Updates – Earnings

Southeast Asia is “a very attractive alternative” for companies looking to diversify away from China in the trade war, according to Satish Shankar from management consultancy Bain & Co.

At first glance, it looks like a $9 trillion time bomb is ready to detonate, a corporate debt load that has escalated thanks to easy borrowing terms and a seemingly endless thirst from investors. On Wall Street, though, hopes are fairly high that it’s a manageable problem, at least for the next year or two.

Goldman Sachs is not feeling very bullish about stocks in 2019, according to its official outlook report to clients out this week.

JP Morgan economists expect economic growth to slow to 1.9 percent next year, as tax and other stimulus fades.

Chinese and American trade negotiators have made a last-minute change to their original plans and rescheduled their talks for Buenos Aires instead of Washington, a source who was briefed on the matter has told the South China Morning Post.…

Carmen Reinhart, the Cuba-born economist whose warning in May of emerging-market perils proved prescient, says things may get worse in 2019 as rising U.S. interest rates, slower Chinese growth and potential defaults put more stress on the developing world.

Domestic policies such as reining in credit and investment-driven growth are having a much bigger impact on the economy.

David Kostin, chief U.S. equity strategist at Goldman Sachs, discusses why it is not the time for defensive investing and how the firm is modeling markets and the U.S. economy.

Quarterly concerns around iPhone demand have become close to routine for Apple — as global smartphone sales slow and upgrade cycles grow longer.

The continuing deterioration in investor sentiment is triggering a buy signal from a measure that has a 94 percent success rate.