US stockmarkets

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.

Short the S&P 500 – again

Belief in the bull is overdone: investors should prepare for the coming correction, says Matthew Partridge.

Goldilocks will be bucked from the bull

Conditions have been just right for stock markets for a while. Andrew Van Sickle explains why it won’t last.

Don’t be fooled by the weak US wages data – inflation is still on the cards

The US economy is creating plenty of jobs, but wages are lagging. That should be good for markets. But investors shouldn’t get too excited, says John Stepek. Here’s why.

The balance between value and growth

Investors need to go a long way to find sensibly priced stocks today, but Japan and the US still offer pockets of value, Simon Edelsten tells Merryn Somerset Webb.

Trump’s tariffs are yet another sign that inflation is coming back

Donald Trump’s new tariffs on US steel and aluminium imports will have a serious effect on American business. John Stepek explains what that means for inflation, and for your money.

Inflation or no inflation, US stocks will falter

A combination of combination of slowing profits and rising interest rates is bad news for US stocks.

Will the new Fed chairman’s bark be worse than his bite?

Jerome Powell is talking a tough game with the markets. But, says John Stepek, it won’t be too long before we find out just how hard-nosed he really is.

The charts that matter: it’s all about inflation now

Prices are rising in the US, and so far markets have taken it all in their stride, says John Stepek. The assumption is that the Fed won’t be making any sudden moves.

Time to short American stocks

Stock markets in the US have enjoyed a long bull run. But as Matthew Partridge explains, it’s time to take the other side of the bet.

Inflation is picking up in the US – and there’s more to come

At first, stocks reacted entirely predictably to the higher-than-expected inflation data from the US, says John Stepek. And then, something else happened.

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Dow Jones Industrial Average