Market Moves
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Tag: Sam Stovall
Risk
How Will the Midterm Elections Affect Stocks, Anyway?
They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.
Risk
Welcome to September, the Worst Month for Stocks
Over the past three-quarters of a century, the market has lost an average 0.56% during the upcoming month, CFRA data show.
Risk
That Bad First Half Leads to a Decent Final Quarter, History Suggests
After a bad January-through-June spell, CFRA’s Stovall says, markets usually improve by year-end.
Risk
Bear Markets and Recessions Don’t Always Go Together, Says Stovall
Turns out that, since World War II, three bears didn’t lead to a recession, CFRA research shows.
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Asset Allocation
Calendar Effect: What January May Tell Us About the 2022 Market
New CFRA data confirms that if this month goes well, the rest of the year usually does, too.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
Risk
Stocks Avoid Taper Tantrum This Time—and Did Before, Too
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
Get Ready for the Year’s Best Period: November Through April
CFRA says it has outshone any other rolling six-month stretch since World War II.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
OK, When Will the Fed Begin Shrinking Its Bond Buying, Anyway?
Split views seen in FOMC minutes are vexing. So let’s hear what Wall Street strategists think.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.
Market Moves
Expect a Market Correction, Sam Stovall Warns
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.