Markets
FS Insight Weekly Roadmap: Market Response to Hawkish Fed Is an Overreaction
Here's why we believe 'higher for longer DUE to higher GDP' has a more dovish tone, and remain constructive for the rest of the year.
Stocks May Bounce, but This Is Far From an 'All Clear' Signal
We suspect any bounce would likely be one within an ongoing correction.
Tom Lee: 3 Reasons the Post-Fed Market Decline Is an Overreaction
We view the magnitude of the equity drop and commensurate surge in yields disproportionate to the FOMC rate decision and press conference.
A Difficult Market Is Complicated by Unusual Strength in Just 7 Stocks
Will this corrective action continue, or will the indexes be saved once again by the 'Magnificent Seven'?
Doug Kass: Risk Happens Fast. This Is All About to Get Real
Caution and stock market congestion may lie ahead as interest rates stay higher for longer, while the stock market decline has now assumed a global character. Plus, more lessons from Howard Marks.
Whoa, We're (Only) Half Way There: Why the Correction May Have a Long Way to Go
Four key indexes shifted their trends from neutral to bearish Wednesday.
Powell's Terrible Swift Sword, Fed Fallout, What Scared Investors, Key Takeaways
The Fed Chair did not sound as sure of himself or the committee as has in the past. He seemed as uncertain about the future of the economy as are the rest of us, which is a negative.
The Housing Market Is Turning in an Ugly Direction
2024 could be a brutal for the real estate sector.
Charts: Here's Where the Market Stands Heading Into the Fed
Let's take a close look at the major stock indexes and indicators
Tom Lee: Here's Why We See a Favorable Setup Into Wednesday's Fed Decision
Markets are apprehensive into the September FOMC. But we think the risk/reward is actually somewhat positive into this meeting. Stay with Technology, Energy and Industrials.
Judgment (Fed) Day, What to Expect, Hawking Their Message, S&P 'Loses Contact'
The FOMC likely wants everyone to see this meeting as more of a 'skip' and less of a 'pause.'
Waiting on the Fed, Homebuilder Confidence Sags, Instacart IPO, Shutdown Risk
If you think we have no idea concerning economic growth, just get a load of these professional economists -- all working at regional district branches of our nation's central bank.
If History Is Any Indication, Beware the Next 2 Weeks
We have reached the point in the calendar where seasonal trends are bearish.
4 Large-Cap Indexes Break Support: What Investors Should Know
We continue to honor sell signals.
Fed and Negative Seasonality Present Major Challenges for the Market
Conditions are ripe for some difficult trading action this week.
Weakest Week of the Year, Where Markets Stand, Whole Bunch of Ugly, Fed Meeting
The week following the September 'triple-witching' expirations event, which was this past Friday, is often the worst week for U.S. market performance for the entire year.
With So Much to Be Scared About, Why Isn't Everyone Scared?
The week after options expiration (this week) is a notorious one for the market. And that's just the half of it. Plus, what GM and UPS stock can tell us about strikes and stocks.
FS Insight Weekly Roadmap: Stock Markets Churn Ahead of FOMC Week
We see multiple reasons to expect improved market performance going into the second half of September.
Doug Kass: Something's Happening Here... What It Is Ain't Exactly Clear
The song 'For What It's Worth' has relevance to the current conflict between bulls and bears.
Nvidia Looks Like It's Not Living Up to All the Hype and Expectations
Downside risk has increased.
This Market Is Not Out of the Woods
The current market correction/consolidation phase continues.
Tom Lee: ECB Risk Rally a Prelude of Reaction When Fed Reaches Same Point
When incoming data convince the Fed to no longer see the need for further hikes, we expect multiple markets to reprice. We're removing our tactical OW of regional banks.
This Biotech Stock Pick Is Just Starting to Make Beautiful Music
Things have started to turn up for this midcap name. Look for these shares to end the year on an up note.
Fed's Message, Markets, Retail Sales, Triple Witching Friday
The FOMC will have to altar market expectations for the November 1st decision in order to restore flexibility/optionality in decision making.
The Goldilocks Economic Narrative Returns, But the Bears Aren't Going to Give Up
The battle continues, and the best way to navigate it is to stay focused on price action.
Will Occidental Petroleum Finally Make an Upside Breakout?
Let's see how convincing the charts look.
Amazon's Advance Is Slowing and Gravity Could Soon Take Control of Prices
The trading volume has been shrinking since early May, suggesting that investor interest is diminishing.
If the UAW Strikes the Big 3 at Midnight, Here's How to Trade It
I do think that once a strike is called that these stocks will likely suffer a negative market reaction.
2 Indexes Violate Support and an Indicator Turns Bearish
Here's what's changing in the market and what to make of it.
Uncomfortable CPI, Inflation Bogeymen, Arm IPO, Trading Apple and Berkshire
As Apple tries to find a bottom, Buffett's Berkshire Hathaway, a major shareholder, traded at record highs both on Tuesday and Wednesday.