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Market Call: What Should We Root For?
Both the bond and stock markets didn't do much on Friday following the release of December's…
Stock Market
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
148 posts
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Is Everybody (Too) Happy?
Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
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Stock & Bond Prices Flying With The Fed's Doves
Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish.…
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S&P 500 Earnings Climbing Higher
S&P 500 earnings per share are heading up according to industry analysts. We agree. There was lots of…
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Halloween Is Over. Is Santa Here Already?
It's possible that the S&P 500 bottomed today. Bond King Jeffrey Gundlach appeared on CNBC following…
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Uncle Sam Downgrade Raises Caution Flag
In yesterday's QT, we noted that the 10-year Treasury bond yield was back just over 4.00% and…
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The Bull Deserves A Rest
The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its…
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Market Call: Getting Too Hot? Also: Our New S&P 500 Target.
The S&P 500 is hot. The Nasdaq is even hotter. The mounting concern is that both might be…
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Hot Job Reports Hit Stocks & Bonds Like A Bucket Of Cold Water
The job market is still hot despite the 500bps increase in the federal funds rate since March of last year.…
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Market Call: Melting Up?
Growing confidence in the resilience of the economy has been one of the main reasons why the stock market has…
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Too Many Smiley-Face Balloons?
We asked Joe Feshbach for an update on his view of the market from a trader’s perspective: “Breadth has…
