Nasdaq has asked the Securities and Exchange Commission to approve trading sessions outside traditional market hours as it tries to capitalize on growing global demand for US stocks. Read more: https://t.co/OYQk8CTbGX📷️: Michael Nagle/Bloomberg https://t.co/gLDQMJkZzQ ...

Even asset managers who are worried that US stocks are too expensive and too concentrated have no choice but to chase gains, according to Andrew Cole, head of multi-asset investing at Pictet https://t.co/JWgkDBuNl5 ...

Goldman’s clients are pulling back their bullish views on AI and US stocks following last month’s slide, with fresh survey data showing expectations for the S&P 500 turned much more conservative heading into 2026 https://t.co/iAGHerHw1x ...

Core Insights - Global investors are advised to reduce exposure to US equities as emerging market stocks are expected to outperform developed market stocks for the first time in five years due to a weakening US dollar [1][4] - The US dollar has weakened significantly, dropping by 10% at one point this year, following a decade-long bull run that began in 2011 [1] - Cambridge Associates predicts a further decline in the dollar, anticipating a multi-year bear market starting in 2026 due to economic policy uncertainty, overvalued assets, and fiscal pressures [2] Market Performance - The weaker US dollar has positively impacted international stocks, with global non-US equities outperforming US equities by 6.6 percentage points in local currency terms and by 13.9 percentage points in US dollar terms in 2025 [3] - Latin America has shown remarkable performance in emerging markets, achieving a 37% year-to-date return on equities, supported by low valuations and improving macroeconomic conditions [5] Investment Recommendations - Cambridge Associates recommends investors to be overweight in global non-US equities in 2026, expecting the trend of outperformance to continue [4] - The heavy reliance on technology stocks in the US market makes it vulnerable, particularly if the artificial intelligence theme loses momentum, which could lead to a pullback by overseas investors [6] Valuation Metrics - The cyclically adjusted price-to-cash-earnings ratio for the MSCI USA index is 2.19 times higher than that of the MSCI Developed Markets index (ex-US), indicating a 50% premium to its long-term median [7] Economic Policy Context - The Trump administration is preparing to appoint a new Federal Reserve chair, with a focus on lower interest rates and a weaker US dollar to address the trade deficit and stimulate US industry [8]

Group 1 - US equities experienced a rise on Tuesday, driven by a rebound in Bitcoin and strong performance from major technology companies [1] - The Dow Jones Industrial Average increased by 137 points, representing a 0.3% gain [1] - The S&P 500 also rose by 0.3%, while the Nasdaq Composite advanced by 0.4% [1]

Core Viewpoint - JPMorgan's chief equity strategist, Dubravko Lakos-Bujas, anticipates another strong year for US stocks despite concerns about market bubbles and macroeconomic uncertainties [1] Group 1: Market Outlook - The strategist expresses confidence in the resilience of US equities, suggesting that the market will continue to perform well in the upcoming year [1] - Concerns regarding potential bubbles in the market are acknowledged, yet they do not overshadow the positive outlook for stock performance [1] Group 2: Economic Context - Macroeconomic uncertainties are highlighted, indicating that while challenges exist, they are not expected to derail the overall positive trajectory of US stocks [1] - The report emphasizes the importance of monitoring economic indicators that could impact market dynamics in the future [1]

A year-end rally in US stocks seemed like a lock a few weeks ago. Now Wall Street isn’t so sure https://t.co/MlnrsCPKVf ...

Fairlead Strategies' founder and technical analysis expert Katie Stockton says the fate of US stocks hinges on how Bitcoin trades over the weekend. The risk-off sentiment driven primarily by macroeconomic uncertainty pushed the world's largest cryptocurrency by market cap down to the sub $81,000 level this morning. ...

Market Trends - Wall Street experienced a brutal day, casting doubt on US stocks' performance during a typically strong period [1]

Morgan Stanley strategist Michael Wilson became one of the most bullish voices on US stocks as he predicted a 16% rally for the S&P 500 Index over the next year: Here’s your Evening Briefing https://t.co/qw5x2vBFMa ...