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"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."