Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
The Strange Marriage Between Stock Prices and Recessions: Recessionomics, Pt. 3
By Mike PattonIn this third part on recessions, I will look closely at how stock prices react prior to, and during, a recession, as well as the role GDP plays in stock performance.
July 06, 2018
Prepare for a Recession but Stick With Stocks: JPMorgan's KellyEven if the U.S. economy slips into recession, Chief Global Strategist David Kelly doesn't expect a big bear market in stocks.
July 05, 2018
Earnings Season Beckons, but All Anyone Cares About Is Trade WarReporting season will be stellar, but will anyone even care? All eyes are on forward guidance and the international outlook.
July 05, 2018
As Japan Dumps Treasuries, It's Buying Riskier U.S. AssetsOne economist says big Japanese investors may stop buying any U.S. fixed-income securities.
June 29, 2018
Arnott: 'Buy High and Sell Low With Index Funds!'An analysis from Research Affiliates reveals that index funds are notorious for this buy-high/sell-low dynamic.
June 08, 2018
Goldman: Credit Markets Have Been Ringing the Alarm Bell on StocksInvestment-grade bonds have been behaving in a way that portended the last big equity shakeup, a strategist says.
May 29, 2018
Stocks Plummet, Bonds Rally as Italy's Woes Jolt AssetsU.S. stocks followed European shares lower after Italy's nascent governing coalition collapsed.
May 14, 2018
Why Stocks Don't Reflect Improving Economy and EarningsThese three notable hypotheses have an important implication for what likely lies ahead for investors.