EDITOR'S CHOICE
Chart (Deluge) Of The Month
Article By:
Jeffrey P. Snider
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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.
Trade Wars, The Prospects For Freer Trade And The Impact On Asset Prices
Article By:
Colin Lloyd
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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
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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.
European Elections: Four Key Battlegrounds For Markets
Article By:
Carsten Brzeski
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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
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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
Previewing Department Store Stock Q1 Earnings
Article By:
Sheraz Mian
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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.
Flipping Mobius
Article By:
Mati Greenspan
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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.
Here We Go Again?
Article By:
David Moenning
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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
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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.
Beware Of The ‘Permanently High Plateau’ Fallacy
Article By:
Jesse Colombo
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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
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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
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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.