Previous 10 | Next 10 |
Tariff headlines have taken a front seat in the past couple of weeks, leading stocks to see their worst declines of the year. Not surprisingly, sentiment has begun to reflect price action. One week after coming in at its highest level since October (around the time the S&P 500 hit its prev...
Amid rising concerns over both US and global economic conditions lately, there are several macroeconomic indicators that investors track in order to make well-informed investment decisions. Understanding the statistical relationships between such economic indicators and S&P 500 performance...
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
The escalating US-China trade conflict is a wild card with unknown economic consequences. But even before factoring in this risk, the US economy is expected to post slower growth in the second quarter, based on a set of recent nowcasts. Output in Q2 is on track to decelerate to 2.1% via th...
Posted by Kristina Hooper, Chief Global Market Strategist on May 13, 2019, in Market & Economic Weekly Market Compass: Consumer spending could suffer as companies try to pass on price increases Last week took investors on a roller coaster ride. The climax came at the stro...
Since the beginning of 2019, the market has risen sharply. That increase was not due to rising earnings and revenues, which have weakened, but rather from multiple expansion. In other words, investors are willing to pay higher prices for weaker earnings. The issue, of course, is that while i...
A selloff in risk assets last week - driven by fading expectations for a U.S.-China trade deal - has shattered the calm after a prolonged period of low market volatility in 2019. We remain cautiously pro-risk, but see potential for further bouts of volatility in this late-cycle period. This ar...
By Brad Tank, Chief Investment Officer - Fixed Income Is the U.S.-China deal dead, and how bad might this get for risk assets? While our confidence that the U.S. and China would find a way to agree on trade has been growing , we always maintained that a failure to do so was the only g...