Cathie Wood Tells Goldman: The Dream Is Alive
The world is changing. Nobody knows that better than Cathie Wood. Wood’s meteoric rise was
The world is changing. Nobody knows that better than Cathie Wood. Wood’s meteoric rise was
It’s still not a real selloff. US equities suffered their second worst week of a
The writing is on the wall. And it’s scrawled in big, red letters. US corporate
US equities may loiter around current levels for a while, but another swoon is coming,
You’ve heard it time and again by now: Year after year of outperformance and market
The US economy added 390,000 jobs in May, Friday’s NFP report showed. That was more
“During the month of May, bearish investors took victory laps — until the last week
Albert Edwards wants to “talk about stocks.” But not those stocks. In a Thursday note,
In “Trial By Fire: Are Corporate Profits About To Plunge?” I made a casual observation
I dare say earnings reports from retailers will be among the most important macro events
If you were so inclined, you might argue that two of this year’s three shocks
If the current malaise on Wall Street is a non-recession correction, it’s an unusually long
“This call has proved wrong,” said Eric Johnston, head of equity derivatives at Cantor. “It
If you believe the bond market speaks to us through the curve, the recession clock
The UK’s cost of living crisis escalated in April, when consumer prices rose the most
Walmart follows a simple corporate creed: Everyday low prices. Other retailers purport to follow a
The outlook for global growth has never been worse. That was one, among several, key
Stocks are oversold and Treasury yields may have stabilized after running sharply higher, setting the
Investors “have been mauled,” Goldman’s David Kostin said, looking back on what, so far anyway,
“2022’s selloff is a valuation story so far, but if profits decline, it’ll be more
Despite 2022’s ongoing selloff, US stocks still aren’t priced for the coming economic slowdown. In
“Whiplash,” read the title of one bank’s weekly compendium of global rates research. It’s an
Higher stock prices “would ease financial conditions and therefore be antithetical to the Fed’s goal,”
Inflation is generally expected to peak at some point over the next several months. Or
The US economy added 428,000 jobs in April, hotly-anticipated data out Friday showed. That was
There’s a decent case to be made for a near-term bounce in US equities coming
Amazon delivered disappointing revenue guidance after the bell Thursday, underscoring the notion that even the
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