Credit Suisse, Goldman Downplay Market Risks From Earnings Slump
Strategists at two of Wall Street’s biggest firms are downplaying the risks posed by a looming earnings recession for corporate America, saying weakness among megacaps is masking broad-based profit growth.
Europe Looks Like the Real Weak Link in the Global Economy
For all the palpitations that the trade war between the U.S. and China will knock out their economies, it is Europe that increasingly looks like the biggest threat to global growth.
Fed Officials’ Views on the Economy Have Converged: It’s in a Good Place
Federal Reserve officials are getting their stories straight on the U.S. economy.
Understanding S&P 500 Forward Earnings Projections
by Chris Combs The below attached article titled “Latest Warning Sign for Markets: A Possible Earnings Recession” needs further explanation. If earnings projections are being revised down by analysts, why has the stock market continued to recover? The downward revision in full year 2019 S&P 500 EPS is mostly the result of a decline in […]
U.S. Sees Trump-Xi Meeting Soon as Lighthizer Arrives in Beijing
China’s Desperately Looking for a Deal With Trump, Economist Lee Says
Trump Shouldn’t Take the Easy Way Out Over China
The country’s pernicious debt load and rapidly weakening economy mean the U.S. has more leverage in trade talks now than it ever had before.
Red-hot U.S. economy ignores global cooling – for now
The two best performers among the Group of Seven economies in the third quarter almost certainly took separate paths in the fourth, as Britain suffered a Brexit reality check, while the United States sailed on despite the trade war it has sparked.
U.S. Warns EU Tariff Threat Will Return Unless Juncker Delivers
The U.S.-European trade truce struck last summer that’s helped keep punitive tariffs at bay is at risk of unraveling, with America’s top diplomat to the European Union citing a lack of good will and progress in negotiations.
JPMorgan Says Boost Your Risk Positions. And Unwind Those Hedges
The Federal Reserve’s pause on further tightening, and the chance of a positive surprise from China’s economy, have strategists at JPMorgan Chase & Co. beefing up risk-taking positions, cutting cash levels and favoring industrial metals.
US-China trade will probably get worse before it gets better…
US-China trade will probably get worse before it gets better, says China advisor Robert Kuhn, long-time advisor to the Chinese government, joins “Squawk on the Street” to discuss what’s at stake as U.S-China trade talks begin.