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What tech investors are looking for now

5 min • 15 mars 2024

The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks.

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Senaste avsnitt

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What tech investors are looking for now

Senaste avsnitt

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Opportunities amidst historic volatility

Tariffs could spark “a new rotation” in US equities

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“The US is still the place to be”

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Finding opportunities in a “trickier” market

Markets make sense of the Fed

The key US equity theme for 2025

The perfect setup for US stocks?

What the huge jobs number means for investors

Why US stocks could keep rising in 2025

“US exceptionalism all over again”

What Black Friday numbers say about the US consumer

What’s the next tech trade?

Why a “Santa Rally” may be ahead

Is the Trump trade just getting started?

“A great time to buy bonds”

Will earnings boost US stocks?

The new equity opportunities

The biggest opportunities in US credit markets

Does the China rally have legs?

Is the US consumer still strong?

“The Fed’s got your back”: What the rate cut means for investors

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback

“A solid buying opportunity”: Making sense of the market shakeout

What Fed cuts will mean for markets

Is the big tech trade over?

Divergence watch: ECB decision and central banks’ policy paths

Inflation cools, election heats up

Markets at midyear: AI & elections in focus

What could drive the S&P 500 even higher?

Are markets overreacting to inflation data?

Is India still attractive for investors?

Consumer stocks: Finding the winners

Why copper is hitting record highs

A market friendly data print— for now

Why big tech's earnings reveal a "bifurcated market"

Currencies, rates, and a volatile yen

Why investors should “expect the chop to continue”

Does the market need rate cuts?

Turning tail risks into tailwinds

How investors are managing rising volatility

Why Today's IPO Market May Surprise You

How markets are responding to central bank moves

What tech investors are looking for now

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Growth shocks, not just inflation, to be a primary driver of markets

Can tech continue to power equities to new highs?

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Regional banks back in focus on real estate concerns

How geopolitical instability is affecting markets

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Market takeaways from 2024’s World Economic Forum

What the latest inflation data means for markets, the Fed, and investors’ portfolios

What's ahead for tech stock valuations?

As the Fed stays put, markets bet on timing of rate cuts

Why markets will be living in a strong US dollar world

How are investors approaching today’s market strength?

What are retail earnings and CPI telling us about the US consumer?

Are emerging markets due for a comeback?

What the BoJ’s latest move means for global yields

What big tech's earnings can tell us about AI, rates and future volatility