US stockmarkets

Markets don’t think the Fed is sufficiently worried about the trade war

Markets took a tumble yesterday. Part of the reason is the escalating trade war. But mostly, says John Stepek, it’s down to the Fed, the US central bank. Here’s why.

The trade war between the US and China is all about tech

With the current focus on Huawei, it’s clear that the US China trade war isn’t about tariffs, it’s about technology. John Stepek explains how it affects investors.

Mind the US earnings GAAP

For US companies, the gap between Gaap and reported earnings per share reached $19 last year, making a big difference to the perception of company profits.

Trade wars are a stupid idea, but it seems we’re going to have one anyway

Global markets have reacted badly to the escalation of the US-China trade war. John Stepek looks at what’s going on and what it means for your money.

US profit margins are motoring

Profit margins are supposed to revert to the long-term average. In the US, however, they appear to be in a structural upswing.

Never mind tariffs – here’s a scary thing that happened to markets this week

While investors were worrying about trade disputes and tariff hikes this week, the US bond markets threw up a nasty surprise. John Stepek explains what’s going on, and why it matters.

Investors are still struggling to believe the Fed’s sunny outlook

The Federal Reserve kept interest rates on hold yesterday. That’s what markets were expecting – yet they had a little swoon anyway. John Stepek looks at what happened and what might be next

Global equities rally has room to run

The rally in global equities may have further to go as investors return to the market.

Investors shouldn’t worry too much about a recession – here’s why

Fears of a downturn are playing on the minds of plenty of investors right now, says John Stepek. But they are getting ahead of themselves.

Latest recession scare is a false alarm

Markets have been spooked by the inversion of the US bond yield curve, which often – but not always – heralds a recession.

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