are over-earning as AI investment surges. His team attributes the above-normal earnings to three temporary factors, AI-related effects among them, which one summary described as hyperscaler capex, high memory margins and non-operating income.

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BIS Warns the AI-Driven Equity Rally Is Showing Signs of Vulnerability

Tue, 15 Sep 2026 14:13:00 GMT

The central banks’ own institution says investors are growing cautious about a rally now resting on rising debt and leveraged non-bank money.

The Bank for International Settlements said on Monday that global market momentum tied to artificial intelligence is showing signs of vulnerability. In a new report, the BIS said investors were becoming “increasingly cautious” about the rally, a finding carried in the same terms elsewhere.

The institution tied that caution to financing. The BIS warned that the AI-driven equity rally is exhibiting growing vulnerabilities as debt rises, putting the leverage behind the trade rather than its valuation at the centre of the analysis.

It also drew on a specific episode. The BIS said the near-collapse of the AI-focused fund Situational Awareness is a cautionary tale about the increasing role leveraged hedge funds play in global markets, citing the fund’s 67% drawdown and $16 billion fire sale as an illustration of how leveraged non-bank players transmit stress.

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AI-linked shares fall worldwide after the labs call for a slowdown

Mon, 14 Sep 2026 14:23:00 GMT

The sector carrying index earnings growth sold off on Monday as investors tried to price a deceleration the industry asked for itself.

Stocks tied to artificial intelligence fell on Monday after AI leaders, led by Anthropic chief executive Dario Amodei, united to urge a slowdown. The Financial Times reported global AI stocks slipping on concerns over risks. Nasdaq futures slid as AI-related stocks tumbled worldwide, with oil jumping at the same time.

European shares slipped as the slowdown call hit technology and the oil surge weighed. SoftBank shares tumbled 13 percent. Bloomberg reported that Anthropic’s warning was seen as a setback for chip stocks. Portfolio Adviser described a stock market shaken by stark AI warnings and a rolling oil crisis.

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Goldman lifts its oil forecasts as Middle East shipping risk persists into 2027

Sun, 13 Sep 2026 14:13:00 GMT

The bank’s commodities team raised its outlook on the view that markets are pricing a prolonged conflict, even as the International Energy Agency points to demand destruction.

Goldman Sachs lifted its 2027 oil outlook as Middle East shipping risks persist. Strategists led by Daan Struyven now forecast Brent at 85 dollars a barrel and West Texas Intermediate at 80 dollars for December 2026, followed by respective prices of 80 dollars and 75 dollars. Struyven, co-head of Goldman Sachs global commodities, said markets are increasingly pricing a prolonged Middle East conflict, and the bank’s view is that the supply shock may remain into 2027.

Spot prices have been climbing back toward those levels and past them. United States crude closed above 102 dollars a barrel amid fighting in the Persian Gulf, and net long positions in West Texas Intermediate hit a twenty-week high as prices climbed back above 100 dollars. Oil has jumped beyond 80 dollars a barrel, with warnings that it could go further.

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Morgan Stanley’s Wilson names oil as the trigger for an equity correction

Sun, 13 Sep 2026 14:13:00 GMT

The strategist put a level on it: crude above 120 dollars would drain liquidity, in a week when stocks rose on the prospect of a Federal Reserve rate rise.

Morgan Stanley’s Mike Wilson warned that oil prices and heavy corporate fundraising may pressure stocks, while leaving room for the bull market to continue. His warning was reported as flagging an S&P 500 correction within 30 days, with rising oil the proximate cause. The specific threshold was that if oil prices exceed 120 dollars, it could drain liquidity and strain investors’ capital operations. Coverage noted that Wilson sees trouble ahead but that his accompanying advice was not the obvious defensive one, and that he sees reason for investors to look at their next steps far more carefully.

The market did not trade as though it agreed. United States stocks climbed on the inflation figure that boosted the odds of a Federal Reserve rate rise, a signal that investors like the idea of a hike tamping down inflation. The Dow, the S&P 500 and the Nasdaq ended a losing week on a high note as those odds firmed.

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Brent Holds Above $100 and Goldman Calls $120 Plausible

Thu, 10 Sep 2026 21:16:00 GMT

A second day of triple-digit crude pushed inflation expectations and borrowing costs higher across the world.

Oil futures remained firmly above $100 a barrel for a second day as energy flows from the Gulf slowed. Brent surpassed the $100 mark as Middle East tensions escalated, with two analysts from ING Bank citing the escalation and CENTCOM noting that one vessel, the M/T Riesco, sank in the Gulf of Oman. The BBC reported the price of oil jumping to $105 a barrel amid signs the Iran war will not be resolved quickly.

By Thursday, France 24 put Brent above $106 as Iran-aligned Houthis gained further leverage over the Bab el-Mandeb Strait, one of the world’s most important shipping routes. Econbrowser’s reading of EIA data put cash crude at $97.87, with NYMEX futures at $101.47 a barrel.

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Brent Crosses $100 and Equities Slide for a Third Day

Wed, 09 Sep 2026 21:14:00 GMT

Crude broke into triple digits for the first time since July, and Wall Street strategists split over whether it changes the equity story.

Brent crude crossed $100 a barrel for the first time since July, and held near that level as the session went on. Wall Street futures had already dipped before the open on the back of the move. The Guardian tied the rise to escalation in the Iran war. Barron’s described the same session as a return of Iran war fears, with stocks struggling as Brent topped $100.

US equity indexes fell for a third consecutive day, with the Dow down 300 points and the S&P 500 and Nasdaq also lower as Brent reached the $100 mark. Earlier in the shortened week, CNBC reported the Dow dropping 600 points as oil prices climbed. Bank of England governor Andrew Bailey said the latest rise in oil prices was putting pressure on inflation and interest rates.

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Goldman puts $120 oil back on the table if Hormuz shipping attacks widen

Tue, 08 Sep 2026 21:13:00 GMT

The bank lifted its Brent forecast and set out a separate scenario in which broader tanker attacks carry crude far above current levels.

Goldman Sachs told investors that Brent crude could reach $120 a barrel if attacks on shipping in and around the Strait of Hormuz broaden and intensify. Daan Struyven, the bank’s co-head of global commodities research, set out the scenario in an interview on Bloomberg TV. He said recent developments had increased the importance of that risk.

The $120 figure is a conditional scenario rather than the bank’s central case. Alongside it, the commodities team led by Struyven raised its December 2026 Brent futures forecast by $5 to $85 a barrel. That revision was reported as a reversal of the direction the bank had been travelling in, driven by the same shipping-disruption risk that underpins the higher scenario.

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Goldman Reverses Its Oil Call and Puts $120 Brent Back in View

Tue, 08 Sep 2026 14:15:00 GMT

Goldman Sachs raised its Brent and WTI forecasts and said prices could reach $120 a barrel if attacks on Middle East shipping widen.

Analysts led by Daan Struyven at Goldman Sachs raised their oil price forecasts on Monday, a significant shift from the stance the bank held three months ago. The team lifted its Brent and WTI forecasts by $5, to $85 and $80 a barrel for December 2026, and to $80 and $75 for 2027. The revision was framed around Middle East disruptions the bank now expects to extend into 2027. Struyven is the bank’s co-head of global commodities research.

Alongside the new base case, Goldman set out a higher scenario. Oil may rally to as much as $120 a barrel if attacks on shipping in the Middle East increase, the bank said. MarketWatch described the call as Goldman flipping its oil-price forecast and raising the prospect that Brent might exceed $120 per barrel. Struyven said the risk of shipping disruptions broadening and intensifying has become more pronounced. Brent was trading near $97 as the call circulated.

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