Page 10 - Nalyst Note News Today

"The lack of competing domestic alternatives will likely continue to put a floor on foreign net purchases," Goldman Sachs said of the US bond market.

"While stocks are not as overvalued as they were in 2021 on an absolute valuation basis, relative to bond yields they are more overvalued," NDR said.

"There is an apparent disconnect between the actual results and the market performance of several of the mega-cap tech names that reported."

"The sunset of government stimulus and relief programs and diminishing savings should result in higher delinquency rates and charge-offs."

Truist said it has no idea what the impact of GLP-1 drugs will be on overall food consumption. "That, in our opinion, is the problem."

Here's a round up of the buy and sell signals that have flashed in the stock market over the past month, sending mixed messages to investors.

"We would not sell into weakness with signs of intraday downside exhaustion supporting a rebound that could preserve support," Stockton said.

"When investors start worrying more about credit risk than interest rate risk, we will enter a new and more troubling phase of the economic cycle."

Strong growth is expected for the third quarter, with the Atlanta Federal Reserve's GDPNow estimate putting it at 5.4%.

"While we are not suggesting that consumption is going to fall off a cliff, a moderation in spending should be expected," Raymond James said.