Inflation is top of mind for Corporate America this earnings season, with mentions on earnings calls on track for their biggest jump since the 2022 price shock.

Europe is gaining ground on the US this reporting season, with profit growth forecast within touching distance for the first time in more than three years.

The head of market strategy at a London investment bank has a stark warning for investors: the artificial-intelligence trade may soon be over in what could trigger the most severe market crash since the global financial crisis.

A historic surge in global bond yields is becoming a bigger problem for European stocks as investors confront the possibility of stubborn inflation and mounting government debt.

US stocks rose on Friday as a drop in oil overshadowed a decline in consumer confidence that briefly pushed the indexes into the red early in the session.

An underwhelming earnings report from Hennes & Mauritz AB has intensified concerns about the inflation pressures confronting European retailers.

European equities face a high bar for a year-end rally as investor confidence hinges on one key factor: a robust outlook for corporate earnings.

So much bad news is priced into European auto stocks that some see Volkswagen AG’s profit warning as further evidence that things can only get better for the struggling sector.

US equities are vulnerable to a further increase in energy prices and bond market volatility, according to Morgan Stanley strategists, who see the S&P 500 Index dropping as much as 7% in such a scenario.

Exuberance around risk assets is fading as investors worry about a chaotic rise in bond yields and the results of US midterm elections, according to a survey by Bank of America Corp.

Top Wall Street strategists are renewing bullish equity calls as stronger economic growth enables the market to weather an increase in interest rates.

A robust outlook for Corporate America is helping underpin US stocks as inflation risks mount.

European stocks gained as traders reduced bets on a Federal Reserve rate hike following remarks from Governor Christopher Waller, while Deutsche Telekom AG advanced on news that activist investor Elliott Investment Management has built a sizeable stake.

In equity markets, the myth goes that the only way is up. That perception has gained traction as global stock prices have largely ignored the selloff in bond markets. Yields on long-dated government debt have surged to near two-decade highs as investors worry about whether inflation and fiscal deficits can be tamed, and as sovereign bonds compete with an AI-fueled corporate borrowing boom.

Even eight months out from France’s presidential election, the country’s assets are already starting to show signs of pressure.

European stocks gained on Friday and were set for a fifth straight monthly advance, even as Federal Reserve Chair Kevin Warsh vowed to tackle sticky inflation.

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