Summaries
- 15 May 2026US equity views are splitting hard by time horizon: published research is broadly bullish on the cyclical and strategic outlook, but near-term tactical signals point lower, with major indices expected to open weaker on…
- 14 May 2026Published research is overwhelmingly bullish on US equities right now, with the S&P 500, Nasdaq, Russell 2000, and tech and semiconductor names all drawing constructive views. The main dissent is a longer-term valuation…
- 13 May 2026US equity sentiment leans bullish near-term, but the cracks are showing in specific corners of the market.
- 12 May 2026US equity research is leaning bullish on the cycle, but a vocal minority is flagging froth risk right here.
- 11 May 2026Published research is leaning heavily bullish on US equities right now, with the AI investment cycle doing most of the work.
- 10 May 2026US equities pushed to fresh highs this week, but the published research split sharply on whether the rally can broaden — or whether it's setting up for a correction.
- 9 May 2026Published research this week is leaning bearish on US equities across both tactical and strategic horizons, with no major voice making a confident bullish case for the broad market or tech leadership.
- 7 May 2026US equities are riding a low-volatility bull regime, with published research broadly constructive on the S&P 500 and AI infrastructure names commanding the highest conviction.
- 5 May 2026US equities are pulling in two directions right now: tactical jitters versus a still-constructive long-term setup.