EDITOR'S CHOICE
Previewing The 2024 Q2 Earnings Season
Article By:
Sheraz Mian
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Friday, May 31, 2024 6:50 PM EDT
The current expectation is that Q2 earnings for the S&P index will be up +8.7% from the same period last year on +4.6% higher revenues.
ECB Preview: ‘One Is None’ Or ‘One And Done’?
Article By:
Carsten Brzeski
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Wednesday, May 29, 2024 6:27 AM EDT
A rate cut at next week’s ECB meeting looks like a done deal. Even this week’s inflation and sentiment indicator data are unlikely to stop the central bank from cutting.
In this article: EZU
U.S. Economic Data Still Reflect Low Recession Risk - Will It Last?
Article By:
James Picerno
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Tuesday, May 28, 2024 8:13 AM EDT
A broad set of U.S. economic indicators continue to show that the odds are low that an NBER-defined recession has started or is imminent.
Weekly Market Pulse: Is Perception Reality?
Article By:
Joseph Calhoun
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Monday, May 27, 2024 5:14 PM EDT
The S&P 500 managed to eke out a gain last week but most everything else was down, primarily due to interest rate fears.
Retail Earnings & Consumer Spending: A Closer Look
Article By:
Sheraz Mian
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Saturday, May 25, 2024 12:25 AM EDT
The U.S. economy is chugging along, with growth moderately decelerating under the Fed’s tight monetary policy. Most of the Q1 earnings season is behind us, with results from 481 S&P 500 companies already out as of Friday, May 24th.
AI Data Centers And EVs Create Incredible Opportunities
Article By:
Michael Lebowitz
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Wednesday, May 22, 2024 7:25 AM EDT
AI and EVs can potentially increase the nation’s productivity growth, which would go a long way toward boosting economic growth.
Reaching The End Of Offshored Industrialization
Article By:
Gail Tverberg
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Tuesday, May 21, 2024 4:00 PM EDT
Moving industrialization offshore can look like a good idea at first. But as fossil fuel energy supplies deplete, this strategy works less well.
In this article: OIL
Three Things – Monetization, Sentiment And Real Wealth
Article By:
Cullen Roche
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Monday, May 20, 2024 9:40 PM EDT
Consumer sentiment took a big dive again last week as inflation continues to drag down sentiment.
Rediscovering The Essence Of The Berkshire Hathaway Annual Meeting
Article By:
Vitaliy Katsenelson
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Saturday, May 18, 2024 6:40 PM EDT
You'd think a lot of value investors would get together around the Berkshire Hathaway annual meeting – the Woodstock of Capitalism – and talk mostly about money or stocks. Most conversations at these dinners were about life.
Stimulus Today Costs Dearly Tomorrow
Article By:
Michael Lebowitz
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Wednesday, May 15, 2024 7:25 AM EDT
Since the pandemic-related bazooka of fiscal stimulus, the outstanding Federal debt has risen appreciably.
Ranked: The Top 6 Economies By Share Of Global GDP (1980-2024)
Article By:
Jeff Desjardins
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Wednesday, May 15, 2024 5:05 AM EDT
The world’s top six economies by their share of global GDP from 1980 to 2024.
Poor Consumer Confidence Is A Consequence Of The Wrong Policies
Article By:
Daniel Lacalle
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Monday, May 13, 2024 6:15 AM EDT
Rising costs of living, higher taxes, and higher inflation are the reasons why Americans have a negative perception of an allegedly strong economy.
The Correction Is Over As Stocks Bounce Back
Article By:
Lance Roberts
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Saturday, May 11, 2024 11:10 AM EDT
The breakout above key resistance and the reversal of the VIX suggest that the recent correction is over. But there is a decent probability of another correction before November.
Big U.S. Stocks’ Q1’24 Fundamentals
Article By:
Adam Hamilton
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Friday, May 10, 2024 1:35 PM EDT
The big US stocks dominating markets and investors’ portfolios continue to thrive.
Minutes Of ECB’s April Meeting Confirm Rate Cut Intentions For June
Article By:
Carsten Brzeski
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Friday, May 10, 2024 8:40 AM EDT
The released minutes of the European Central Bank’s April meeting confirm that the Bank will start cutting rates at the June meeting, barring any major surprises over the next four weeks.
In this article: EZU