Tag: analyst comment
-
Opinion: Fed officials were slow to fight inflation. Now they may be too easy on it.
[ad_1] Political pressures on the U.S. Federal Reserve and President Joe Biden’s economic agenda have delivered a painful blow — inflation still above the Fed’s 2% target, high interest rates and declining living standards. COVID-induced supply chain disruptions can be blamed for about half of the surge in inflation that began in early 2021. Most of the…
-
Opinion: How you feel about the market matters more than the stocks and bonds you like
[ad_1] Seventy-one years ago, Harry Markowitz revolutionized how individuals and institutions invest by drawing attention away from individual security selection and focusing it on portfolio construction more broadly. To Markowitz, which stock a portfolio held mattered far less than the mix of stocks, bonds and other broad asset classes. Moreover, long-term benefits could be gained…
-
Opinion: China is feeling the pinch from a weakening global economy and U.S. restrictions
[ad_1] For decades, China set a shining example of how to capitalize on globalization to accelerate domestic economic growth and development. These days, however, the country risks becoming a cautionary tale about mishandling globalization’s shift from a beneficial tailwind to a disruptive headwind. Although the Chinese economy’s recent travails have some unique characteristics, they illustrate…
-
Stock market strategist David Rosenberg gives the Fed no credit — and no mercy
[ad_1] It’s said that you don’t know an economy is in a recession until it’s in one. Or as David Rosenberg puts it: “Recessions are like an odorless gas. They sneak up on you.” These days, Rosenberg is looking for fresh air. A former chief North American economist at Merrill Lynch and now president of…
-
Opinion: ‘Oppenheimer’ gives investors another reason to be bullish about nuclear energy
[ad_1] One of the hottest movies of the summer is the staggeringly good biopic “Oppenheimer,” about the man who oversaw the frantic race to develop the atomic bomb during World War II. The atom bomb dropped on Hiroshima, Japan on Aug 6, 1945 was a fission-style device. This also happens to be the same basic…
-
Uber’s stock deemed ‘hard to ignore’ with possible S&P 500 inclusion ahead
[ad_1] Uber Technologies Inc. is cruising toward potential inclusion in the S&P 500 as soon as next year, and that makes its stock “hard to ignore,” according to an analyst. While the ride-hailing giant struggled in its early days as a public company, it’s turned things around in a big way more recently, such that…
-
The stock market rally from soaring consumer sentiment has already happened
[ad_1] The University of Michigan’s Consumer Sentiment survey provides yet another reason to worry about U.S. stocks and the economy. Consumer sentiment is a contrarian indicator, and the latest University of Michigan (UMI) gauge shows consumer sentiment to have spiked in recent months. The increase from June to the (preliminary) July level is the largest…
-
Opinion: These 3 tips help small-business owners make better money decisions
[ad_1] Owning a small business comes with many challenges and responsibilities, and the pressure to make the right decisions can feel downright daunting. Our latest American Express Small Business Financial Confidence Report found that just 54% of small-business owners feel confident making financial growth decisions. For the smallest businesses (those with fewer than 10 employees)…