The end of a pandemic earnings boom looms as holiday expectations disappoint

The seemingly sustained large corporate earnings growth during the COVID-19 pandemic appears to be coming to an end this holiday season, as the post-lockdown rebound belies price hikes, recession fears and tough year-over-year comparisons. S&P 500 SPX Index, + 1.36% It is now expected to post a year-over-year profit decline in the fourth quarter, after … Read more

What Fed Chair Powell Can Say To Keep Stocks Rising – Or Eliminate It

Whatever Federal Reserve Chair Jerome Powell says when he takes to the podium on Wednesday, it will likely have repercussions for financial markets. But what do stock investors need to hear from the Fed chief to keep the rally going? Market strategists who spoke with MarketWatch had some ideas. More importantly, anything Powell says to … Read more

AMD lowered the earnings bar, but there is still intrigue in one result

Advanced Micro Devices Inc. It has already lowered expectations about its financial performance with a caveat, but there is still some intrigue about the chipmaker’s earnings report. AMD AMD, + 5.82% It is due to report third-quarter earnings after markets close Tuesday, and analysts will closely monitor the company’s data center business for signs of … Read more

Here’s why gold has been a disaster this year despite geopolitical instability and stock market volatility

Gold has been a store of wealth for thousands of years, and more recently the price of gold has tended to move inversely with stocks and the dollar, providing investors with some diversification in their portfolios. However, this year gold has so far failed to act as a buffer for investors against volatility in financial … Read more

This is not a QE or QT. This is not any of those. Why is the US Treasury exploring debt buybacks

The US Treasury said Friday it plans to start talking to primary dealers in late October about the possibility that it could begin buying back some of its old debt to help avoid disrupting market functions. The plan, if adopted, would mark a milestone in the roughly $22.6 trillion US government bond market, the world’s … Read more

Morgan Stanley says investors should consider this port in the market storm right now

It appears that the massive selloff in the British pound, which is credited with exacerbating the global rout of markets last week, will continue to wreak havoc on Monday. Old Blighty’s economic woes add to the list of growing concerns in the markets, which is driving more investors into the dollar and out of riskier … Read more

Can the Fed Tame Inflation Without Further Crushing The Stock Market? What’s next for investors?

The Federal Reserve isn’t trying to criticize the stock market for quickly raising interest rates in an attempt to slow still-hot inflation — but investors need to be prepared for more pain and volatility because policymakers won’t be scared, investors and strategists said of a deep selloff. “I don’t think they’re necessarily trying to drive … Read more

The next financial crisis may already be ripe, but not as many expect

A growing number of traders, academics and bond market experts are concerned that the $24 trillion US Treasury debt market may be headed for a crisis as the Federal Reserve begins its “quantitative tightening” at full speed this month. With the Fed doubling the pace that its bond holdings will “roll” its balance sheet in … Read more