Jefferies: Geopolitics biggest risk to markets, remain positive for H2
Geopolitics present the biggest risk to markets due to escalating tensions in the Middle East and the persisting conflict between Russia and Ukraine, Jefferies strategists said Thursday.
"We remain positive for equities and credit in the second half of '24; see a range-bound market for rates while the rally in equities broadens out,” the investment bank noted. It expects the Federal Reserve and the European Central Bank to initiate rate cuts in September, although a shallow rate-cutting cycle is anticipated.
Strategists said that large-cap stocks have dominated in terms of earnings and revenue growth. However, they note this trend could change by the fourth quarter, with small-cap stocks starting to catch up.
Norge Siste Nytt, Norge Overskrifter
Similar News:Du kan også lese nyheter som ligner på denne som vi har samlet inn fra andre nyhetskilder.
An AI data center boom is coming, Jefferies says, naming top stocks to buy right nowArtificial intelligence is set to give the global data center market a major boost, according to Jefferies, and usher in a 'new era of electricity demand.'
Les mer »
Why Jefferies says this stock could benefit from a rise in data center demandWhy Jefferies says this stock could benefit from a rise in data center demand
Les mer »
These are Jefferies best stock ideas heading into the second halfJefferies highlighted its global stock picks as the second half of the year approaches, representing the firm's highest-conviction stocks with a buy rating.
Les mer »
November Analyst Day is a 'make or break' day for this popular company: JefferiesNovember Analyst Day is a 'make or break' day for this popular company: Jefferies
Les mer »
This is 'an underappreciated way to gain exposure to AI' says JefferiesThis is 'an underappreciated way to gain exposure to AI' says Jefferies
Les mer »
How AI is playing in payments: JefferiesHow AI is playing in payments: Jefferies
Les mer »