div > div.group > p:first-child"> Economists weigh both inflationary data and expectations for inflation. Psychological attitudes have always been recognized as being important, and market psychology made a glaring attempt to turn negative last week.
Earnings growth estimates for S&P 500 companies have gone from around 20 percent a year ago to 4 percent to 5 percent this year and next. That's a big deal, though much of the 20 percent growth spike was the result of the corporate tax cut. Paying less in taxes allowed companies to post higher earnings. Moreover, I've long said that economic and market growth could not withstand meaningfully higher interest rates. And we don't have them.
The positive view is that money is inexpensive and available for growth and investment. The negative view is that rates are low because money is racing into bonds and not into any of those vehicles that might produce better returns because future expectations for growth are so bleak. Each winter and spring, I travel around the country giving talks on my economic and market forecast. This year's title is"Unintended Consequences." After 10 years of quantitative easing and fiscal stimulus in the U.S. and around the world, regulators and central bankers can cheer their success at avoiding deep recessions and depressions.
As with most things dealing with economic and market forecasts, no one has any real idea of what's happening until well after it has happened, and we certainly have no idea about what will really happen in the short-term.
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Stock market winners list so far this year features odd bedfellows in 'FANG' and utility stocksStocks that act more like bonds are what investors prefer at the moment. Orthodontist tells me you can fix a FANG by putting having braces installed
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
A Good News, Bad News Week For The Ethanol IndustryLast week the ethanol industry cheered when the EPA proposed a rule that would allow 15% ethanol blends to be sold year-round. But by the end of the week they were complaining as the EPA granted more waivers to refiners seeking exemption from ethanol-blending requirements. For those of us allergic to corn who is going to pay the medical bills? I really don't think I should. Since both ethanol producers and refiners are unhappy, it must be a reasonable solution.
출처: Forbes - 🏆 394. / 53 더 많은 것을 읽으십시오 »
Tesla analyst cuts Model 3 forecast, now sees bear market in stock aheadRBC Capital Markets says delivery issues and lackluster demand will plague Tesla earnings; analyst Spak cuts his stock forecast 14 percent. Model 3 has an ugly nose. Analyst cut Model 3 forecast once before and has no evidence to support this new decision to cut. Evidence suggests Model 3 sales in Feb were huge in Europe and China. Analysts missed Tesla deliveries forecast by wide margin in 2018 and are still working with flawed fcast model.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
Stocks slide as growth fears weigh on market sentimentU.S. stocks retreat Monday morning as markets struggled to regroup after data showing weakness on the global economic front triggered heavy losses last Friday.
출처: MarketWatch - 🏆 3. / 97 더 많은 것을 읽으십시오 »
Stocks typically outperform for a long time even when the bond market is flashing recession signalSome investors may be freaked out over the recession signal being sent by interest rates, but if history is a guide, there is still time to capture more gains in the stock market. FoxBusiness MadMoneyOnCNBC even banks do well in a flat yield curve and Janet Yellen says we have a flat yield curve Trying a hard sell here ? Ain’t we ? Delaying the inevitable.
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Mueller aside, why the stock market could be about to deliver explosive gainsWhile it might not amount to “total exoneration,” as Donald Trump put it, it’s hard to argue that the Mueller report didn’t deliver a tidy little victory the...
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Global stocks tumble as bond markets sound U.S. recession warningInvestors ditched shares on Monday and fled to the safety of bonds while the Jap... How convenient. Days after the mueller report completely exonerates Trump this happens. Looks like another cohencidence.
출처: Reuters - 🏆 2. / 97 더 많은 것을 읽으십시오 »
The 2019 stock market comeback resembles a 'January effect on steroids'Beware market bulls: The stock market's stellar rebound this year could be driven merely by a short-lived trend. I wanna know who is doing an IPO soon! investments StockMarketNews StockMarket It’s a buyback fueled s&p mini manipulated short trap/cover algo triggered rally. Nothing more than that.
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