What a Government Shutdown Could Mean for the Stock Market
In some ways, a government shutdown might actually automatically put the Fed on a 'structural pause.'
Downside Concern Shifts From One Major Index ETF to Another
As the iShares Russell 2000 ETF almost returns to where it started the year, our attention turns to the Invesco QQQ Trust.
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.
FSI Weekly Roadmap: Tough September Start, but Broader Outlook Is Constructive
Potentially positive catalysts are expected next week, notably the latest CPI numbers. Plus our latest view on Apple.
FS Insight Weekly Roadmap: What's Next for the Market After Jackson Hole?
Stocks end three-week losing streak despite challenges from surging yields, seasonality.
Thai Stocks Cheer New Leader, Thaksin's Return
The successor to Thaksin Shinawatra's party has struck a deal with the military that sees the former head of the developer Sansiri installed as prime minister.
Ugly Data, Waiting on Nvidia, Labor Market, Defense Stocks, Nike Stumbles
Trading activity slowed a bit up and down Wall Street as equities closed out Tuesday mixed to lower for the day ahead of NVDA earnings.
FS Insight Weekly Roadmap: Positive Catalysts Seen Despite Tough Start to August
Market views from the FS Insight team, including Tom Lee, Mark Newton, Sean Farrell and L. Thomas Block.
What Exactly Is Saudi Arabia Doing Extending Oil Production Cuts?
Perhaps they should remember a famous Wall Street adage.
In This High-Stakes Game of U.S. Debt, Do Earnings Really Matter?
To assume that one of the fastest rate-rising campaigns in history will achieve only a soft or smooth landing defies anything we have seen in the past.
US Debt Downgrade, Yellen, Market Impact, Ugly Manufacturing PMI, Fed Speak
Treasury Secretary Janet Yellen may want to just pipe down and be glad it was only Fitch.
FS Insight Weekly Roadmap
Markets climb after FOMC week and strong economic data.
Doug Kass: Will the Fed Raise the Inflation Target to 3%?
There is no denying the linkage between loose monetary policy and the fiscal side of the house.
China Changes Central Bank Chief and Replaces Missing Foreign Minister
After Qin Gang vanished from the public eye for an entire month, he suddenly has been replaced as foreign minister by his predecessor, leaving more questions than answers.
Oil Analysts Need to Get With the Times
The oil market is very different today than what it was prior to 2012.
FS Insight Weekly Roadmap: Tanking Inflation Drives Markets Higher
Here's your Weekly Roadmap.
Southeast Asia Risks 'Cold War in Hot Places' Amid Tension Between East and West
Both the United States and China are delivering their visions of the world to a forum of Southeast Asian nations.
Thailand Still Lacks a Leader Two Months After Pro-Democracy Vote
Thursday's deadline to elect a new Thai prime minister may slide as an investigation into the leader of the most-popular party continues.
Slightly Less Magnificent 7, Nasdaq 100 Rebalance, Trading Nvidia, NATO Expands
Nasdaq rules state that if all stocks weighing 4.5% or more individually upon the index exceed in aggregate, more than 48% upon the index, then the index must rebalance.
China, AI and Earnings: What Investors Need to Know Right Now
The battle for rare earth and critical minerals is alive and well and is spreading into a 'chip war.'
Ant Group Fine Signals End to Beijing's Campaign Against Big Tech
Alibaba shares bounced as regulators indicate they have completed their 'rectification' of the tech sector.
FS Insight Weekly Roadmap: Why We See 10% Upside From Here
Here are our views.
Yellen Talks Tough in Beijing
Hitting out at "unfair economic practices," U.S. Treasury Secretary Yellen pushes China to work on market reforms.
Aside From the Intrigue in Russia, It's All About the Economy
From China to Europe to even the U.S., the latest economic data seem to be tilting to the weaker side.
FS Insight Weekly Roadmap
Stocks take breather as Bitcoin hits 2023 highs.
SoFi Looks So Fine as Stock Continues Its Swift Recovery Rally
Investors have rediscovered these shares.
FS Insight Weekly Roadmap
Stocks Officially Enter New Bull Market
Hong Kong Leader Unable to Say If It's Legal to Remember Tiananmen Massacre
Investor uncertainty is mounting in China as 'red lines' shift on Communist Party sand.
Done Debt Deal, Fed Heads Tone It Down, AI Gold Mine, Wary Eye on Apple
Plus, a couple major stock indexes appear to be in better technical shape.
Debt Deal Done, Fed Set to Skip, How I'm Playing CrowdStrike After Its Beatdown
There are two areas I would allow for absurd valuations right now: Anyone who sells what buyers need to integrate AI into their own offerings and those engaged in cybersecurity.