The U.S. continues to show it’s serious about punishing Iran for its nuclear ambitions and support for terrorism, but tighter sanctions on Tehran risk being a shot in the foot for America’s plans to keep crude-oil prices low.
With thin liquidity and lots of market players absent, the third quarter can often be accompanied by market turmoil.
U.S. government debt will face a crucial test from investors this week as it readies a series of Treasury auctions
Goldman say resilient earnings, earlier and bigger Fed rate cuts and more investor buying of stocks will drive the S&P 500 higher from here.
Research updates on investor positioning from JPMorgan and Citi indicate that bullish exposure is high, potentially setting up the circumstances for a near-term correction in U.S. risk assets.