EDITOR'S CHOICE
Big U.S. Stocks’ Q4’23 Fundamentals
Article By:
Adam Hamilton
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Friday, March 8, 2024 1:06 PM EDT
The big US stocks dominating markets and investors’ portfolios are soaring. They recently wrapped up another quarterly earnings season, reporting some spectacular results.
In this article: SPY
Gold - Catch It If You Can
Article By:
Alasdair MacLeod
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Friday, March 8, 2024 8:45 AM EDT
Gold and silver surged this week on a sudden increase in demand.
How Do Higher Interest Rates Push Inflation Down?
Article By:
Cullen Roche
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Thursday, March 7, 2024 1:50 AM EDT
Interest rates are different and have a much more meaningful impact on the economy by impacting banks and credit markets.
Liquidity Problems Are Closer Than You Think
Article By:
Michael Lebowitz
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Wednesday, March 6, 2024 10:10 AM EDT
Excessive amounts of debt support our economy and asset valuations. Therefore, the Fed has no choice but to keep the liquidity pumps flowing to support the leverage.
Valuation Metrics And Volatility Suggest Investor Caution
Article By:
Lance Roberts
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Tuesday, March 5, 2024 8:02 AM EDT
Valuation metrics are essential to future outcomes and shouldn’t be dismissed during the surge in bullish sentiment.
In this article: SPX
Three Things To Watch At Next Week’s ECB Meeting
Article By:
Carsten Brzeski
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Friday, March 1, 2024 6:45 AM EDT
We expect further subtle changes to the European Central Bank's communication next week, paving the way for a June rate cut.
In this article: EZU
US Recession Risk Stays Low With Moderate Q1 Growth Nowcast
Article By:
James Picerno
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Wednesday, February 28, 2024 7:37 AM EDT
Recent US recession forecasts look set to fail again for the first-quarter economic profile, based on the current lineup of Q1 GDP nowcasts.
This Is Nuts – An Entire Market Chasing One Stock
Article By:
Lance Roberts
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Tuesday, February 27, 2024 4:54 AM EDT
The reason I say “this is nuts” is the assumption that all companies were going to grow earnings and revenue at Nvidia’s rate.
In this article: NVDA
Earnings Season: Retail Sector In Focus
Article By:
Sheraz Mian
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Saturday, February 24, 2024 8:27 PM EDT
We now have Q4 results for 84.1% of the Retail sector’s market capitalization. Total earnings for these Retail companies are up +43.1% from the same period last year on +8.4% higher revenues,
Tale Of Two Metals
Article By:
Alasdair MacLeod
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Friday, February 23, 2024 8:15 AM EDT
In subdued trading, gold was little changed on the week, while silver eased.
Small Cap Stocks May Be At Risk According To NFIB Data
Article By:
Lance Roberts
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Friday, February 23, 2024 6:45 AM EDT
Recently, retail investors have started chasing small-cap stocks in hopes of both a rate-cutting cycle by the Federal Reserve and avoiding a recession.
ECB Minutes Mark The Next Step On A Very Long Road To Rate Cuts
Article By:
Carsten Brzeski
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Thursday, February 22, 2024 9:30 AM EDT
The minutes of the ECB’s January meeting underlined the very gradual shift towards eventual rate cuts.
In this article: EZU