This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with: Through a month of 2025 outlooks, Wall Street’s consensus take on stocks in the year ahead is rather clear. Strong growth in the US economy is expected to push stocks higher while policies…
(Bloomberg) — JPMorgan Chase & Co.’s equity strategy team, led for years by Marko Kolanovic until his departure earlier in 2024, has turned positive on US stocks. Most Read from Bloomberg Under Kolanovic, who had been bearish since late 2022 and whose exit JPMorgan announced in July, the bank kept its target for the S&P…
(Bloomberg) — Morgan Stanley strategist Michael Wilson, well known for his bearish views on US equities in recent years, has an outright bullish outlook for 2025. Most Read from Bloomberg The strategist expects the S&P 500 to end next year around the 6,500 level, up 11% from Friday’s close, with gains driven by improving economic…