CFRA’s strategist sees slight dip from January-March period, with energy the star.
Delta Investment Management shows how lower IRS tab pumps up profit margins.
Natixis’ Joseph Lavorgna thinks better news on jobs means the Federal Reserve should end the rate hikes.
PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.
Expansion comes amid higher skepticism of cross-border deals.
Jim Paulsen says public optimism is now so high that stocks likely have peaked.
While pay raises are torpid now, expect a surprise at year-end due to tight labor markets, David Levy says.
AAII gauge shows largest weekly jump in pessimistic sentiment since January 2016.
Ignoring today’s more integrated world economy means fighting “yesterday’s war,” asset manager finds.
It also risks pushing the US and the world into a recession, BofA Merrill warns.
In Deloitte poll, some 58% say now is a good time to take risks.
The US and the world’s economies should be fine in 2018, then start to slow, IHS Markit predicts.
He hopes to hit the sweet spot that keeps inflation, now 1.9%, in check.
Tariffs don’t involve a major part of the US economy and this may all be a negotiating tactic, say some market strategists.