Taper talk sets in as traders question whether the Federal Reserve will slow down its stimulus program in December.» Read More
Calls earlier in the year for a "great rotation" into stocks from fixed income may have been a little premature, but Goldman Sachs' replacement for Jim O'Neill says there will be a "gradual rotation".
Goldman Sachs has upgraded its target for the S&P 500, forecasting it will climb a further 5 percent to 1750 by year-end, from an initial estimate of 1625.
One ETF has been popular among investors, Steve Sachs says.
Some Wall Street strategists say bank stocks will continue to outperform, given improving loan fundamentals, attractive valuations and rising dividends.
Investors should pick a position and hold it for the long term, The Vanguard Group founder Jack Bogle says.
Following the FTSE's rally to its highest level in over five years, Citigroup's Jonathan Stubbs told CNBC that European equities have "rarely" been so appealing to investors.
Morgan Stanley reckons the Hong Kong's stock market is poised to more than double to 50,000 by the end of 2015.
Eight months into the yen's steep decline and Japan's policymakers are starting to voice their concern about the pace of the currency's move.
If earnings are driving the rally, then next week is going to be very telling. "I want to be careful of some stocks," Cramer said.
Wall Street's stock market mania officially has gone full-throttle as JPMorgan raised its year-end price target for the Standard & Poor's 500 to 1,715.
Artificial Fed moves driving investors to riskier assets, said hedge fund titan Ray Dalio, founder of Bridgewater Associates. But he also had a warning for investors in an interview with CNBC.
Is market froth coming to a head? Are investors about to get smacked with a sell-off?
Wall Street's stocks-are-cheap meme looks as if it will start coming under stress if what Citigroup calls a "profitless rally" continues.
As the rally in global equity markets continues, with the S&P 500 closing at a fresh high on Wednesday, Rosenblatt Securities' Brian Reynolds warned that the index is still some way off the 2,500 level.
Billionaire George Soros reduced his holdings of exchange-traded products backed by gold prior to last month's freefall.
Thursday's markets will navigate data on jobs, housing and inflation, but traders may be most interested in something else.
Big investors are reporting their quarterly holdings, offering a glimpse into what some of the big fish were buying and selling during the first quarter.
The 10-year Treasury is facing a huge drop in yield and a flight from risk, one analysis showed.
Even as stocks extend their mostly uninterrupted path higher, fund managers are holding big amounts of cash, worrying about China and a commodities crash.
Stocks could go down 10 to 15 percent as soon as the Fed tightens its bond buying, but the "fat, dumb and happy" central bank won't do that just yet, a strategist tells CNBC.