Stocks and bonds sending mixed signals about economy
4 years, 7 months ago

Stocks and bonds sending mixed signals about economy

CNN  

New York CNN Business — The stock market has soared since mid-March. But hope springs eternal for stock market investors – in large part because the tech companies that dominate the S&P 500 are still thriving. Bond market expects lower rates for longer Dover adds that bonds are pricing in the potential “Japanification of the economy” – meaning that bond yields could remain low for an extremely long time because the Federal Reserve will probably keep interest rates near zero for the foreseeable future to support the economy. Bond investors are pricing in an infinite amount of quantitative easing from the Fed, Calhoun said, so bond yields will remain this low even if the stock market keeps rallying. “It’s hard to take too many signals from the bond markets because the Fed is buying so many bonds in order for their policies to work,” said Gibson Smith, founder and chief investment officer at Smith Capital Investors.

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History of this topic

Wall Street slumps as good news for the economy is once again bad for stocks
2 days, 8 hours ago

Wall Street slumps as good news for the economy is once again bad for stocks

LA Times  

Good news for the U.S. economy is back to being bad for Wall Street, and the stock market slumped Tuesday following better-than-expected reports on the job market and business activity. But such a solid economy could also keep up pressure on inflation, and it could make the Federal Reserve less likely to deliver the cuts to interest rates that Wall …

Stock market today: S&P 500 rallies to its first gain since Christmas
6 days, 4 hours ago

Stock market today: S&P 500 rallies to its first gain since Christmas

Associated Press  

NEW YORK — Wall Street snapped out of its holiday-season funk on Friday. The S&P 500 rallied 1.3% for its first gain since Christmas and its best day in nearly two months. On the losing end of Wall Street was U.S. Steel, which fell 6.5% after President Joe Biden blocked a nearly $15 billion deal proposed by Japan’s Nippon Steel …

Why the stock market poses a big risk for 2025
6 days, 8 hours ago

Why the stock market poses a big risk for 2025

CNN  

New York CNN — Millions of Americans have watched their net worth spike since the pandemic, powered by meteoric gains in the stock market. “I’m very concerned because the stock market is pricing in nothing but blue skies and sunshine forever,” Mark Zandi, chief economist at Moody’s Analytics, told CNN in a phone interview. Investors must think carefully about how …

Stock market today: Wall Street rallies ahead of Christmas
2 weeks, 2 days ago

Stock market today: Wall Street rallies ahead of Christmas

Associated Press  

Technology stocks led a broad rally on Wall Street Tuesday during a holiday-shortened trading session ahead of Christmas. Elsewhere in the market, U.S. Steel rose 1.9% a day after an influential government panel failed to reach consensus on the possible national security risks of the nearly $15 billion proposed sale to Nippon Steel of Japan. Tuesday’s U.S. market rally comes …

Wall Street parties like it’s 1998 as AI fuels gains unmatched since dot-com era
1 month ago

Wall Street parties like it’s 1998 as AI fuels gains unmatched since dot-com era

Associated Press  

NEW YORK — The S&P 500 is on track to close 2024 with a gain of nearly 27%, after setting 50 record highs this year. That’s on top of its 24.2% spurt the year before, a spectacular two-year run unmatched since the dot-com boom. But perhaps more importantly, it’s so far avoided a recession that many on Wall Street worried …

Stocks Versus Bonds Dilemma Hits EM Investors as Trump Returns
1 month, 1 week ago

Stocks Versus Bonds Dilemma Hits EM Investors as Trump Returns

Live Mint  

Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden. But if he’s using tariffs as a gambit to force negotiations over trade then that “would be more positive and likely support stocks to outperform dollar bonds,” he said. But in a sign …

Stock market today: Wall Street hits records despite tariff talk
1 month, 2 weeks ago

Stock market today: Wall Street hits records despite tariff talk

Associated Press  

NEW YORK — U.S. stocks rose to records Tuesday after Donald Trump’s latest talk about tariffs created only some ripples on Wall Street, even if they could roil the global economy were they to take effect. Stock markets abroad mostly fell after President-elect Trump said he plans to impose sweeping new tariffs on Mexico, Canada and China once he takes …

Stock market today: Dow hits another record as stocks rise
1 month, 2 weeks ago

Stock market today: Dow hits another record as stocks rise

Associated Press  

NEW YORK — U.S. stocks rose Monday, with those benefiting the most from lower interest rates and a stronger economy leading the way. Treasury yields also eased in the bond market amid what some analysts called a “Bessent bounce” after President-elect Donald Trump said he wants Scott Bessent, a hedge fund manager, to be his Treasury Secretary. Such an approach …

Stock market today: Wall Street rises following last week’s slide
1 month, 3 weeks ago

Stock market today: Wall Street rises following last week’s slide

Associated Press  

NEW YORK — Most U.S. stocks ticked higher Monday to recover some of their sharp slide from last week. Investors had sent the S&P 500 nearly 4% higher in the days immediately following Trump’s presidential win. Bank stocks, smaller companies and other areas of the market seen as the biggest winners from Trump’s preference for lower tax rates, higher tariffs …

S&P 500 Rally Hits a Wall as Treasury Yields Spike: Markets Wrap
1 month, 3 weeks ago

S&P 500 Rally Hits a Wall as Treasury Yields Spike: Markets Wrap

Live Mint  

-- A rally that drove stocks to a series of all-time highs ran out of steam, with Treasury yields soaring and the dollar hitting a two-year high ahead of key inflation data. To Will Compernolle at FHN Financial, a hot consumer price index and/or strong retail spending could push yields higher if a December rate cut “starts looking imprudent.” The …

The stock market is loving Trump’s return. The bond market has some concerns though
1 month, 4 weeks ago

The stock market is loving Trump’s return. The bond market has some concerns though

CNN  

CNN — Donald Trump is returning to the White House, and the stock market is loving it. And yet the bond market has some concerns that Trump’s tax cuts could add trillions to the national debt and his massive tariffs and other policies could stoke inflation. ‘The regime change’ For now, stock market investors don’t seem bothered by the jump …

Stock Rotation Lifts Small Caps to Three-Year High: Markets Wrap
1 month, 4 weeks ago

Stock Rotation Lifts Small Caps to Three-Year High: Markets Wrap

Live Mint  

Stocks rose for a fifth straight session, Bitcoin topped $84,000 and the dollar was on track for a one-year high, with investors continuing to bet those trades will benefit from President-elect Donald Trump’s agenda. “Aside from any potential profit-taking after such a strong surge, this week’s inflation data may determine whether the market pads its gains.” The S&P 500 was …

Stock market today: Wall Street rallies near its record heights as ‘time has come’ for cuts to rates
4 months, 2 weeks ago

Stock market today: Wall Street rallies near its record heights as ‘time has come’ for cuts to rates

Associated Press  

NEW YORK — U.S. stocks rallied close to their records Friday after the head of the Federal Reserve finally said out loud what Wall Street has been expecting for a while: Cuts to interest rates are coming soon to help the economy. The S&P 500 rose 1.1% after Fed Chair Jerome Powell said in a highly anticipated speech that the …

Stock market today: Wall Street coasts to the close of another winning week as Nvidia cools again
6 months, 2 weeks ago

Stock market today: Wall Street coasts to the close of another winning week as Nvidia cools again

Associated Press  

NEW YORK — U.S. stocks coasted to the close of their latest winning week on Friday, as Nvidia ’s stock continued to cool from its startling, supernova run. AP AUDIO: Stock market today: Wall Street drifts as Nvidia loses some more momentum AP correspondent Seth Sutel has the AP Markets in a Minute report for the final day of the …

Stock markets buckle from Paris to Mumbai under stress of election results: Will the US be next?
6 months, 2 weeks ago

Stock markets buckle from Paris to Mumbai under stress of election results: Will the US be next?

Associated Press  

NEW YORK — Elections have consequences for financial markets. “But when it comes to identifying those consequences for financial markets, it’s easy to mistake noise for signal.” Around the world, from Mexico to South Africa, surprising election results have rocked markets recently. The biggest aftershocks have shaken countries’ stock markets, but it’s in the traditionally sleepier bond market where the …

Stock market today: Asian shares mostly higher, though China benchmarks falter
8 months ago

Stock market today: Asian shares mostly higher, though China benchmarks falter

Associated Press  

Asian markets were mostly higher Tuesday after another day of gains on Wall Street, although Chinese shares faltered. AP AUDIO: Stock market today: Wall Street rises to add to last week’s gains Market momentum from last week continues Monday. It sunk for weeks on fears that stubbornly high inflation would prevent or at least delay the Federal Reserve from delivering …

As earnings season rolls into its heart, hopes rise for broader gains
8 months, 3 weeks ago

As earnings season rolls into its heart, hopes rise for broader gains

Associated Press  

NEW YORK — As the heart of earnings reporting season arrives on Wall Street, investors hope that many more voices will be joining the chorus of companies reporting stronger profits. Last year, Big Tech stocks were behind much of corporate America’s profit growth, and thus behind the majority of the gain for the S&P 500. But as defense contractors and …

Stock market today: Wall Street falls sharply to close out its worst week since October
8 months, 4 weeks ago

Stock market today: Wall Street falls sharply to close out its worst week since October

Associated Press  

NEW YORK — U.S. stocks tumbled Friday following a mixed start to earnings reporting season. The S&P 500 sank 1.5% to close out its worst week since October, when a huge rally on Wall Street began. The nation’s largest bank gave a forecast for a key source of income this year that fell below Wall Street’s estimate, calling for only …

US Market: Wall Street rises on strong GDP data, S&P 500 sets a new record
11 months, 2 weeks ago

US Market: Wall Street rises on strong GDP data, S&P 500 sets a new record

Live Mint  

US Market News: Thursday saw gains in most US stock as a result of the most recent indication that the economy is still far better than anticipated. With robust consumer spending driving faster-than-expected growth in the fourth quarter, the US economy defied grim forecasts of a recession following the Federal Reserve's aggressive hike in interest rates. The US Federal Reserve …

The S&P 500 surges to a record high as hopes about the economy — and Big Tech — grow
11 months, 3 weeks ago

The S&P 500 surges to a record high as hopes about the economy — and Big Tech — grow

NPR  

The S&P 500 surges to a record high as hopes about the economy — and Big Tech — grow Enlarge this image toggle caption Michael M. Santiago/Getty Images Michael M. Santiago/Getty Images The S&P 500 set a fresh record on Friday as shares of big tech companies rallied and as hopes about the economy continue to grow. The index, a …

Stock market today: Wall Street closes out its 7th straight winning week with a quiet finish
1 year ago

Stock market today: Wall Street closes out its 7th straight winning week with a quiet finish

Associated Press  

NEW YORK — Wall Street drifted through mixed trading on Friday to put a quiet end to another rocking week. But it’s still hanging within 1.6% of its all-time high set early last year, and it closed out a seventh straight winning week for its longest such streak in six years. Fed Chair Jerome Powell at a press conference on …

From New York to Tokyo, stock markets around the world have rallied in 2023
1 year ago

From New York to Tokyo, stock markets around the world have rallied in 2023

Associated Press  

NEW YORK — It’s been a great year for stock markets around the world. Even in Japan, which has been home to some of the world’s most disappointing stocks for decades, the market marched upward to touch its highest level since shortly after its bubble burst in 1989. This year’s big gains for global markets may carry a downside, though: …

Stock market today: Asian shares jump on Wall Street’s return to its highest level in over a year
1 year, 5 months ago

Stock market today: Asian shares jump on Wall Street’s return to its highest level in over a year

Associated Press  

TOKYO — Asian shares rose Thursday, boosted by Wall Street’s return to its highest level in more than a year after a report showed U.S. consumer inflation cooled a bit more than expected last month. The U.S. government’s latest update on inflation showed that consumers paid prices for gasoline, food and other items that were 3% higher overall in June …

Outlook for tech stocks darkens after rocky stretch
2 years, 3 months ago

Outlook for tech stocks darkens after rocky stretch

Live Mint  

A rally in technology shares helped the stock market snap a three-week losing streak. “It’s a volatile year—it’s never easy to sound the all clear from a short-term basis," said Giorgio Caputo, a senior fund manager at J O Hambro Capital Management Group. Even after the downturn this year, many analysts say tech stocks still appear richly valued. “If you …

EXPLAINED: Why is US Stock Market Back on the Roller Coaster?
2 years, 4 months ago

EXPLAINED: Why is US Stock Market Back on the Roller Coaster?

News 18  

And back down goes Wall Street. The recovery was so strong that some investors wondered if Wall Street’s “bear market” was coming to an end. Later in the week, several officials gave speeches that investors saw as pushback on Wall Street’s hopes for a less aggressive Fed, including by speakers who aren’t usually biased toward raising rates sharply to control …

Why the stock market is bloody, crypto’s getting massacred, and traders are screaming like they’re extras in Carrie.
2 years, 7 months ago

Why the stock market is bloody, crypto’s getting massacred, and traders are screaming like they’re extras in Carrie.

Slate  

Over the last few weeks, following the financial markets has felt a bit like watching the prom scene from Carrie—the party’s over, there’s blood all over the floor, and flames appear to be eating the building while the whole crowd runs screaming for the exits. Still, we’re in the midst a serious fall: Investors traditionally say it’s a “bear market” …

As stock prices peak, markets begin to fear looming threats
3 years, 5 months ago

As stock prices peak, markets begin to fear looming threats

Associated Press  

NEW YORK — With the U.S. economy humming, corporate profits flowing and stock prices peaking, investors on Wall Street are beginning to pose an anxious question: Is it all downhill from here? Still, some sharp moves underneath the stock market’s surface and across other markets show newfound hesitance and anxiety about the potential economic threats. If the bond market is …

A very happy anniversary for the stock market
3 years, 9 months ago

A very happy anniversary for the stock market

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Please enter a valid email address Please enter a valid email address SIGN UP I would like to be emailed about offers, events and updates from The Independent. Please try again later {{ …

Stock market news today: Dow and S&P 500 updates
3 years, 11 months ago

Stock market news today: Dow and S&P 500 updates

CNN  

2020 was a bombastic year for the stock market. Ray Dalio of Bridgewater Associates doesn’t think 2021 will be as buoyant for stocks as last year was, he said on a digital panel at the Future Investment Initiative conference in Saudi Arabia. BlackRock CEO and chairman Larry Fink agrees 2021 won’t be as opulent as last year, even as the …

Stock market shakes off a slump to reach more record highs
4 years ago

Stock market shakes off a slump to reach more record highs

Associated Press  

Wall Street notched more milestones Friday as the market largely shrugged off another discouraging jobs report amid expectations that the incoming Biden administration will pump more aid into the pandemic-ravaged economy. But Wall Street remains hopeful that Washington will come through with more badly needed support for American workers and businesses following President-elect Joe Biden’s inauguration. “The market continues to …

Bond traders’ hot tip for next year? Buy stocks
4 years ago

Bond traders’ hot tip for next year? Buy stocks

Live Mint  

There’s always been something of a rivalry between traders in stocks and bonds. “What we’re telling our investors is that central banks aren’t going to be raising interest rates, so there’s not going to be a lot of volatility in the front end,” Maroutsos said. You set yourself up for an OK return for the next 12 months, and if …

Bonds were a safety net when stocks fell, Investors fret they aren’t anymore
4 years, 3 months ago

Bonds were a safety net when stocks fell, Investors fret they aren’t anymore

Live Mint  

A reliable link between stocks and government bonds that defined a popular investment strategy for decades has broken this year. March’s falling bond values “added insult to injury instead of helping to balance a multiasset portfolio,” said Stéphane Monier, chief investment officer at Lombard Odier in Switzerland. While 10-year Treasury yields haven’t moved much up or down this summer, the …

A helping hand for U.S. big finance
4 years, 7 months ago

A helping hand for U.S. big finance

The Hindu  

While forecasters grapple with predictions on the likely contraction in the world’s leading economies, big finance, especially in the United States, seems to be prematurely preparing for its next celebration. But as the real economy contracted, finance too suffered a blow, with the S&P 500 for U.S. stocks falling by almost a third to 2,237 over the month ending March …

The $4 trillion force propelling US stocks to record highs
5 years, 1 month ago

The $4 trillion force propelling US stocks to record highs

CNN  

New York CNN Business — The Federal Reserve’s rescue of the overnight lending market appears to be having an unintended side effect: it’s juicing the stock market. Markets view any increase in the size of the Fed’s balance sheet as QE and the $250B increase in just two months is no doubt helping to lift stock prices.” Peter Boockvar, chief …

Yes, stocks are up again. No, recession worries aren’t gone
5 years, 3 months ago

Yes, stocks are up again. No, recession worries aren’t gone

Associated Press  

NEW YORK — The U.S. economy is sending some worrying signals about a possible recession, yet the stock market has gone on a what-me-worry ride toward record heights. If investors see that companies are still bringing in profits, and stocks don’t appear too expensive, they’ll risk an investment even if the economy hasn’t gotten an all-clear on the recession watch. …

The bond market flashed recession. So why is the stock market booming?
5 years, 9 months ago

The bond market flashed recession. So why is the stock market booming?

CNN  

New York CNN Business — A reliable recession predictor flashed in the US bond market last week: the most closely watched part of the Treasury yield curve inverted. Michael Darda, chief economist and market strategist at MKM Partners, said in a note this week that stock markets usually, but not always, peak after a yield curve inversion. Peter Boockvar, chief …

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