Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Tag: earnings
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.
Asset Allocation
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
News
Analysts Shrink Projections for First Quarter Earnings Growth
Those nice double-digit results we’ve enjoyed are so 2021, they say.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
Market Moves
Puny Q3 GDP Increase? Just a Bump in the Upward-Inclining Road, Says ING
Why the bank thinks 2021’s final period will be much better. Hint: consumers.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Asset Allocation
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
Asset Allocation
At Long Last, Dividends and Buybacks Are Starting to Pick Up
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.
Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.