U.S. stocks could rally another 25% now that Fed no longer has ‘back against the wall’ in inflation fight

One of Wall Street’s most implacable bulls has laid out his argument for why he thinks U.S. stocks can continue to rally into the year’s end after Thursday’s game-changing October inflation data. Tom ...

Crypto and tech are the first dominoes to fall as stimulus liquidity dries up, says this money manager. Here’s what could happen next.

Read: Sequoia on its FTX investment: Some surprise to the upside, and some surprise to the downside JPMorgan is predicting a “cascade of margin calls, deleveraging and crypto company/platform failures...

‘We’ve seen this before,” warns BofA. Why inflation could take until 2024 to fall to 3% and weigh on stocks.

U.S. stocks roared higher Thursday after October’s consumer-price index showed inflation rising at a less aggressive annual pace than expected, spurring hopes that the Federal Reserve’s inflation flig...

U.S. Treasury says currency-market intervention should be reserved for ‘very exceptional circumstances’ in response to Japan’s September move

The U.S. Treasury Department on Thursday said it expects currency-market interventions, like Japan’s in September, should be reserved for exceptional circumstances, as it kept Tokyo on a list of partn...

GE Stock Is Flying. Investors Should Be Careful.

This stock market is wild, and it’s been wild for longer than just Thursday’s massive move. Cyclical stocks have been on fire in the fourth quarter. The rally in many beaten-up names, unfortunately, l...

FTX lent over half of its customer funds to affiliated trading firm: WSJ

Embattled crypto exchange FTX, once the third-largest crypto exchange by trading volume, reportedly lent more than half of its customer funds to its affiliated trading firm Alameda Research, exposing ...

Crypto Is Losing a Big Trader. A Top Exchange May Also Be Worthless.

The world of cryptocurrency remains in turmoil. The dust hasn’t settled, but it looks like the market will lose one one of its most influential trading firms, and possibly one of the largest exchanges...

Disney stock tumbles to worst day since 2001 after ‘massive earnings downgrade’

Walt Disney Co. has a profit problem, and that’s helped send shares of the media giant to their worst daily performance in more than two decades. Though Disney DIS, -13.16% notched record sales during...

Semiconductor stocks have bounced from 2022 lows — and analysts expect upside of at least 28% in the next year

For investors aiming to take advantage of stock market declines, the obvious question is: How far is too far for stocks to fall? The semiconductor industry, a standout performer during the reopening o...

Opinion: Quality and high dividends set these five semiconductor stocks apart from rivals

It’s been a tough year in the stock market, but reserve some empathy for semiconductor investors. The iShares Semiconductor ETF SOXX, +2.20% is down 40.5% this year, compared with 19.6% for the benchm...

Here’s the trouble under the hood at Warren Buffett’s Berkshire Hathaway

It’s midterm day in America, so pack your weapon (where legally permitted), have your local election lawyer on speed dial and get out the popcorn. U-S-A, U-S-A. More on that later. The company lost $2...

S&P 500 earnings estimates for 2023 take ‘complete U-turn’ as recession risks loom, according to BofA

The S&P 500 risks another leg down after a “complete U-turn” in 2023 earnings-per-share estimates for the U.S. stock-market index, according to a BofA Global Research note. “Forward estimates have...

Carvana, Dealers Show Risks of Deflation. Ford, GM Investors Should Watch Out.

Text size A Carvana car-vending machine in Huntington Beach, Calif., in 2019. Mark Ralston/AFP/Getty Images Why buy now if prices are going to be lower tomorrow? That isn’t a question U.S. consumers h...

Could Oil Prices Reach $200 a Barrel? Some Traders Are Betting on It.

Oil hasn’t yet climbed back to $100 per barrel, but options traders are increasingly setting their sights on another target—$200. The most actively traded Brent crude options contract on Thursday was ...

Alibaba and Other Chinese Stocks Are Rallying Again. Why It Doesn’t Make Sense.

Chinese stocks rallied on Monday as investors continued to be optimistic that coronavirus rules would be eased, despite repeated messages from authorities that China would stay the course on “zero Cov...

Oil at $200 a Barrel? Some Traders Are Betting on It.

Oil hasn’t yet climbed back to $100 per barrel, but options traders are increasingly setting their sights on another target—$200. The most actively traded Brent crude options contract on Thursday was ...

Opinion: A switch to ‘premium’ can keep you invested amid the tech wreck in stocks

It seems as if the stock market is punishing all technology companies regardless of performance. That underlines a set of opportunities for long-term investors. There were many eyes on this cycle of t...

2-year Treasury yield pulls back from 15-year high after October jobs data

U.S. Treasury yields saw a mixed finish Friday, with the yield on the 2-year note rising edging down a day after ending at a more-than-150-year high as investors assessed a stronger-than-expected Octo...

Pfizer Stock’s Post-Covid Future Looks Healthy

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

Credit carnage spurs bargains on bonds tied to $16 trillion pile of U.S. household debt

Big bargains have made a roaring comeback on bonds tied to the $16.2 trillion pile of U.S. consumer debt. Higher borrowing costs, tighter credit conditions and sharp losses have been defining forces o...

Think you had a bad week? Salesforce, cloud companies had some of their worst weeks ever

Salesforce Inc. and other cloud-software stocks shed red over the week, as the lining in cloud-software stocks Friday turned blood red instead of silver, sending some cloud companies and ETFs tracking...

Fed warns of ‘low’ market liquidity in $24 trillion Treasury market, in latest financial stability report

The Federal Reserve on Friday confirmed what many investors were saying for some time: the $24 trillion Treasury market has been experiencing low levels of market liquidity in recent months. The centr...

Here’s strong new evidence that a U.S. stock-market rally is coming soon

Yet another piece of the investor-sentiment puzzle is falling into place to support a sizeable U.S. stock-market rally. I’m referring to an index that measures investors’ confidence that any market di...

Opinion: Don’t cheer yet — rising gold prices are likely to reverse

Long-suffering gold bugs will likely have to suffer a while longer. That’s because gold traders on the whole have not thrown in the towel and thereby given up on the yellow metal GC00, +0.54%. Only wh...

New stock-market lows ahead? What investors need to know as Fed signals rates will be higher for longer.

Federal Reserve Chairman Jerome Powell sent a clear signal interest rates will move higher and stay there longer than previously anticipated. Investors wonder if that means new lows for the beaten-dow...

Apple and Google stocks both had their worst week in more than two years

Shares of Apple Inc. and Alphabet Inc. both suffered their largest weekly declines since the beginning days of the pandemic this week, as Big Tech companies continued to draw closer scrutiny from Wall...

Amazon stock breaks long-term chart support, and the worst may still be to come

Amazon’s stock has tumbled enough over the past week to do real damage to its long-term chart — and enough to warn investors the worst may be yet to come. But amid the market turmoil and concerns over...

The future looks gloomy for retirees — if you look closely at financial history

Retirement planning requires us all to become historians. Surely not, you object: Do we really have to become proficient in yet another subject? Unfortunately, yes. Regardless of whether you’re aware ...

Get ready for some bullish history to repeat with these stocks, says BofA analysts

Stagflation is coming, but with that comes a silver lining for some equities if history is any guide. That’s according to strategists at Bank of America, who see a macro backdrop that continues to ref...

Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi

Markets continue to absorb the reverberations from this week’s Federal Reserve policy decision. The S&P 500 SPX has given up a chunk of its latest rally after Chair Jerome Powell suggested it was ...

‘Oh, my gosh, why am I not in the market?’ This forecaster says investors will be shocked by what’s about to happen next.

Slower, but higher rates and no pivot this side of Christmas. That was the message from Fed Chairman Jerome Powell after the central bank’s fourth-straight jumbo hike. Bruised investors continue to se...

Self-Driving Technology Provider Luminar Just Hit a Big Milestone

After 10-plus years of moonshot R&D, Luminar Technologies has made it into automotive production with its radarlike systems. Wednesday evening, lidar maker Luminar (ticker: LAZR) reported third-qu...