Market Moves
More Signs that the Earnings Slowdown Doesn’t Spell Market Doom
Corporate profit growth is certainly ebbing, but the picture is far from grim.
Tag: S&P 500
Meeting Minutes Will Show How Dovish the Fed Really Is
Due out Wednesday, they should indicate policymakers’ thinking on their rate hike pause.
Asset Allocation
Oil Prices Are Rising, Despite the US Shale Boom
Goldman Sachs study finds the OPEC production ceilings are, for once, effective.
Market Moves
Smart Beta ETFs Get Even More Popular
Brown Brothers Harriman study finds investors are now looking at them as defensive plays.
S&P 500 Companies See Pension Funding Increases in January
Among corporate plans, the financial sector achieves highest ratio, while energy and telecom lag.
Market Moves
Bernie Sanders and Goldman’s Ex-Chief Feud over Stock Buybacks
Vermont senator calls them wasteful, while Lloyd Blankfein lauds repurchases as an ultimate economy booster.
CalSTRS 2018 Calendar Year Results Are in Negative Territory
Strong equity market performance in January 2019 helped partly reverse course.
Goldman: A Hot January for Stocks Moves into a Cooler Rest of Year
Firm says investors likely got ‘the bulk’ of their 2019 returns last month.
Market Moves
No, The Fed Isn’t as Dovish as the Market Thinks
Commonwealth’s McMillan notes that the central bank believes the economy is strong, so more tightening is coming.
Market Moves
Jerome Powell’s Lousy Market Record for Fed Day Ends
Since he took over the Federal Reserve, stocks had dropped on days when its policymaking body wrapped up work—until yesterday.
Fewer Stock Buybacks Now Are Debt-Funded
As rates rise, company share repurchases using leverage dipped to 14% of total in 2018, half the 2017 level, JPMorgan says.
US Economic Expansion Will Be the Longest in History, Bob Doll Says
Nuveen’s veteran stock strategist thinks it will surpass the 1990s’ record by summer.
Market Moves
Market Shrugs at Government Shutdowns, Sam Stovall Says
Historically, the S&P 500 has been flat when federal functions grind to a halt, and the index is up 7.5% since the latest closure.
Market Moves
Jerome Powell: Stock Market Poison
Under Federal Reserve chief, the S&P 500 has a history of selling off when the policymaking body meets.
Alan Greenspan Sees Big Market Trouble Ahead
Though he has been wrong before. Remember ‘irrational exuberance’?