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Chart (Deluge) Of The Month
Article By: Jeffrey P. Snider
Saturday, May 25, 2019 5:00 PM EDT
Outside the NYSE, everything looks exactly the same. The downward spiral, the one officials didn’t admit was anything too bad until the S&P 500 stumbled, keeps on chugging downward.
In this article: JJCTF, TNX
Trade Wars, The Prospects For Freer Trade And The Impact On Asset Prices
Article By: Colin Lloyd
Friday, May 24, 2019 11:31 AM EDT
Has the era of freer trade ended? Will asset prices suffer?
Macro Summary: Japan And The Yen
Article By: Marc Chandler
Thursday, May 23, 2019 8:28 PM EDT
The Japanese yen is the best performing currency so far here in May. It has appreciated by roughly 1.25% against the dollar.
In this article: JYNFF, FXY
European Elections: Four Key Battlegrounds For Markets
Article By: Carsten Brzeski
Wednesday, May 22, 2019 9:07 AM EDT
Elections to the European parliament take place over the next four days.
Japan’s Surprise Positive Is A Huge Minus
Article By: Jeffrey P. Snider
Monday, May 20, 2019 1:57 PM EDT
Preliminary estimates show that Japanese GDP surprised to the upside by a significant amount. This is another one of those cases, however, where GDP accounting is beyond unhelpful.
In this article: EWJ
10 Of The Highest Yielding REITs Analyzed In Detail
Article By: SureDividend
Monday, May 20, 2019 5:34 AM EDT
The beauty of REITs, for income investors, is that they are required to distribute 90% of their taxable income to shareholders annually, in the form of dividends.
In this article: ARI, GEO, CIM, MFA, IVR, GNL, ARR, NRZ, NLY, TWO
Previewing Department Store Stock Q1 Earnings
Article By: Sheraz Mian
Saturday, May 18, 2019 4:44 PM EDT
The earnings focus has been on the Retail sector and next week’s reporting docket keeps the spotlight firmly on the space. So far, Wal-Mart's and Macy’s reports were generally positive.
In this article: D Also: HD, JCP, JWN, KSS, LOW, M, TGT, TJX, WMT, MCD, AMZN
Flipping Mobius
Article By: Mati Greenspan
Thursday, May 16, 2019 8:30 AM EDT
Stocks continue to defy the politicians and are continuing to recover from the recent trade-war-driven dip.
In this article: BITCOMP, CYB
Monthly Macro Monitor: The Tempest
Article By: Joseph Calhoun
Monday, May 13, 2019 11:36 PM EDT
The economy is slowing and the trend is toward slower still. But neither the yield curve nor credit spreads point to an imminent recession.
In this article: TNX, UUP, GLD, UCO, SPX, JJCTF
Here We Go Again?
Article By: David Moenning
Monday, May 13, 2019 12:00 PM EDT
It took some impressive "dip buying" to keep the market out of the -3% correction zone last week. But the current pullback can so far be categorized as garden variety.
In this article: SPX
Trade, The Dollar, And The Week Ahead
Article By: Marc Chandler
Saturday, May 11, 2019 5:55 PM EDT
Trade conflict with China can do what all the moral suasion and chest-thumping could not do, and that is to prod the Fed into cutting rates.
What Is Weighing On Macy's (M) And Other Department Store Stocks?
Article By: Sheraz Mian
Friday, May 10, 2019 11:00 PM EDT
The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with their quarterly results. Plus, a look at earnings season so far.
In this article: DE, JWN, M, WMT, CSCO, NVDA, BABA
Slim Pickings In The Utilities Sector
Article By: Chuck Carnevale
Thursday, May 9, 2019 11:04 AM EDT
The Utilities Sector is largely recognized as being comprised of some of the slowest growing companies in all the market.
In this article: ACLLF, NGG, PPL, EIX, NEE, WEC
Beware Of The ‘Permanently High Plateau’ Fallacy
Article By: Jesse Colombo
Wednesday, May 8, 2019 12:50 PM EDT
To believe that the Fed has finally tamed the business cycle and can create sustainable economic growth without busts is extremely naive and will be disproven in the not-too-distant future.
The Real Trade War
Article By: Jeffrey P. Snider
Monday, May 6, 2019 4:24 PM EDT
China’s banks have been directed to lend out hundreds of billions to the riskiest borrowers on the planet. It makes you wonder why.
In this article: CNY
Three Takeaways From The Q1 Earnings Season
Article By: Sheraz Mian
Saturday, May 4, 2019 4:31 PM EDT
With results from more than 77% of S&P 500 members already out and another 60 on deck to report this week, the bulk of the reporting cycle is now behind us. Here are the three trends that are clearly visible this earnings season.
In this article: DIS, BKNG, TRIP, FOX
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