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Morgan Stanley weighs in on correlation between stocks and yields

Investing.com – A negative correlation between stocks and US government bond yields is likely to persist until the 10-year Treasury yield falls back…
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Taiwan’s Compal, Inventec mull US expansion to counter Trump tariffs

By Wen-Yee Lee TAIPEI (Reuters) – Taiwanese contract laptop makers Compal and Inventec may expand into the United States with Texas eyed…
Stock

Vivendi’s new ‘galaxy’ of companies needs more time to explain strategy, analysts and investors say

By Gianluca Lo Nostro, Florence Loeve and Paul Sandle GDANSK/PARIS/LONDON (Reuters) – Vivendi (OTC:VIVHY) management and bosses of some of its newly…
Stock

European stocks just higher; Trump’s inauguration in focus

Investing.com – European stock markets edged slightly higher Monday, with activity likely curtailed ahead of the inauguration of US President-elect Donald Trump…
Stock

How exceptional is US exceptionalism?

Investing.com — Wells Fargo (NYSE:WFC) Investment Institute has maintained a positive stance on the resilience of US economic growth and market performance,…
Stock

Key questions for the Eurozone economy for 2025

Investing.com — The Eurozone economy faces a delicate balancing act in 2025, with growth expected to stabilize but numerous uncertainties looming, according to…
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What is the 2025 outlook for UK retail stocks?

Investing.com — It has been a tough start to 2025 for UK retail stocks, with worries about the UK budget filtering through to…
Stock

5 big analyst AI moves: Questions over Nvidia’s momentum; AMD downgraded

Investing.com — Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get…
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Is the Treasury sell-off over? Capital Economics weighs in

Investing.com – While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen,…
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5 key trends, 3 secular themes and 10 top software stocks to own for 2025: BofA

Investing.com — Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive and is…
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