Strategist: A CPI surprise to upside could result in ‘sloppy unwind’
Tag: Strategist
Investors are getting good at expecting the worst. Here’s what the smart worriers should be doing now, says this strategist.
Investors are waking up to political uncertainty (again) as Democrats put up a better-than-expected midterm fight, casting doubt on a Republican “wave.” A market-preferred split government remains a solid possibility Read more
This reliable indicator of recession has yet to buckle, and so the Fed won’t either, strategist says
As the Fed kicks off its two-day interest-rate setting meeting, the focus is on whether Jerome Powell & Co. stick to their hawkish tone or indicate the pace of rate Read more
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
We’re almost through one of the most feared months of trading, which as it turns out, is set to deliver the best return for the Dow industrials since 1976, and Read more
‘From Bambi to Godzilla.’ Strategist David Rosenberg skewers the Federal Reserve as he sees a 30% hit to home prices and the S&P 500 returning to an early 2020 low
The last time David Rosenberg shared his outlook for the U.S. stock market and the economy with MarketWatch, in late May, it was depressing enough. Rosenberg is the widely followed Read more
What’s needed for stocks to rally is capitulation, but that could come from unexpected sources, strategist says
It’s the end of what felt like another very choppy week in stocks. And yet the S&P 500 SPX is in line to start the final session only about 1% Read more
Here’s the history of countertrend rallies — and why one strategist expects more false starts
It’s been a nice few days for the stock market, with the S&P 500 SPX, -0.60% rising three of the last four sessions, including 4% over just the last two Read more
British bond market turmoil is sign of sickness growing in markets, says leading strategist
The stresses building in the U.K. bond market are a sign of growing problems more broadly in financial markets, according to a leading strategist. Nomura’s Charlie McElligott says as leading Read more
He nailed three big S&P 500 moves this year. Here’s where this strategist sees stocks headed next, with beaten down names to buy.
A Wall Street hat trick may not be on the cards, with stock futures in the red ahead of an OPEC meeting and more data. A two-day rally was never Read more
Why investors shouldn’t expect a break from the stock-market whiplash, says this strategist
U.S. stocks kicked off the fourth quarter with strong back-to-back gains on Tuesday, with the S&P 500 jumping more than 5.7% off its 2022 low, helping investors claw back some Read more