Updates – Earnings

Harvard’s Reinhart Sees Rising Risk of Big Emerging-Market Sovereign Defaults

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.

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Is the Trade War Really Holding China Back?

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

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Goldman’s Kostin Doesn’t Want to Be Defensive in This Market

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.

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Apple analysts have a long history of misreading weak iPhone demand based on supplier rumors

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

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Bank of America Merrill Lynch’s near-perfect market indicator is pointing to a strong buy

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

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Never Mind the Fed: Reliable S&P 500 Rescuer Poised to Return

While investors debate whether the Federal Reserve will rescue stocks, one reliable source of support for the market is poised to return.

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Nobel Prize winner Robert Shiller: I don’t expect a sharp turn in the housing market

The housing market may be slowing down, but Yale economist Robert Shiller says he isn’t fearful that a big downturn is ahead.

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A Hard Landing for China Just Isn’t in the Cards

The “common” view of China has long been that its economy is teetering on the verge of collapse, its impressive economic growth over the past 40 years has been a fluke, and it can’t be sustained.

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Goldman Sachs: Sell-off is ‘overdone’ and market should rebound by 6% before end of the year

The stock market sell-off over the past month has gotten overdone and will be offset in part as companies get back to buying back their own shares, according to a Goldman Sachs analysis that sees the market gaining close to 6 percent over the next two months.

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The Federal Reserve doesn’t need to ‘keep our foot on the gas pedal’ anymore, Fed’s Bostic says

The risk of a powerful economy overheating is the reason the Fed should stick to its schedule of interest rate increases, Atlanta Federal Reserve President Raphael Bostic said Tuesday.

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