US equity investors have one reason to cheer as the S&P 500 heads for its worst week since October: The share of companies posting a rise in quarterly profits is the highest in over four years.
To President Donald Trump, the dollar is like a yo-yo that he can make go up and down. To equity investors, the toy looks broken — and a weaker dollar is now the latest obstacle they have to contend with when valuing stocks.
Some of Wall Street’s top strategists see tentative signs that US earnings are expanding beyond the mega-cap technology stocks at the heart of the artificial intelligence boom.
European stocks fell Tuesday as rhetoric about a renewed trade war with the US ramped up, with President Donald Trump threatening a crushing tariff on wine and champagne and French leader Emmanuel Macron blasting his latest moves.
President Donald Trump’s latest tariff threats present only a short-term risk to European stocks as the broader corporate earnings outlook remains robust.
So far, so good for global equity investors looking to clock a fourth straight year of solid returns as stocks rise in tandem from Tokyo to Paris to New York.
The Nasdaq MarketSite in New York, US, on Friday, Jan. 2, 2026. Weakness in tech stocks weighed down broader US indexes on Friday, as investors started 2026 on cautious footing.
European stocks rose on Tuesday, with miners tracking a rally in commodity prices, while investors awaited the minutes of the Federal Reserve’s last meeting.
At the big banks and the boutique investment shops, an optimistic consensus has taken hold: the US stock market will rally in 2026 for a fourth straight year, marking the longest winning streak in nearly two decades.
The New York Stock Exchange (NYSE) in New York. Photographer: Michael Nagle/Bloomberg
European stocks hit another record, while Novo Nordisk A/S rallied as it won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US.
Flags outside the Novo Nordisk A/S headquarters in Bagsvaerd, Denmark.
European stocks ceded their earlier gains as renewed concerns around artificial intelligence hit technology shares. The UK’s FTSE 100 outperformed after a bigger-than-expected drop in inflation.
There’s been no dearth of sell signals for Tesla Inc. It’s facing a potential sales halt in California, an electric vehicle slowdown across the US and is losing market share in China and Europe.
Tesla vehicles in a parking lot after arriving at a port in Yokohama, Japan. Photographer: Toru Hanai/Bloomberg
Money managers are set to ring in the new year with resounding confidence about everything from economic growth to equities and commodities, according to a monthly poll by Bank of America Corp.
It was supposed to be a glum year for green stocks as President Donald Trump pushed his Big Oil agenda. Instead, the sector is booming as artificial intelligence powers massive demand for all kinds of energy.
Wind turbines at the San Gorgonio Pass wind farm in Whitewater, California, U.S., on Thursday, June 3, 2021. Communities from California to New England are at risk of power shortages this summer, with heat expected to strain electric grids that serve more than 40% of the U.S. population.
It was supposed to be a glum year for green stocks as President Donald Trump pushed his Big Oil agenda. Instead, the sector is booming as artificial intelligence powers massive demand for all kinds of energy.
Wind turbines at the San Gorgonio Pass wind farm in Whitewater, California, U.S., on Thursday, June 3, 2021. Communities from California to New England are at risk of power shortages this summer, with heat expected to strain electric grids that serve more than 40% of the U.S. population.
For the first time in eight years, market forecasters are making a bold call on Europe: not a single strategist surveyed by Bloomberg predicts a significant equity market decline in 2026.
Trading data on a digital board at the Euronext NV stock exchange in the La Defense business district of Paris, France, on Tuesday, June 18, 2024. France’s political upheaval has led Paris to lose its spot as Europe’s biggest equity market to London, less than two years after winning that title from the UK.
European stocks advanced as broader confidence on global growth sparked a rotation into sectors linked to the economic cycle, such as construction materials and banks.