Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.
Collateral damage from the trade war is clearly causing ripple effects across global markets.
Japan has followed through on its threat to remove South Korea from its 'white list' of most-favored trade nations. The fight looks set to worsen.
The only logical move at this point is to play stronger defensive.
Ultimately stocks are only going higher if the expansion does in fact keep going.
Market indices are close enough to their apex where profits can be taken and cash be raised intelligently.
With the current Fed it appears as if the economy might be a second factor in making decisions.
Most traders are impatiently waiting for the Federal Open Market Committee's decision at 2 pm ET.
Understand that the expected Fed rate cut today is not about recent economic performance in the least.
The real threat here would be if the Fed were fooled by domestic economic data that remains better than bad, from properly preparing for a very uncertain future.
Fed speakers are using this opportune time to posit their views.
Beware the old way of thinking about the Fed.
This is the kind of market that's worth running to when the stocks of good companies go down.
This appears to be one of the most spirited debates within the Fed in several years.
The battle lines are clear.
In addition to Fed Chair Jerome Powell's twin testimonies in Washington, the Fed will be out in force this week.
I am neutral on this market, and only a cool off of the hottest stocks can justify a further advance.
The Fed can't justify a rate cut soon on the strong jobs growth data. Expect bond selling and a follow-on hit to equities.
It is an odd dynamic right now with the Fed being more important than the actual economy.
It's time to move past the 'bad news is good news and vice versa' mentality.
If today's jobs news is weak again the likelihood of a July cut will be a near certainty.
Apple's push toward services is a valuation-driven necessity.
If you believe the following statements, this column clearly is not for you.
Is the expansion on borrowed time? Is this expansion elderly? Or is this expansion still youthful, as in terms of growth?
Market players know the negative arguments well, but the indices continue to hold up so they have little choice but to put cash to work rather than miss out.
Let's dissect what we are looking at, slow it down, take it apart, put it back together, and then kick it twice for good measure.
Hunt watches a set of somewhat obscure financial indicators that have strong correlation with the performance of global equity markets.
Poor economic news is not having any impact on this market right now due to confidence that a rate cut will be forthcoming from the Fed.
Defensive names with inelastic demand are in a good place right now.
Key to a China trade deal will be that both sides come away from the G-20 meeting with the feeling that progress has been made, and that the schedule of tariffs has not been expanded.