EDITOR'S CHOICE
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
S&P Index Set To Hit 5000 As Bull Run Continues
Article By:
Lance Roberts
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Tuesday, February 6, 2024 5:17 AM EDT
With markets technically stretched, sentiment bullish, and still weak fundamental underpinnings, the index hitting 5000 as a measure of market health is a bit of a mirage.
In this article: SPX
How To Make The Most Of Today's Market: The Bull And Bear Landscapes
Article By:
Sheraz Mian
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Saturday, February 3, 2024 5:39 PM EDT
The earnings picture continues to be resilient, with last year’s downward revisions to estimates having brought them in line with the economic ground reality.
In this article: SPY
Chart: Is ESG Investing In Decline?
Article By:
Jeff Desjardins
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Wednesday, January 31, 2024 5:29 PM EDT
In 2023, investor appetite cooled for sustainable investments, as fund flows notched their worst year on record.
In this article: EFIV
Money Market “Cash On The Sidelines” – A Myth That Won’t Die
Article By:
Lance Roberts
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Friday, January 26, 2024 5:28 AM EDT
The surge in money markets since the “pandemic” has revived the age-old narrative that “money on the sidelines” is set to come into the markets.
In this article: SPX
2024 Energy Sector Predictions
Article By:
Robert Rapier
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Wednesday, January 24, 2024 1:16 PM EDT
The year promises to be challenging because there are more variables in play than normal.
China Canary Warns About Global Economy And The Downside To Euphoria
Article By:
Danielle Park, CFA
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Tuesday, January 23, 2024 10:10 AM EDT
Chinese stock prices have lost money in the 16 years since 2007 and are now back near 2005 levels.
US Stock Market At Record While Drawdowns Prevail Elsewhere
Article By:
James Picerno
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Monday, January 22, 2024 9:05 AM EDT
Wall Street celebrated on Friday when the S&P 500 Index, the most popular benchmark of US shares, closed at a record high for the first time in more than two years.
Minutes Of December Meeting Show ECB Still Not Spelling Out Rate Cuts
Article By:
Carsten Brzeski
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Thursday, January 18, 2024 10:00 AM EDT
The minutes of the ECB's December meeting show that the Bank was still far away from discussing rate cuts. This is unlikely to change at next week's meeting.
In this article: EZU
Almost Everyone Is Getting The Interest Rate Outlook Wrong
Article By:
Alasdair MacLeod
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Wednesday, January 17, 2024 12:54 PM EDT
The shift between commercial bank credit to "support" from excessive US Government spending is highly inflationary.