Choppy quarter to come but stocks will take off afterwards, says this strategist
Darius Dale thinks there are at least two more rate cuts to come from the Fed but he’s worried about bonds owing to the government’s unsustainable deficit.
Business & Finance
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RBC cuts Sartorius to “sector perform on rally, cautious outlook
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Expeditors Int’l stock rating upgraded to Buy at BofA on tariff complexity benefits
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UPS stock rating upgraded to Neutral by BofA on post-disruption outlook
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Scorpio Tankers stock rating downgraded by BofA on peak rate concerns
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Schneider National stock rating upgraded by BofA on earnings outlook
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FedEx stock rating upgraded to Buy at BofA Securities on strong outlook
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U.K. gilts set for recovery in 2026 as BoE cuts loom, UBS says
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Moonlake Immunotherapeutics stock upgraded to Buy at BTIG on FDA feedback
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The tech investment bubble is going to end — and what comes next may be surprising, this strategist says
History suggests AI investment will falter in 2026, says BCA Counterpoint strategist. But the investment implications are notable.