‘The risk is that we’re going to hit the brakes very, very hard,’ Larry Summers says

“‘The risk is that we’re going to hit the brakes very, very hard.’ ” — Larry Summers Almost a full year of monetary-policy tightening by the Federal Reserve appears to be having little impact on price...

Stocks Aren’t Falling When Bond Yields Rise. It’s a Problem.

In the post-Covid world, the stock market is supposed to go down when bond yields go up, but recently, stocks haven’t reacted much to the bond market. Something has to give.  In roughly the past month...

Avaya files for bankruptcy, about 5 years after emerging from previous bankruptcy

Avaya Holdings Corp. said Tuesday that it and all of its U.S. subsidiaries filed for bankruptcy, a little more than five years after emerging from its previous bankruptcy. The business communication c...

Buying bonds now is a smart money move even if the Fed keeps hiking rates. Here’s why.

Bond investors can cheer real interest rates hitting a 15-year high. That’s because bonds historically have performed better in the wake of higher rather than lower real rates. The real interest rate ...

The hunt for stocks with rising dividends: These fund managers have a strategy to keep your payouts growing

The broad stock-market rally so far in 2023 might make it easy to forget what a rough ride investors faced last year. It was a time when some active strategies focused on dividends, good cash-flow tre...

These money and investing tips can build your portfolio’s offense and defense

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS 10 value stocks for today’s ma...

AI is dominating the action in the stock market right now

OpenAI, the developer of ChatGPT, is receiving billions of dollars in funding from Microsoft Corp. MSFT, -0.20%. The rollout of this new technology has been followed by similar efforts by Alphabet Inc...

10 value stocks for today’s market

Did the tide turn away from value in January and back in favor of growth? I’m referring to the relative performance of issues that trade for low ratios of price to net worth (value stocks) and those t...

‘The short end of the curve is very sexy today’: But where should ETF investors bet on bonds?

Hello! This week’s ETF wrap brings you some of the buzz around fixed income at the recent Exchange conference in Miami, including views from BlackRock, DoubleLine, PIMCO, State Street and Fairlead Str...

Deeply inverted Treasury curve narrowly misses reaching 41-year milestone

A bond-market gauge of impending U.S. recessions fell just shy of reaching its most negative reading since October 1981, when interest rates were 19% under Paul Volcker’s Federal Reserve. That gauge, ...

Why Biden’s 4% buyback tax could boost stock prices and dividends

The Biden administration’s new stock buyback tax will have little impact on the overall stock market. It might even actually help it. I’m referring to the new 1% excise tax on share repurchases that w...

‘Edge of a swamp’: JPMorgan strategist sees ‘one time only sale’ in fixed income as U.S. economy slows

Fixed-income yields “all look good,” and you might want to get some while you still can, according to JPMorgan Chase & Co.’s David Kelly. It’s a “one time only sale,” said Kelly, chief global stra...

Market strategist David Rosenberg: U.S. stocks will drop 30%. Wait to buy them.

David Rosenberg, the former chief North American economist at Merrill Lynch, has been saying for almost a year that the Fed means business and investors should take the U.S. central bank’s effort to f...

The next few days may reveal whether investors have been riding one big suckers rally, says this strategist.

Stocks are off to a weaker start as caution grips investors following Friday’s monster jobs beat. While subject to revisions, that 517,000 surge in U.S. jobs may have shredded hopes among some that th...

Why the 2023 stock market rally might depend on the U.S. dollar

The U.S. dollar may be losing its appeal as one of the few reliable safe-haven assets in times of economic and geopolitical uncertainty after an 18 month rally, and a further fall by the currency coul...

Treasury yields jump after surge in U.S. job growth

Treasury yields jumped Friday, erasing what had been weekly declines for 2- and 10-year notes, after a much stronger-than-expected U.S. January jobs report clouded investor expectations for the Federa...

Jobs report tells markets what Fed chairman Powell tried to tell them

Oh dear. A lot of investors just learned again, the hard way, the old rule: When someone tries to tell you something about themselves, listen. On Wednesday afternoon Federal Reserve Chairman Jerome Po...

Cash is no longer trash, says Dalio, who calls it more attractive than stocks and bonds

“‘Cash used to be trashy. Cash is pretty attractive now. It’s attractive in relation to bonds. It’s actually attractive in relation to stocks.’” Bridgewater Associates founder Ray Dalio no longer thin...

Hanesbrands stock plunges toward biggest selloff in 15 years after relatively high dividend eliminated, warning of a Q1 loss

Shares of Hanesbrands Inc. HBI, -27.38% plummeted 20.7% in morning trading Thursday, putting them on track for the worst one-day performance in nearly 15 years, after the T-shirt and underwear seller ...

Did Powell just give stocks permission to keep on climbing? Here’s what latest Fed decision means for markets

U.S. stocks and bonds rallied on Wednesday, much to the chagrin of traders who had ramped up bearish bets on the expectation that Federal Reserve Chairman Jerome Powell would push back against the mar...

Wall Street to Jerome Powell: We don’t believe you

Do you want the good news about the Federal Reserve and its chairman Jerome Powell, the other good news…or the bad news? Let’s start with the first bit of good news. Powell and his fellow Fed committe...

Brace for ‘tinderbox-timebomb’ market crash worse than 1929, hedge fund manager says

“ “It is objectively the greatest tinderbox-timebomb in financial history — greater than the late 1920s, and likely with similar market consequences. Now, as then, it is of our own making.” ” — Mark S...

These 2 dividend-stock ETFs are more like growth funds in disguise. Can either still work in your income portfolio?

Quality-stock and dividend-focused strategies shined during the market declines of 2022, rebounding from what investors may have found to be disappointing performance during the previous long bull mar...

Opinion: The Fed expects a ‘soft landing’ and no recession for the economy. We could get stagflation instead.

I am especially wary of economists — that includes Federal Reserve members and well as former Fed members — who are quick to see a soft landing for the U.S. economy. Soft landings are rare. Former Fed...

Welcome to Purgatory on Wall Street

The stock market over the next decade will barely keep up with inflation. That’s according to an average of the 10-year projections of the eight valuation indicators I highlight in this space every mo...

This week’s Fed vs. markets showdown could decide fate of early 2023 stock rally

Let’s get ready to rumble. The Federal Reserve and investors appear to be locked in what one veteran market watcher has described as an epic game of “chicken.” What Fed Chair Jerome Powell says Wednes...

These money and investing tips can warm your portfolio when stocks cool

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS Think you know where interest ...

Deere, Dollar Tree, and 21 More Investment Ideas From Barron’s Roundtable Pros

The “January effect,” according to market lore, is the tendency of stocks to rise in the year’s first month. So far, so good: The S&P 500 is up 6% year to date and the Nasdaq Composite has gained ...

How to get a 6% return in bonds this year, according to Guggenheim

After an awful year, a straightforward strategy has been shaping up for investors to get an estimated 6% return in the bond market, according to Guggenheim Partners. The Federal Reserve’s rapid pace o...

Opinion: Why are my investments in a rut? That’s the way Wall Street wants it.

The Wall Street establishment doesn’t want you to read this article, and I’ll tell you why. If you’re an investor and not getting all the returns you deserve, there are lots of possible reasons. Perha...

What will the Fed and Jerome Powell do next week?

Jittery U.S. investors are still in “bad news is good news” mode because they want to see interest rates decline. And they expect to get what they want, as shown by the inverse yield curve. Two-year U...

Fed set to deliver quarter-point rate hike along with ‘one last hawkish sting in the tail’

The Federal Reserve will downshift to a 25 basis point rise in its policy interest rate at their upcoming interest-rate meeting and will work overtime to make sure that the market doesn’t get the idea...