The subtle shift in financial markets indicates that the US economy may be able to handle higher rates

The subtle shift in financial markets indicates that the US economy may be able to handle higher rates

There is a subtle shift taking place in some corners of the financial market towards the idea that the US economy may be strong enough to handle higher interest rates that reduce inflation. Signs of that shift in sentiment were evident in fed funds futures, where traders mostly weighed the chances of a rate cut … Read more

Here’s what investors should do as the housing market faces tough times

Here’s what investors should do as the housing market faces tough times

With interest rates on the rise, attention has increasingly focused on the housing market, which has been the victim of a slowdown since its post-pandemic peak. New signs of difficulty are coming from Compass COMP, whose shares are plummeting in the pre-market after real estate brokerage and the tech provider cut its annual revenue guide … Read more

Ready to cash in on some gains on this stock market rush? An exit path is about to emerge, says this strategist

Ready to cash in on some gains on this stock market rush?  An exit path is about to emerge, says this strategist

Welcome to the moody Monday, with falling equity futures and oil prices hit hard after a string of bad data from China, along with a surprise rate cut. Some say the global growth engine economic issues belong in a different box to the rest of the world, due to Cihna’s self-imposed slowdown due to COVID … Read more

The surge in inflation cools in July. Should stock market investors still play defense?

The surge in inflation cools in July.  Should stock market investors still play defense?

The latest stock hike helped lift the Nasdaq Composite COMP, + 2.09% Wednesday out of bear market territory and the DJIA Dow Jones Industrial Average, + 1.27% to get out of the territory of correction. But the strong recovery has also sparked debate on whether investors should adjust their portfolios away from defensive games. Over … Read more

Can the stock market hit bottom without the Wall Street fear indicator reaching panic levels?

Can the stock market hit bottom without the Wall Street fear indicator reaching panic levels?

Investors have endured a lot this year, and it’s not over yet with market technicians debating whether US equities are embarking on the start of the next bull market, or just another fierce bear market rally, as they have warned. investment titans Stanley Druckenmiller and Michael Burry. For investors struggling to discern how best to … Read more

Here are some equity moves to consider now that inflation has risen, says Jefferies

Here are some equity moves to consider now that inflation has risen, says Jefferies

After Wednesday’s bearish inflation, the inflation surprise lifted stocks and ushered in the Nasdaq COMP out of a bear market, some may wonder if a merger is around the corner. Stocks are rising as investors are also waking up with more good news about falling US gasoline prices (see below) and producer price inflation. But … Read more

Stock market investors cheer on July inflation data. Big names like Pimco and BlackRock aren’t so sure.

Stock market investors cheer on July inflation data.  Big names like Pimco and BlackRock aren’t so sure.

Wednesday’s release of the July Consumer Price Index report contained enough bearish surprises to give investors hope that the worst of inflation may be behind us. Yet an undercurrent of concern has remained in big-name companies like Pimco and BlackRock Inc., the world’s largest wealth manager. According to Pimco economists Tiffany Wilding and Allison Boxer, … Read more

The Nasdaq has flirted with a bear market exit, but strategists say the rally is not strong enough to enter a bullish cycle

The Nasdaq has flirted with a bear market exit, but strategists say the rally is not strong enough to enter a bullish cycle

The Nasdaq Composite flirted with leaving bear market territory earlier this week as the tech index continued to rebound from its June lows before taking a setback, but also a new push above. of the exit threshold would not convince some strategists that the bear has been won. According to Dow Jones Market Data, a … Read more

US stocks struggle for momentum ahead of the inflation report

US stocks struggle for momentum ahead of the inflation report

US equities struggled for momentum on Tuesday as traders avoided big bets ahead of July inflation data arriving Wednesday that could decide the fate of the recent summer rally. What is happening The industry average of the Dow Jones DJIA scored 35 points, or 0.1%, at 32,868. The S&P 500 SPX it fell 7 points, … Read more

The roaring job market puts “boom inflation” back on the investor map

The roaring job market puts “boom inflation” back on the investor map

Instead, concern has shifted to what a booming labor market and rising costs for everything means for stocks and bond portfolios, particularly if it morphs into a resilient mix of higher growth and inflation. How to call such a scenario? “Boomflation,” said Kent Engelke, chief economic strategist at Capitol Securities Management, indicating that annual wage … Read more