The Collapse Of FOMC Expectations by David Merkel When do you admit that you are wrong? Do you do it publicly? Do you hide it? Do you hide it plain sight? When I look at the graph for Fed funds for 2017 and later, I think the FOMC is admitting that they were wrong for a long time, and...
The World Economy Looks a Bit Like It's the 1930s Now, like then, a financial crisis has left deep scars by Enda Curran To understand today’s global economy, look back 80 years. Just like in the 1930s, growth is being constrained by companies unwilling to spend, falling inflation expectations and governments backing away from fiscal stimulus. The trigger for the current...
The sector that could take the market to all-time highs by Annie Pei The S&P 500 is close to breaking through all-time highs, and traders are speculating which sector will give the market the boost it needs. Erin Gibbs, equity chief investment officer at S&P Global Market Intelligence, is focused on bigger sectors as she believes smaller sectors hold too little...
Pulling the Trigger: 3 Exit Strategy Philosophies by Schwab Trading Services Learning Center When you think "buy," also think "sell." Don't just focus on how to get into a trade, but how to get out of it as well. After all, exit strategies are essential to risk management, protecting your trading capital, and limiting losses. But they are also essential to...
Stay away from food stocks — they’re just a bunch of crowded trades: Strategist by Annie Pei Food stocks have offered investors scrumptious returns this year, but in spite of the run, some traders think that they're not worth digging into. Larry McDonald, managing director and head of global macro strategy at ACG Analytics, believes the massive run in some food...
Be very afraid: Permabear Faber is starting to sound downright bullish – Gold vulnerable to near-term correction after rally by Mark Decambre Has Wall Street’s favorite permabear lost his teeth? A recent chat with Marc Faber about the outlook for global markets might lead one to conclude that the longstanding global-market pessimist espouses a much more subdued outlook for stocks —...
Goldman: Here Are the Stocks to Buy and Sell If You Want to Beat the S&P 500 – Still opportunities in a flat market. by Julie Verhage With Wall Street expecting the S&P 500 (SPX) (SPY) to end the year not far from its present level, stock-picking has become attractive for investors seeking anything better than meager returns. It's fortunate then that the upside to that strategy...
Year’s First Trillion-Dollar Bull Market Is Nearing in India by Rajhkumar K Shaaw Sensex up 16% from February low as global funds pile in Earnings, rain and GDP optimism overshadow valuation concerns Faith in India’s economy and its weather is giving overseas investors the confidence to snap up equities at the quickest pace in more than a year. Traders are shrugging...
How Far Can Oil Rally? Options Investors Bet on Surge Above $100 by Javier Blas Hedge funds purchase call options for the 2018 to 2020 period Energy market sentiment starts to shift away from oversupply Oil investors are buying contracts that will only pay out if crude rises well above $100 a barrel over the next four years — a...
Bond Yields Around the World Fall to Records on Growth Outlook by Lukanyo Mnyanda Investment-grade bond index has best start to year since 1997 Brexit concern driving haven demand: Brown Brothers Harriman The rush into government bonds during 2016 shows no sign of reversing as a weakening global economic outlook fuels demand for perceived havens. German 10-year bonds headed for...
