Beyond the consumer, the August BofA FMS dove into AI trends. A hot topic and a potential bubble, at least according to ...

With the American consumer running out of breath amid an economic slowdown in the second half of 2025, Stifel sees a selloff ...

Barclays and Citi estimate that, typically, a 10% appreciation in the euro results in around a 2% earnings headwind, with ...

President Donald Trump’s push to redesign the global economic order in favour of the US is shaking one of the foundations of ...

A record share of fund managers see US stocks as too expensive after the sharp rally since April lows, according to a monthly ...