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Washington Post (December 2)

2023/ 12/ 04 by jd in Global News

“The debate now is when the Fed will start cutting interest rates. Stocks ,, come by May. That would certainly help the housing market, which has frozen with mortgage rates at the highest levels in about two decades.”

 

Bloomberg (December 1)

2023/ 12/ 01 by jd in Global News

“For all the bullish milestones notched by November’s big market surge, recent history offers Wall Street a lesson in caution. Time and time again, speculation breaks out that the Federal Reserve is poised to ease monetary policy soon enough — spurring even cautious investors to erupt in a spasm of cross-asset buying. Stocks jump, bond yields fall, and a dash ensues among equity speculators into shady corners encompassing everything from meme fliers to crypto and profitless tech.”

 

Wall Street Journal (October 9)

2023/ 10/ 10 by jd in Global News

“Investors worried about the recent pullback in stocks are counting on the coming earnings season to give them something to get excited about. For much of 2023, U.S. stocks roared higher despite lackluster corporate profits. But an accelerating selloff in bonds has pushed longer-term yields near their highest levels in more than a decade, denting enthusiasm for stocks.”

 

New York Times (September 28)

2023/ 10/ 01 by jd in Global News

“Stocks are heading for their worst month of the year as a triple whammy of soaring bond yields, rising oil prices and slowing growth trigger a widespread sell-off, even in once-loved mega-cap tech companies.”

 

Wall Street Journal (September 24)

2023/ 09/ 26 by jd in Global News

“America’s billionaires love Japanese stocks. Why don’t the Japanese?” Despite enthusiasm from overseas, “there are few signs its estimated 125 million residents share in the excitement. Burned by dismal returns since the bursting of Japan’s asset bubble in the late 1980s and early 1990s, generations of families here have stashed most of their money in low-yielding savings accounts rather than trying to increase their wealth through the stock market.”

 

CNN (August 18)

2023/ 08/ 19 by jd in Global News

“The CNN Business Fear & Greed Index, which looks at seven indicators of market sentiment, is showing signs of fear on Friday for the first time since March. That’s a big change from just one month ago, when the index was in ‘extreme greed’ territory.” The culprit? “China’s economy is in trouble” and that “spells bad news for US stocks, and potentially for your portfolio.”

 

Wall Street Journal (August 8)

2023/ 08/ 09 by jd in Global News

“July’s gains left hedge funds closing out so-called short positions and cutting risk at the fastest pace in years.” As they race to cover their shorts, they are “providing yet another tailwind for stocks, which have rallied this summer on optimism that a strong economy can withstand higher interest rates.” The rally caught many “short sellers off guard,” and as they “buy the shares back at a high price to limit further losses,” additional demand can drive “prices go even higher.”

 

Financial Times (May 16)

2023/ 05/ 16 by jd in Global News

“Japan’s Topix rose to its highest level in almost 33 years on Tuesday, boosted by a rally led by foreign investors. Buyers have been drawn to Tokyo stocks by potential improvements to corporate governance, a return to wage inflation and the perceived stability of the market compared with geopolitics-riven Chinese stocks.”

 

Financial Times (April 28)

2023/ 04/ 29 by jd in Global News

“Deprived of investment opportunities abroad, Russians have piled their savings into the likes of Lukoil, Gazprom and Sberbank, which combined account for about 40 per cent of the stock market’s total value.” Marking a rebound, “Russia’s stock market has climbed to its highest level in more than a year as domestic retail investors with nowhere else to go snap up the dividend-paying stocks that sold off heavily following the invasion of Ukraine”.

 

Bloomberg (April 1)

2023/ 04/ 02 by jd in Global News

“Rarely has the consensus been more uniformly bearish than it is now. Investors are sitting with the lowest allocation to US stocks in almost two decades.” But this extreme is creating a phenomena not seen “during any bear market in the past four decades.” Since “everyone’s leaning one way, big swings are apt to break out in the other…. Small gains can snowball when the worry is missing out on the next big rally.” As a result, “the S&P 500 just finished the first three months of the year up 7%, rounding out back-to-back quarterly gains.”

 

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