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Living in the Now, with John Doe
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These stocks are lagging the S&P 500’s record rally. Is it a red flag for markets?
The underperformance of small caps and discretionary stocks is not a reason for investors to reduce exposure in U.S. equities, says SentimenTrader.
Housing market is sending a stark warning to the U.S. economy, Moody’s economist says
Is the housing market on the verge of a meltdown? One economist seems to think so — and he blames 7% mortgage rates.
Why value stocks will beat growth stocks if inflation gets worse
The value premium is highly correlated with inflation.
As Kraft Heinz reportedly weighs split, analysts say more food companies need to break up
TD Cowen analysts say food-industry megamergers haven’t worked.
Fed defends costly renovation project amid White House criticism that it was mismanaged
Investors don’t seem to give much credence to claims that cost overruns will give President Trump justification to oust Fed Chair Powell.
Why U.S. stocks and bonds have ‘healthy’ returns this year despite Trump’s tariff threats
U.S. markets have seemed to “keep calm and carry on” this year to date — despite dramatic policy changes that may have delayed impacts on the economy, according to David Kelly, chief global strategist at J.P. Morgan Asset Management.
Western brands still carry cachet in China’s lower-tier cities. So that’s where they’re going now.
As megacities slow, multinationals from Starbucks to Skechers are chasing growth in China’s inland cities, where brand loyalty is strong and competition is thinner
‘Superman’ sees strong opening, helping power a box-office turnaround for Warner Bros. studio
Warner Bros.’s stock rallied toward a seven-month high after “Superman” extended the movie studio’s streak of megahits.
Even with Apple’s stock slump, Tim Cook is the right leader for the AI era
A rising Wall Street chorus believes Apple needs new leadership. Why that’s tone deaf.
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