JPMorgan Latin America Survey: Consensus Strongly Bullish! 84% of investors believe there is further upside this year, with over 20% potential in the bull market, while 45% expect a 30% correction next year.

After a 5-day tour across five cities in Latin America, JPMorgan conducted in-depth interviews with 56 investors and outlined an alarming market consensus: 92% of respondents expect positive stock market returns by 2026, 75% are overwhelmingly overweight on emerging markets, while Europe faces a unanimous underweight allocation. Strategist Eduardo Lecubarri remarked, "The more extreme the consensus, the less force is needed to disrupt it." Beneath the optimism, a strong undercurrent is forming as bullish sentiment coexists with expectations of a significant pullback.

wallstreetcnMay 13 16:22

Best ETFs to Buy After Hot Inflation Data

Yahoo FinanceMay 13 07:34

How Major US Stock Indexes Fared Tuesday 5/12/2026

Yahoo FinanceMay 13 04:20

Quantitative models show that the rally in U.S. stocks is approaching a 'frenzy' zone.

The U.S. stock market has witnessed a historic surge, hitting new highs, but signs of overheated sentiment suggest that this rally may be entering a slowdown phase. The rebound since the March lows has been driven in part by expectations of easing U.S.-Iran tensions and substantial growth in corporate earnings, pushing investor sentiment close to the 'euphoria' range as indicated by Bloomberg Intelligence strategists' quantitative model. This model tracks six indicators, three of which have propelled sentiment to this level: high-yield corporate bond spreads, low volatility, and pairwise correlations. This does not necessarily imply an impending crash: such conditions are typically accompanied by further gains, albeit at a more moderate pace.

Global Market ReportsMay 8 00:44

IBD: Stock Market Today: Nasdaq, S&P 500 Up On Jobless Claims; AI Stock Dives, Howmet Breaks Out (Live Coverage)

Dow JonesMay 7 22:26 · Ratings

Sudden Glimmer of Hope in U.S.-Iran Peace Talks: Dollar Erases War Premium, Oil Prices Plunge, Global Stocks and Gold Rise in Tandem

Reports suggest that the United States and Iran are nearing an agreement to end the conflict, which has instantly triggered a surge in risk appetite, leading to a decline in the US dollar, a sharp drop in oil prices, and a significant rise in global stock markets.

Zhitong FinanceMay 6 19:11