Updates – Earnings

Fears Are Overtaking Facts in Market Sell-Off

Read More

Market sell-off is about 80 percent over and will be reversed by share buybacks, JP Morgan says

The recent mini-correction in stocks has been driven mostly by technical factors and should reverse as companies progress through earning season, according to J.P. Morgan strategists.

Read More

U.S. regains crown as most competitive economy for first time since 2008: WEF

The U.S. economy sits atop of the World Economic Forum’s annual global competitiveness survey for the first time since the 2007-2009 financial crisis, benefiting from a new ranking methodology this year, the Swiss body said on Tuesday.

Read More

Goldman says sell-off is just about over so get back into growth stocks

While investors wait for the sequel to last week’s market sell-off, Goldman Sachs strategists think the worst of it already may have passed.

Read More

A Looming Bear Market in Stocks? Don’t Bet on It

Protracted downturns largely occur when the economy lapses into recession, yet most economists don’t see that happening until 2020, if then.

Read More

JP Morgan’s widely followed market analyst says it’s time to buy the dip

J.P. Morgan is telling its clients to make the most of the market’s massive sell-off this week.

Read More

Thoughts on the Market

Capital Markets Update Current market conditions are repricing asset classes around an upward shifting inflation expectation and  steepening yield curve.  At the same time, there is fear around Federal Reserve Policy resulting in over tightening. Our research supports the view that the US is still mid cycle with strong momentum going into 2019.  The labor […]

Read More

The U.S. economy is set to look good ‘for quite some time,’ Chicago Fed president says

Charles Evans sees America’s economic outlook remaining positive for the foreseeable future — but only if interest rates are hiked to above neutral, or just above 3 percent.

Read More

Rising rates rattle Wall Street, but charts point to a stock bounce, technician says

Rates are on the rise and giving a scare to stock markets, but history suggests rising rates could soon give the stock market a lift, says Oppenheimer’s Ari Wald.

Read More

Booming US economy may soon be the ‘strongest since 1999’, Kevin Warsh says

President Trump’s corporate tax cut and his business deregulation efforts are not a “sugar high,” says ex-Fed Gov. Kevin Warsh.

Read More