July 3, 2025 09:21 PM GMT US Equity Strategy July 3, 2025 Strategy Data Pack – July 2025 Key Points: • Tougher 1H 2025, Better 2H 2025 and 2026 • Stocks will get in front of a Fed Policy shift. M O R G A N S T A N L E Y R E S E A R C H Michael Wilson Chief US Equity Strategist & CIO of Morgan Stanley M.Wilson@morganstanley.com +1 212 761-2532 Andrew Pauker Equity Strategist Andrew.Pauker@morganstanley.com +1 212 761-1328 Michelle M. Weaver, CFA US Thematic Strategist Michelle.M.Weaver@morganstanley.com +1 2 ...

Key Takeaways New orders for U.S. factory goods surged 8.2% in May, led by a 230.8% jump in commercial plane demand. ATR, ALLE, BWEN, and DXPE show earnings growth and upward estimate revisions over the past 60 days. Manufacturing recovery hopes rise as inflation eases and potential Fed rate cuts boost investor sentiment.The U.S. manufacturing sector is trying to rebound after suffering for over a year. New orders for U.S.-manufactured goods made a solid rebound in May, with the manufacturing sector showi ...

The RBA is poised for its first back-to-back rate cut in six years. Read today's Australia Briefing, by @argana_carmeli for the best of Bloomberg from Down Under and around the world. https://t.co/ZnGsNqqupx ...

STOCKS ARE HITTING NEW ALL-TIME HIGH AHEAD OF THE SEPTEMBER POTENTIAL FED RATE CUTBITCOIN WILL FOLLOW! https://t.co/oBdOnFqUWw ...

Key Takeaways Bank OZK declared a $0.44 dividend, marking its 21st hike in five years and yielding 3.38%. Lindsay Corp announced a $0.37 dividend, with five increases in five years and a 21% payout ratio. Sandstorm Gold raised its dividend to $0.02 per share, its seventh hike in five years, yielding 0.59%.Wall Street is on a rally driven by easing tariff fears and optimism surrounding a rate cut by the Federal Reserve in the coming weeks. The S&P 500 and Nasdaq hit fresh closing highs on Thursday, and inv ...

June was another banner month for the stock market as investors reacted to solid economic data, diminishing concerns about the trade war, and an update from the Fed that showed it still planned to cut rates twice this year.The S&P 500 closed at an all-time high, and while the Dow Jones Industrial Average was short of its peak in December 2024, the blue chip index still finished with solid gains.The chart below shows how all three major indexes performed last month, finishing with solid gains. As you can see ...

Asia Pacific Equity Research 30 June 2025 J P M O R G A N Mid-Year Prospects Consumer Discretionary This report forms part of J.P. Morgan Australia Mid-Year Prospects series as we take stock at the mid-point of 2025 and set out our Top Picks and Least Preferred stocks for the remainder of the year. Top Pick –Harvey Norman (HVN AU, OW) Leverage to housing cycle an earnings tailwind. Harvey Norman offers late- cycle exposure to housing, driven by a category mix which is highly leveraged to housing activity, s ...

India’s busy local-currency rupee bond market is poised to slow after the country’s central bank hinted room for further rate cuts could be limited https://t.co/lgIpzqTyo9 ...

Found it really interesting. These big capital projects in infrastructure just keep coming. What does that signal to you about what the market should model for in the coming years ahead.Hi, Ash. Thanks for having me. I think the significance of this deal is that the demand for computing power is just insatiable.And remember, when Dixie come out, a lot of investors were worried that actually there may not be the need for so much computing power if the modelling is so efficient. But actually, that's that's no ...

On today’s Market Catalysts, host Julie Hyman covers key trending stories on Thursday, July 3. Yahoo Finance Washington Correspondent Ben Werschkul joins the show to discuss the latest on President Trump's tax bill, which is awaiting its final vote in the House as House Minority Leader Hakeem Jeffries delays the vote with his speech. Former Congressman Kevin Brady, architect of the 2017 Tax Cuts and Jobs Act, shares his insights on the bill's impact on Medicaid and US economic growth. Wells Fargo Investment ...