
Stocks in the U.S. surged late Thursday, with major indexes clawing back ground lost in Wednesday’s selloff. Investors bought technology shares, while falling oil prices eased worries about Middle East tensions. The S&P 500 jumped 1.75% to finish at 7,394.30. The Dow Jones Industrial Average gained 1.86% to close at 50,848.38. Nasdaq Composite led, climbing 2.54% to 25,809.66.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.