Market Moves
What Does a Trade War Mean for Equities?
Tariffs provide uncertainty for equity, but markets appear to become accustomed to them.
Tag: Stock Market
Risk
Nail-Biting Time for Stock Market as Jobs Report Looms
The August employment-growth tally, to be unveiled Friday, has investors on edge.
Risk
Lower Inflation Should Herald Higher Stock Prices Ahead, Strategists Say
The market does get cases of the heebie-jeebies, but in recent times, these have been temporary.
Asset Allocation
Troubles Ahead? Allocators Say They Are Ready
In a Mercer survey, asset owners say they feel ‘resilient’ about market risk and inflation.
Market Moves
The Question for Nvidia: How Fat Will Its Earnings Be?
Amid high expectations, the AI-oriented chip firm is scheduled to report its quarterly results on Wednesday.
Risk
What if the Economy Has a No-Landing Outcome?
Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.
Research
Why Stocks Might Rise 10% in 2024, per CFRA’s Stovall
When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.
Market Moves
Bob Doll’s 2023 Predictions Underperformed
The Wall Street heavyweight’s forecast did not live up to his three-decade record, as a widely predicted recession did not materialize.
Risk
Possible IPO Stars for 2024: Private Equity Firms
Amid encouraging market performances of other public buyout companies, expect a spate of PE operators to go public, says PitchBook.
Risk
The Bear POV: Amid All the Good Feelings, What Could Go Wrong?
The S&P 500 is nearing its peak, but here is the case made by several prominent Wall Street seers for why things can go awry.
Research
Higher Interest Costs Will Continue for Some Time, Study Says
The so-called ‘natural interest rate’ is on the rise and will keep the cost of money aloft into the 2030s, per Bloomberg Economics.
Risk
Maybe We’ll Get That Soft Landing After All, Stock Market Suggests
Two reports seem to show a cooling economy, with the Fed backing off.
Market Moves
Stock Market Slumps Amid S&P’s Bank Downgrades
Ratings drops affect Comerica and KeyCorp, following Moody’s negative actions on lenders two weeks ago.
Asset Allocation
Hard-Charging Tech Stocks May Slow for the Rest of 2023, Ned Davis Says
Technology leaders are off since mid-July, amid new investor wariness and concerns over their high valuations, the research firm contends.
Asset Allocation
India Shines as Investment Draw, at China’s Expense
The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.