Like slicing bread with a chainsaw, the Fed still has more dirty work to do, says Wall Street veteran
The creator of the index measuring bond market volatility says the Fed isn't about to pivot just yet.
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Our flagship newsletter, Need to Know, guides investors to the most important, insightful items required to chart a course ahead of each trading day.
The latest from Need to Know
The recent whipsaw for stocks means the bear market is still with us, says this strategist
Optimists hoping the S&P 500’s month-long bounce off its mid-June trough signaled the start of a sustained bull run have been confounded.
This country’s stocks, bonds and currency just had one of the worst months this century. One trader sees an opportunity.
Everyone seems to be hopping off the bus for U.K. assets. One trader sees value in the British pound.
Silver is at a 2-year low, but it’s not gold that will determine what happens next, this analyst says
Shat should investors do now if they are considering making a bet on the infamously volatile sector.
The bear market in stocks has a long way to go, this money manager warns. Here are the 2 strategic moves he’s making.
Our call of the day from RIA Advisors' Micheal Lebowitz says his simple bear market wealth strategy is what investors need right now.
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Here’s what might be the trade of 2023. How to dabble in it now.
It's on the early side to start playing in China, say strategists at Bank of America, who nonetheless say there are ways to prepare.
These 3 sectors might be the place to be even if the stock market ‘gets end-of-the-world bearish’
Our call of the day from Mark Ritchie II, CIO of RTM Capital Advisors, says investors should stop trying to fight market trends and the Fed.
Corrected This asset class is poised to rise 38% because markets overestimate risk of global recession, Goldman says
Recent selloffs have created a window of opportunity in commodities, according to Goldman Sachs.
The asset classes are always talking to each other, and here’s what they might be telling stocks
It was the bond market's soothing communication - in the shape of falling yields - that gave equity investors the confidence to deliver the sharp summer rally.
Fed heroics or no, the S&P 500 level is destined for a retest of lows. These are the levels to watch, says this strategist
Holding out for a pivot? Investors looking for some near-term Fed heroics need to keep an eye on the technical levels. They are saying sell the bounces.
There’s a new supercycle emerging for the economy, and these are the stocks that would benefit, strategist says
A mild recession engineered by the Fed won't be enough to offset the structural shifts headed for the economy. Here's how one strategist would play it.
Bill Ackman says fast-food chains are an inflationary shield. Here’s two he likes, and one he just sold.
Our call of the day comes from Bill Ackman's European listed portfolio, which has some insight on how investors can fight inflation with fast-food companies.
Once offering the worst return on Wall Street, cash is now looking like the best asset to own, says Morgan Stanley
Cash is looking like it will outperform stocks, government bonds and corporate debt.
Here’s what a leading bull and bear are saying comes next as markets stall
A technical indicator suggests a bottom is in but fundamental forecasts sow concern
This contrarian investor gave a timely warning for the last big tech top. He now sees the biggest drop of this bear market dead ahead.
Get ready for the biggest selloff of this bear market yet, that is hardly over, says our call of the day from contrarian investor Steven Jon Kaplan.
Recession isn’t priced into stocks, says this $1.4 trillion fund manager that has just turned more cautious
Invesco says conditions are set to get gloomier, and the only thing that matters to the Fed is inflation.
Here’s what investors should do as the housing market faces tough times
The housing market is swirling with trouble, but probably not a bubble says our call of the day.
Ready to cash out some gains on this stock market run? This strategist says an exit path is about to emerge.
Our call of the day from Michael O'Rourke, strategist at JonesTrading, says investors should be harboring doubts about this stock market.
It’s a Tom Jones rally but it may be overbought, say analysts
Nasdaq bounce off lows is not unusual but momentum indicators suggest a pause for breath
Here are some stock moves to consider now that inflation has eased up, says Jefferies
Our call of the day from Jefferies has a few fresh ideas for investors cheering that CPI data.
Markets have been extrapolating from one release to the next. Here are bargain stocks that build long-term returns, say these fund managers
Don't focus on the next datapoint -- look at stocks for the long term, these fund managers say.
The red flag that preceded a halving of global equities in 2000 and 2007 is back, warns Citi
A herd mentality of buying stocks among global analysts is a big red flag warning for investors, says Citi.
Veteran strategist Dennis Gartman says it’s still a bear market with no Fed pivot in sight
Gartman said he likes stocks in motion as the long-time Wall Street veteran says it's still a bear market for equities.
It’s a ‘topsy-turvy’ recession and this is what it means for the market
Falling real wage growth is discouraging layoffs, but that may soon change, says BCA Research
Chips are not yet on the menu for this strategist
Chips are so hot right now. But not for the best of reasons. U.S. House Leader Nancy Pelosi’s visit to Taiwan has angered the Chinese Communist Party and some observers are worried about the possible retaliation.
