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Energy Stocks Are Due for a Face-Saving Rally

After all, it is nearly impossible to find a positive analyst on natural gas or oil.

The JOLTS Barometer, and the Best Bet on Bonds

There is no period in history where job growth slowed to a crawl and the economy didn't fall into recession.

The Week Ahead: Davos, Impeachment, PMI and 25 Key Earnings Reports to Watch

Almost 200 companies are slated to report quarterly results, including 43 S&P 500 constituents.

Kass: 5 Big Surprises That Could Impact Markets in 2020

Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.

Slower Job Growth Isn't Okay

A crucial question going forward is what will trend employment growth be?

What We Learned From the December FOMC Minutes

The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.

Risk Assessment, ETNs, Inflation Thoughts, Trading Citigroup: Market Recon

What we have learned is that the holiday season outweighed the last weekly options expiration event of the decade for most investors/trader types. More of the same this week?

Data Points to Strong U.S. Economy, Further Quashing Recession Fears

Some signs show Japan and Europe are hitting bumps as the year winds down.

The Week Ahead: Sentiment, Philly Fed and 15 Key Earnings Reports to Watch

This week brings key results from Micron, Nike and FedEx, among others.

Sunday's Tariffs Deadline Looms Over China, But Markets Remain Sanguine

The United States will automatically raise trade duties on close to US$160 billion in Chinese goods on Sunday, unless it issues a formal reprieve. Could we be in for a nasty surprise?

FOMC Policy Statement, Big Oil, Trading Chevron and Exxon Mobil: Market Recon

The Fed is on pause as far as targeting short term rates goes, and that is how it should be at this time.

Market's Response to Jobs Report Doesn't Change Our Cautionary Outlook

The S&P 500 appears to be at fair value, which makes us wary of buying into a market when more insiders are selling.

Will the Industrial Slowdown Spread?

With a mini-recession in the sector, all eyes are on Friday's jobs numbers, and the big question now is whether this will play out like 2015 to 2016, or worse.

Is the Stock Market Telling Us Something About the Economy?

All things being equal, don't be surprised when you hear analysts and forecasters raising their GDP and earnings estimates for early 2020.

The Fed Today, What Could Go Wrong in December? Watching 4 Stocks: Market Recon

I do expect there to be some early to mid-December profit taking. But to get from here to year end without hitting some mid-month turbulence would be a pleasant surprise.

Does the Macro Matter for Equities? Salesforce Dreamforce Begins, Trading Apple

Tuesday's Dreamforce features a discussion between Salesforce's Marc Benioff and Apple's Tim Cook.

Jim Cramer: Retail Stocks Are Turning Everything Upside Down

What's really going on here? Does the move make any sense? Let's take them case by case.

Investors Are Stuck Between the Fed and the Data

The market is disconnected from reality. But for now, the U.S. Fed is in full easing mode and the liquidity boost should show up in the economic data over the next few months.

My Focus Is Protecting Profits Amid the Euphoria and Earnings Landmines

Even the bulls are anticipating some sort of rest or pullback at this point.

This Market Is In a Classic Case of Duration Mismatch

Investors are borrowing money more and more from the future to buy into risky assets today.

The Week Ahead: Earnings Season Is Far From Over

Disney, Qualcomm and Square are among 75 key reports we are watching.

Jim Cramer: Dismal Days in the Worthless Science

Throw away the economics textbooks, they are not working.

Strong Jobs Report Is Likely an Outlier, Not Sign of a New Trend

Be careful drawing too strong of a conclusion from these numbers.

Hong Kong Retailers Hammered by Recession

Hong Kong's economy was already suffering before this summer's demonstrations, but consumer businesses have been hit hard by five months of chaos.

It's All About Sector Rotation: Cyclicals vs. Defensives

The Federal Reserve was slightly hawkish overall at the October FOMC meeting, and there should be a dollar bullish bias.

Fed's Action, Consumer Remains Robust, Unimpressive Twilio: Market Recon

I do think that this Fed Chair has learned to be cautious, in reflection of the policy errors made in late 2018.

Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here

It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.

Sussing the Fed -- Plus Apple, Amgen and Other Earnings: Market Recon

Markets are watching what Fed Chair Powell will signal for future rate cuts during this afternoon's FOMC rate decision.

The Week Ahead: Fed Decision, October Jobs and 35 Big Earnings Reports to Watch

Rest up for a busy week that includes earnings from Apple, Facebook and Starbucks.

The Fed Is Running Scared

The U.S. Federal Reserve has u-turned too quickly and too aggressively this year, going from tightening to easing without allowing the market to react to "normalized" conditions.