Oppenheimer's John Stoltzfus recommends sticking with winners: cyclical shares and tech stocks.
The drop in volatility has underpinned the rally in U.S. stocks.
The most popular bets remain in megacap tech.
Hedge funds are holding their most concentrated wagers on US equities than anytime in the past 22 years, according to data from Goldman Sachs Group Inc...
Aggressive rate hike campaigns from major central banks to tame inflation are taking their toll on the economy.
Stock buybacks are tracking a 3% decline in the third quarter.
Some $820 billion of U.S. and European non-financial corporate bonds are maturing in the next 12 months.
Goldman economists recommended exposure to “equity-down rates-up hybrids.”
Borrowing costs for S&P 500 companies have ticked up by the largest amount in nearly two decades.
Strategists have rolled out macro reports telling clients how to trade the energy price shock.
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