Page 41 - Nalyst Note News Today

"There's been diminishing evidence of a secular bull in commodities, or what's often called a supercycle," Ned Davis Research said.

"We suspect that the interplay of price and cost may matter most for Tesla earnings this year," JPMorgan said, highlighting increasing battery costs.

"Stand your ground means sticking to your underlying investment philosophy, being opportunistic, and taking the long view," Bank of America said.

"In the current environment there is still a path to a soft landing, but the problem is that central banks are getting panicky," TS Lombard said.

"It will likely take several months for a long-term oversold 'buy' signal to register," Fairlead Strategies' Katie Stockton said.

"Let's be careful with the idea that a change in Fed monetary policy alone can mark a turning point for the direction of stocks," DataTrek said.

"Unless the economy is sliding toward a recession, the stock market is positioned to rally in the second half," Ned Davis Research wrote.

"Increasingly looks like markets mistook 'bullwhip' effect on supply chain (including food) for secular inflation," Fundstrat's Tom Lee said.

Any up move in the stock market next week would be reinforced by quant trading funds and option gamma hedging flows that reinforce momentum.

A further decline in oil prices is possible as Ukraine could reach a ceasefire deal with Russia by the end of the year, Stifel said.