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.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
Oil Up on Renewed U.S.-Iran Concerns: 8 Key Items Shaping the Stock Market Thursday
PepsiCo cuts its outlook, TSM September revenue and other headlines moving the market this morning.
The Fed Isn’t in a Hurry to Hike, but It Isn’t Done Either
Fed Governor Waller signals more rate hikes, oil jumps and junk bonds flash a warning.
Is India’s Beaten-Down $315 Billion Sector Primed to Rebound?
We’ve seen good news for Indian equities, particularly IT providers. But with rates about to rise, here’s the smart course for playing any rebound.
Why I’m Not Worried About Those Scary Negative Breadth Studies
The Nasdaq hit a new high while many stocks hit lows. Is it a warning sign? Plus, a favorite gets a boost.
Oil Flows Improve, for Now: 8 Key Items Shaping the Stock Market Monday
Schneider Electric and other M&A deals, September Service PMI inflation data and other headlines moving the market this morning.
Oil Falls, Jobs Miss and Yields Slip: 8 Key Items Shaping the Stock Market Friday
Anthropic’s IPO timing, Boeing averts strike and other headlines moving the market this morning.
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.