EDITOR'S CHOICE
Money Market “Cash On The Sidelines” – A Myth That Won’t Die
Article By:
Lance Roberts
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Friday, January 26, 2024 5:28 AM EDT
The surge in money markets since the “pandemic” has revived the age-old narrative that “money on the sidelines” is set to come into the markets.
In this article: SPX
2024 Energy Sector Predictions
Article By:
Robert Rapier
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Wednesday, January 24, 2024 1:16 PM EDT
The year promises to be challenging because there are more variables in play than normal.
China Canary Warns About Global Economy And The Downside To Euphoria
Article By:
Danielle Park, CFA
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Tuesday, January 23, 2024 10:10 AM EDT
Chinese stock prices have lost money in the 16 years since 2007 and are now back near 2005 levels.
US Stock Market At Record While Drawdowns Prevail Elsewhere
Article By:
James Picerno
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Monday, January 22, 2024 9:05 AM EDT
Wall Street celebrated on Friday when the S&P 500 Index, the most popular benchmark of US shares, closed at a record high for the first time in more than two years.
Minutes Of December Meeting Show ECB Still Not Spelling Out Rate Cuts
Article By:
Carsten Brzeski
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Thursday, January 18, 2024 10:00 AM EDT
The minutes of the ECB's December meeting show that the Bank was still far away from discussing rate cuts. This is unlikely to change at next week's meeting.
In this article: EZU
Almost Everyone Is Getting The Interest Rate Outlook Wrong
Article By:
Alasdair MacLeod
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Wednesday, January 17, 2024 12:54 PM EDT
The shift between commercial bank credit to "support" from excessive US Government spending is highly inflationary.
2024: Too Many Things Going Wrong
Article By:
Gail Tverberg
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Tuesday, January 16, 2024 6:45 AM EDT
As the economy moves away from growth, toward shrinkage, major changes can be expected.
Bond Market, Gold, Yield Curve And The Changes To Come
Article By:
Gary Tanashian
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Monday, January 15, 2024 10:31 AM EDT
Long-term bonds are much more vulnerable to inflation’s negative effects than short-term bonds. Short-term bonds also act as a liquidity haven during deflationary market crises.
Breaking Down Early Q4 Earnings Results
Article By:
Sheraz Mian
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Friday, January 12, 2024 10:32 PM EDT
We are off to a good enough start in the Q4 earnings season, though it may be hard to reach that conclusion from the seemingly ‘noisy’ big bank results. The bank results aren’t bad or weak, though most struggled to beat consensus revenue estimates
Full-Time Jobs Suggest Recession Risks Higher Than Thought
Article By:
Lance Roberts
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Friday, January 12, 2024 6:45 AM EDT
While the recent downturn in full-time jobs is very early, it is a data point worth paying close attention to.
Visualizing 150 Years Of S&P 500 Returns
Article By:
Jeff Desjardins
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Wednesday, January 3, 2024 6:35 PM EDT
The best year was in 1933, when the market soared almost 54% during the Great Depression.
Total Return Forecasts: Major Asset Classes - Wednesday, Jan. 3
Article By:
James Picerno
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Wednesday, January 3, 2024 7:25 AM EDT
The long-term return forecast for the Global Market Index ticked lower in December, easing to an expected 6.7% annualized total return.