Matt Clinch

Equities face no serious threat from higher bond yields or oil prices as long as Brent crude stays below $100 a barrel, according to Maximilian Uleer of Deutsche Bank AG.

Strong US earnings growth should push stocks even higher before the outlook becomes less certain in 2027, with a risk that margins come under pressure, according to Bhanu Baweja, chief strategist at UBS Group AG.

A push in the US 10-year Treasury yield to 5% should prompt stock investors to diversify concentrated positions, according to Richard Saldanha, global equity fund manager at Aviva Investors.

Rising bond yields pose a key risk to global equities as they navigate the historically weak month of September, according to JPMorgan Chase & Co.’s Grace Peters.

Rising bond yields pose a key risk to global equities as they navigate the historically weak month of September, according to JPMorgan Chase & Co.'s Grace Peters.

September seasonality, the midterm elections, rate volatility and upcoming AI IPOs are building the case for stock investors to selectively reduce risk, according to Barclays Plc’s head of European equity strategy.

European stocks tied to the health of the economy offer an attractive entry point after a difficult stretch, as improving data and policy support suggest the worst may be over for some of the region’s hardest-hit industries, according to Citigroup Inc.’s Beata Manthey.

A 10-year US Treasury yield of 5.5% represents the threshold at which higher borrowing costs would overwhelm earnings growth and begin to pressure equity valuations, according to Alain Bokobza, head of global asset allocation at Societe Generale SA.

US stocks aren’t as expensive as they look, according to HSBC’s Willem Sels, who says valuations still fail to capture the scale of the AI-driven productivity and earnings boom.

(Bloomberg) -- US stocks aren't as expensive as they look, according to HSBC's Willem Sels, who says valuations still fail to capture the scale of the AI-driven productivity and earnings boom.