Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.
The market has bounced miraculously off the 2900 level in the S&P 500, with the technology sector once again leading the way. But where it goes from here is unclear.
Own, but don't buy yet, Dollar Tree and Darden Restaurants.
Collateral damage from the trade war is clearly causing ripple effects across global markets.
Here is what is really happening with the China trade war, and how to think about your portfolio as it continues.
Because of our strong economy with virtually no inflation, we have the upper hand in the Chinese talks and, I believe, we could get a deal if we thought the Chinese were going to change their ways, not just their buying patterns.
Markets sold off on the back of the 'currency manipulator' designation, but have reversed sharply. The question is whether that reversal will hold.
A general strike on Monday in Hong Kong finally has hit its stock market, while the yuan has fallen past 7.0 to the U.S. dollar thanks to trade woes.
This action is macro-driven and is not favorable to stock pickers right now.
These stocks and sectors are safe havens, and may even be opportunities.