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.
America’s Russell 2000 small-cap stock index has gained 6% since 1 January, while the S&P 500 index of blue-chips is barely in the black.
US earnings have had their best quarter since 2010, when they were bouncing back from the financial crisis.
Will America’s west coast or China’s east win the battle for tech firm supremacy? It’s still all to play for, says Matthew Lynn.
After a week of unexpectedly strong earnings reports, the FANG tech stocks (Facebook, Amazon, Netflix and Google) have bounced back.
All the indicators point to a looming 30% fall in the S&P 500 and the Dow Jones Industrial Average, says investor Mark Mobius, founder of Mobius Capital Partners.
As inflation rears its ugly head again, John Stepek looks at what the charts can tell us about the way the global economy could be heading.
Investors have become a bit more upbeat on the trade outlook, and are looking forward to a “monster” US earnings season.
The first few months of this year have been a disappointment for markets, says Andrew Van Sickle. Investors can expect more of the same.
Donald Trump’s determination to start a trade war has seen markets sell off. But Trump is a sideshow, says John Stepek. There are more fundamental reasons for markets to fall.
Merryn Somerset Webb may not be wildly bullish about equity markets, but here she channels her inner Tigger to find reasons to be positive.