MacroTides' Welsh: This market will keep running, but a bear market is coming

MacroTides' Welsh: This market will keep runn...

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NDR's Clissold: Economy, market can weather rate hikes and 5% bond yields

Ed Clissold, chief US strategist at Ned Davis Research, says that economic indicators continue to look fine, but that growth is now driven by artificial-intelligence capital spending and wealth-effect spending by consumers who have benefitted from the rising market, which means t ...  Afficher plus

Natixis' Janasiewicz: 'Slowing' economy remains a solid base for earnings

Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers, says that the market's ability to keep running depends on the "up and to the right" trend continuing, and he expects that to continue even if the slope of the line gets flatter. There's a difference, Jana ...  Afficher plus

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Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24
Morning Call

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explai ...

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Entrepreneurial Skill Does Not Equal Investment Skill
Payne Points of Wealth

The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things don’t seem as dire as once thought. We’ll give you our thoughts on what we see right now with the ten-year treasury at 3.5%. Markets inching higher throughout the year. W ...  Afficher plus

The World Grows More Uncertain
Motley Fool Hidden Gems Investing

And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime’s IPO. - Earnings from RH and Adobe. (19 ...  Afficher plus

Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
Morning Call

Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ...

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