Investment strategy

The transitory discourse on inflation is back.  But economists say higher prices are here to stay

The transitory discourse on inflation is back. But economists say higher prices are here to stay

Fruit and vegetable prices are displayed at a store in Brooklyn, New York, March 29, 2022. andrew kelly | Reuters Global markets have been encouraged in recent weeks by data indicating that inflation may have peaked, but economists are warning of a return to the “transitional” inflation narrative. Stocks rebounded when the U.S. Consumer Price …

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Weakness in Apple shares could be a warning to broader market, chart techs say

Weakness in Apple shares could be a warning to broader market, chart techs say

Apple shares have been a safe haven for most of the year in a sea of ​​stalled tech names, but its chart is now signaling weakness that could have implications for the wider market. The company’s exposure to China has become the Achilles heel of a stock that has held up as other big names, …

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Protests in China drag global stocks down as strategists see Covid disruption linger

Protests in China drag global stocks down as strategists see Covid disruption linger

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, U.S., Wednesday, November 9, 2022. Michael Nagle | Bloomberg | Getty Images Global stocks fell on Monday after rare protests erupted across China over the weekend amid growing unrest over the country’s zero-Covid policy. An apparent easing earlier this month …

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A technological rebound may be necessary for a full market recovery.  These are the stocks that could lead

A technological rebound may be necessary for a full market recovery. These are the stocks that could lead

The key to a sustained market recovery may lie in one of the weakest sectors this year: technology. As of Friday’s close, the Nasdaq Composite was 30% off its closing high of 16,057.44 on Nov. 19, 2021. It has sold off sharply since then as tech stocks have fallen amid runaway inflation and higher Federal …

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November jobs report and the Fed matter most to markets in the week ahead

November jobs report and the Fed matter most to markets in the week ahead

The November jobs report is the big event for markets in the coming week, and it could provide important information on the trajectory of Federal Reserve interest rate hikes. Stocks were higher in the shortened holiday week, with the S&P 500 rising as Treasury yields slipped and the dollar weakened. The post-Thanksgiving week will be …

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A December rally could be coming, but the first half of 2023 could be difficult for equities

A December rally could be coming, but the first half of 2023 could be difficult for equities

Stock market strategists say there’s a good chance for a Santa Claus rally next month, but the market may not hand out many goodies to investors in the first part of next year. Some strategists see a bottom for equities in the first part of 2023, but others say key indices could avoid falling to …

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European markets rise as investors follow data, Fed minutes;  Credit Suisse down 4%

European markets rise as investors follow data, Fed minutes; Credit Suisse down 4%

Stocks in motion: Nemetschek up 7%, Endesa down 6% Shares of Nemetschek climbed 7.5% in the early afternoon after the German software company launched a new cloud-based service on Tuesday. At the bottom of the index, Spanish power utility Endesa fell more than 6% after new 2023-24 targets failed to excite analysts. EBRD: real risk …

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5 things to know before the stock market opens on Tuesday

5 things to know before the stock market opens on Tuesday

Trading on the NYSE floor Source: NYSE Here are the most important information investors need to start their trading day: 1. For the birds There are still two trading days until Thanksgiving, but things are already slowing down on Wall Street. Shares fell in a low-volume session on Monday as investors assessed new Covid developments …

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5 things to know before the stock market opens on Tuesday

5 things to know before the stock market opens on Tuesday

Trading on the NYSE floor Source: NYSE Here are the most important information investors need to start their trading day: 1. For the birds There are still two trading days until Thanksgiving, but things are already slowing down on Wall Street. Shares fell in a low-volume session on Monday as investors assessed new Covid developments …

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US curbs on powerful chip exports to China hurt now, but should prove bullish in the long run

US curbs on powerful chip exports to China hurt now, but should prove bullish in the long run

It’s understandable why the United States felt the need to act quickly to keep powerful semiconductors out of the hands of the Chinese government. It’s best to move from a position of strength before it’s too late. However, as chip stock shareholders, it still hurts. As you may recall, Club holding Nvidia (NVDA) was particularly …

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