Reacting to Earnings From Our 2 Big Bank Holdings
More to come after the earnings call and what it reveals about investment banking prospects.
JPMorgan, Goldman Kick Off Bank Earnings with Equities Stealing the Show
Trading, investment banking, the consumer and AI adoption, and what it all means for our big bank holdings.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
Expectations for Banks Are Low, but Are They Low Enough?
Bank stocks have been punished more by fear than by fundamentals, and their reaction this morning is the first test of earnings season.
Chart of the Day: Will Earnings Change the Game for Morgan Stanley?
TMS stock has lagged the indices badly but may have been treated poorly.
Investors Face a Hidden Bear Market as We Head Into Earnings Season
Bank earnings and CPI this week will offer clues on how the gap between AI and everything else closes.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
Bottoming Action Hits Ahead of Earnings Season
Biotech and other beaten-down groups bounced as the market heads into bank earnings.
Chart of the Day: Bank of America Needs a Lifeline
With higher rates comes less lending. Will that hit the big bank’s earnings next week?
Fed Not Alone as Asia Braces Itself for Higher Rates
What will the change in stance to a ‘hawkish hike’ by central banks around the world mean for equity markets?