Tag Archives: Morning

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, January 7, 2021 The world’s two largest economies are having serious identity crises The occasion of the first anniversary of the Jan. 6 riot on Capitol Hill provides a chance to explore something that’s been on my mind for at least a couple of years. Even with its dynamic economy and enviable growth, America’s all-consuming political… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, January 6, 2021 Rate hikes no longer theoretical, but ‘front and center’  On Wall Street, there’s an old saying that refers to the market’s reaction to Federal Reserve policy that may be negative for stocks, and implies that investors are having the time of their lives. “Snatching the punch bowl away from the party,” an old… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, January 4, 2021 Tesla’s biggest growth engine may become its Achilles heel On Monday, during a session that by all rights should have been dominated by Apple (AAPL) becoming the first company ever to hit $3 trillion market capitalization, Tesla (TSLA) did what it normally does — which is steal the spotlight. As the iPhone maker set its… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, January 3, 2022 Welcome back from your staycation. It’s time to make money. The markets enter the New Year in a great mood. Strategists are rocking 5,000-plus calls for year-end S&P 500 targets. What pandemic (said tongue-in-cheek)? Profit estimates by analysts remain on an uptrend, as if to laugh at the real threats of stubborn… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, December 31, 2021 Working from home has hidden costs As we turn the calendar from 2021, certain pandemic-era macro trends are almost guaranteed to carry over into 2022.  One of them is the housing market, which — much like the labor market, where new unemployment claims remain close to their lowest in decades — is expected to remain… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, December 30, 2021 What COVID-19 ‘on our terms’ means for the market, and everyone else Another day, another shattered record of COVID-19 infections in the United States — and yet another set of new milestones in the Dow (^DJI) and S&P 500 (^GSPC), as Santa Claus continues to bestow gifts on Wall Street. One of the aforementioned records… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Wednesday, December 29, 2021 Mandates have curbed almost everything except COVID-19 cases  Someone has to say it, and I derive no pleasure from doing so. But here goes: The Omicron wave is exposing the limits of COVID-19 restrictions, which are clearly failing. These include ferociously debated vaccine passports and masking policies that have done… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, December 27, 2021 As yours truly and Julie Hyman bantered about on Yahoo Finance Live last week, the sharp drop in the U.S. savings rate during the holidays was a tell-all on how the crucial shopping season likely panned out.  Being right always makes one feel warm and fuzzy inside, which is where I am emotionally after digesting an… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, December 23, 2021 The rally’s intact, but for how much longer is anyone’s guess The Santa Claus Rally hasn’t been derailed after all. The North Pole’s jolliest resident — battling his way through the Omicron surge, a hawkish Federal Reserve, weaker consumer spending and the apparent demise of President Biden’s signature domestic… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, December 21, 2021 2022 is getting off to a rough start (already) “Omi-whatever” sure didn’t last long. A couple of weeks ago, Bloomberg’s catchy headline and pull quote appeared to sum up a market that had decided to move beyond the latest COVID-19 variant. That sentiment figured prominently in a piece written on December 10 by yours… Source link