Text size This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Expect Oil Prices to Fall THINK Economic and Finan...
Tag: Commodity
U.S. dollar is now slicing through key technical levels ‘like a hot knife in butter’
The U.S. dollar is back on the upswing and headed toward the year-to-date highs seen in mid-July following a period of relative dormancy over the past month as investors pulled back on expectations of...
S&P 500 earnings are rising only because of strength in this one sector
S&P 500 index company earnings for the second quarter were certainly better than expected, but it’s debatable whether overall results were actually good, given that year-over-year growth was due o...
Opinion: Stop misreading the Fed: It’s not getting cold feet about wrestling inflation to the ground
The Federal Reserve isn’t as mysterious as it’s made out to be. It’s not hiding coded messages in its communications. It’s not using obscure metaphors that seem to say one thing but actually mean the ...
Why Did Bitcoin Fall? Is It Because Stocks Slumped Too?
Text size How strong is the link between stocks and Bitcoin? AFP via Getty Images Bitcoin sank Friday and stocks did too. The world’s largest crypto posted losses for the week, as did equities. Could ...
Here’s what a leading bull and bear are saying comes next as markets stall
The stock market has all but stalled this week. The S&P 500’s 200-day moving average has seemingly morphed from magnet to resistor. It’s the summer: NYSE composite volume was the lowest of the yea...
JP Morgan quant who called summer rally says there’s plenty of ammunition to drive stocks higher — and here’s why
JPMorgan Chase & Co.’s Marko Kolanovic wants clients to hang on, because he thinks the rally in stocks is far from over. In a note entitled “Setting the Record Straight and What We Expect Next,” K...
Opinion: Evidence for a new bull market in stocks is rapidly piling up
“Gradually, then suddenly.” This was the answer Mike gave to the question about how he went bankrupt in Earnest Hemingway’s “The Sun Also Rises.” It’s a good way to think about how any change occurs ...
Single-stock ETFs: ‘We’re going to see this entire ETF category absolutely explode’
Hi! In this week’s ETF Wrap, you’ll get a look at the wave of single-stock ETFs that have recently hit the market — and whether they may be geared toward your investment approach. Please send feedback...
Oil Prices Have Been Falling. Why It’s Time to Buy Oil Stocks.
Text size Energy stock profits rose nearly 300% during the second quarter, nearly 10 times faster than the next sector, industrials. Oliver Bunic/Bloomberg It has been a boom-and-bust year for oil sto...
The Bulls Still Own This Market. But Cracks Are Starting to Show.
Text size Riskier and more speculative pockets of the market have led the rally, which has coincided with a decline in bond yields. NYSE If it looks like a bull market and acts like a bull market, it’...
Hedge funds pile up $125 billion bet against the S&P 500’s big summer rally
A more than $125 billion institutional short position has been building up against the U.S. stock market, driven by hedge funds, according to BNP Paribas. Futures contract data points to a sharp incre...
Deere Stock Tumbles as Earnings Miss Expectations
Text size Higher crop and food prices tend to boost demand for Deere products. Justin Sullivan/Getty Images Deere reported fiscal third-quarter earnings that missed analysts’ expectations and the stoc...
Dow Futures Fall as Wall Street Parses Mixed Signals on Pace of Rate Hikes
Text size Investor focus remains on the Federal Reserve’s pace of future interest-rate increases. Spencer Platt/Getty Images Stock futures pointed to a lower start for Wall Street Friday as inve...
Chip stocks tanked as pandemic demand for electronics slumped, but there are still some winners
After two years of unprecedented chip sales and demand related to the COVID-19 pandemic, a long-feared reversal has struck the semiconductor industry, but some markets are still performing strongly — ...
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.
When can we truly say goodbye to this bear market? While Bank of America’s global fund managers are no longer “apocalyptically bearish,” some on Wall Street remain wary. Add our call of the day to tha...
20 bank stocks expected to benefit the most from rising interest rates as the Federal Reserve fights inflation
When companies report financial results, analysts tend to make comparisons to the year-earlier quarter. But there are times when sequential improvements can be telling. This is one of those times for ...
Dow Futures Steady as Fed Signals Need to Keep Raising Interest Rates
Text size Federal Reserve officials agreed they need to keep raising interest rates to cool inflation. (Photo by TIMOTHY A. CLARY/AFP via Getty Images) AFP via Getty Images Stock futures fluctuated Th...
This rule with a perfect record says the market hasn’t bottomed, says Bank of America’s star analyst
Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive. Investors therefore may like to consider the latest no...
Did the stock market ‘misinterpret’ Fed again? What strategists say about the reaction to the July minutes
Minutes from the Federal Reserve’s meeting in July — at which policy makers hiked the benchmark interest rate by 75 basis points, indicate stock-market participants were too quick to price in a “less ...
Why target-date funds may sabotage your retirement
If you’re like most of the 30 million or so people investing in a target-date fund mutual fund inside your retirement account, you’ve likely adopted a set-it-and-forget-it attitude toward your nest eg...
Meme stock Bed Bath & Beyond ‘decoupled from economic reality’ but now getting crushed; it isn’t alone
This is an eventful time for meme stocks, as evidenced by Bed Bath & Beyond’s rollercoaster week. Shares of the troubled retailer skyrocketed recently, driven by the Wall Street Bets crowd on Redd...