Tag Archives: Stocks

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, April 12, 2022 Today’s newsletter is by Emily McCormick, a reporter for Yahoo Finance. Follow her on Twitter This week, first-quarter earnings season begins in earnest with the big banks, from JPMorgan Chase (JPM) to Goldman Sachs (GS), posting results. And this earnings season, there will be one clear factor separating the winners from… Source link

(Bloomberg) — Stocks and U.S. equity futures fell along with Treasuries Monday amid heightened worries about inflation risks and tightening financial conditions. A gauge of the dollar climbed. Most Read from Bloomberg An Asia-Pacific equity index shed more than 1%, dropping to the lowest since mid-March. China and Hong Kong struggled, with tech shares skidding on new guidelines from Beijing aimed at curbing data monopolies at internet platforms. U.S. and European futures also declined,… Source link

We’ve wrapped up the first week of April, and it feels like the April Fools’ pranks are still with us. Market headwinds have multiplied and receded, all at once. Covering the macro situation from banking giant JPMorgan, global market strategist Marko Kolanovic writes: “Equities risk-reward is not as poor as it is currently fashionable to believe… While the exogenous geopolitical crisis continues to present a binary set of outcomes, the activity momentum ahead of this shock was… Source link

The digital revolution has changed the world in just the last decade and a half, spawning new technologies, new ways of using technologies, and bringing old businesses into the 21st century. Nowhere is this more obvious than in the financial sector. Banking and financial services have benefited enormously from bringing tech into the mix – and their gains have given us a new word to describe it, fintech. 5-star analyst Jeff Cantwell, of Wells Fargo, lays out the upside case for fintech in no… Source link

From an investment standpoint, the first quarter of 2022 brought confusion more than anything else, markets fell down and bounced back up. The main question to answer right now is whether the bounce is real or just a dead cat. Either way, however, there are going to be opportunities for investors. As for choosing stocks to buy into, investors will need some clear signal. One popular sign to follow: the corporate insiders. These company officers can leverage their positions with their… Source link

There are a multiple headwinds buffeting the markets right now, pushing stocks, bonds, and commodities in various directions. Between stubbornly high inflation, the war in Ukraine, the persistence of COVID, and even the developing instability in Chinese real estate, the possible shocks that can hit the market are enough to make any investor’s head spin. They are also a strong inducement to start taking a defensive stance on an investment portfolio. At least, that’s the bottom line from… Source link

(Bloomberg) — Whatever hardships are afflicting global stock investors, it’s worse in other markets, and that alone may be enough to keep the equity rebound going for now. Most Read from Bloomberg Stocks recovered in record time from the initial shock of the war in Ukraine and the havoc it’s wreaked on global commodity supplies. That followed their resistance to successive waves of the coronavirus pandemic since 2020. Now, they’re refusing to be undone by ominous portents in bond… Source link

For decades, Berkshire Hathaway (NYSE:BRK.B) Chairman and CEO Warren Buffett maintained a pretty conservative approach to investing, favoring retail and banking stocks while giving a wide berth to more volatile sectors such as tech and energy. However, he finally pulled the trigger on PetroChina Co. (NYSE:PTR) in 2002 and Apple Inc. (NASDAQ:AAPL) in 2011. The Oracle’s foray into energy and tech initially paid off after he realized a tidy $3.5B profit on PetroChina, while his $158 billion… 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, April 1, 2022 After the S&P 500’s worst quarter since 2020, stocks are heading into what has historically been one of the best months for generating returns. Whether that holds this year, however, depends on how traders weigh a string of risks to the outlook. The good news is that the track record for April has been astonishingly strong…. Source link

Marvell (MRVL), Broadcom (AVGO), AMD (AMD), Analog Devices (ADI), Nvidia (NVDA) GlobalFoundries (GFS), and On Semiconductor (ON) are the stocks best positioned to navigate what appears to be a tricky market for semiconductors in the near future, says Bank of America (BAC) Analyst Vivek Arya. While the triple-A acronym might not be as well-known as some other stock group acronyms, MAAANGO stocks represent tech stocks with relatively resilient supply chains in a semiconductor industry that has… Source link