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Alexandra Semenova

Alexandra Semenova

Fortune

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Morgan Stanley’s top strategist Mike Wilson says fog of uncertainty could reveal new investment opportunities

A rising number of Wall Street analysts have begun to grow cautious heading into the third quarter.

08.07.2024 7

Fortune

Alexandra Semenova

Portfolio manager known for ‘The Big Short’ isn’t worried about Nvidia sell-off: ‘I don’t think it means anything’

Nvidia was still up 139% this year through Monday’s close.

25.06.2024 10

Fortune

Alexandra Semenova

Wall Street forecasters are struggling to keep up with the stock market's relentless surge as the S&P 500 blows past year-end targets

Goldman Sachs Group Inc. strategists have boosted their year-end target for the S&P 500 Index for a third time.

15.06.2024 10

Fortune

Alexandra Semenova

The recent stock market selloff was just the start of a deeper correction as these 'red flags' loom, JPMorgan's top equity strategist warns

“Market concentration has been very high, and positioning extended, which are typically red flags, at risk of a reversal.”

23.04.2024 50

Fortune

Alexandra Semenova

Stagflation akin to the 1970s will make for flat S&P 500 returns over the next decade, according to one bank's super-pessimistic forecast

The type of high-level S&P 500 performance seen in the decade prior to 2021, “is gone for a generation,” the bank warned.

04.12.2023 20

Fortune

Alexandra Semenova

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