While the Federal Reserve still sees no rate cut in 2019, traders are convicted a rate reduction is coming as soon as July.
Fed Chairman Jerome Powell said the case for a rate cut at central bank's Wednesday meeting is not strong enough.
The Fed lowered its inflation forecast for 2019 while keeping the growth expectations unchanged.
UBS believes a rate cut would do little to lift the market.
It's about time to write off high-growth tech stocks, Goldman warns, saying software carries the highest multiples since the tech bubble.
The flattening of the yield curve is exuding a bad omen for the stock market.
Evercore ISI Chairman Ed Hyman sees an "insurance" rate cut in July and more to follow.
Jeffrey Gundlach expects the dollar to finish the year lower.
Paul Tudor Jones believes the market is underestimating the economic impact of tariffs.
UBS joined Goldman Sachs in warning that the market's expectation for a rate cut is not realistic.