EDITOR'S CHOICE
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
The US Leads The World In Reducing Carbon Emissions
Article By:
Robert Rapier
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Tuesday, February 20, 2024 6:23 AM EDT
The United States has achieved the most substantial reduction in carbon dioxide equivalent emissions over the past 15 years.
Choose Your Own Economy
Article By:
John Mauldin
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Saturday, February 17, 2024 5:09 AM EDT
The economy isn’t a storybook. It’s the real world and it affects everyone. Its direction depends in part on the policy choices of central bankers and government leaders.
Should The US Add More LNG Export Approvals?
Article By:
Gail Tverberg
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Thursday, February 15, 2024 6:00 AM EDT
The US already has a huge amount of LNG export capacity approved but not yet under construction. The likely roadblock is the need for debt financing.
Is The June Rate Cut Off The Table?
Article By:
Cullen Roche
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Wednesday, February 14, 2024 1:55 AM EDT
We’re unlikely to get many cuts this year, inflation will move lower, but will be stickier than some expect.
High Yield Bonds In Emerging Markets: 2024’s Upside Outliers
Article By:
James Picerno
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Tuesday, February 13, 2024 8:41 AM EDT
Much of the global bond market is struggling this year, with a conspicuous exception: below-investment-grade bonds issued by companies in emerging markets.
Simply Magnificent: Dominance Of The Tech Darlings
Article By:
Chris MacIntosh
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Saturday, February 10, 2024 5:35 PM EDT
The 7 tech darlings are now worth more than the market capitalization of all the stocks in the UK, China, France, and Japan combined.
MSFT is worth double the whole SP500 energy sector. Nvidia is worth as much as the entire Chinese stock market.
5 Standout Features Of The Q4 Earnings Season
Article By:
Sheraz Mian
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Friday, February 9, 2024 6:15 PM EDT
The overall picture that has emerged from the Q4 earnings season is one of stability and resilience as a whole, with key pockets starting to enjoy notable acceleration regarding growth momentum.
In this article: SPY
Pain From ECB Hikes Is Set To Shift South
Article By:
Carsten Brzeski
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Thursday, February 8, 2024 7:37 AM EDT
We expect the impact of ECB tightening to have a larger impact on southern than northern Eurozone countries in 2024.
In this article: EZU