Investors Brace for Barrage of Covid Vaccine Data to Roil Market
Bloomberg · 5h ago
Sector PMIs Reveal Divergence In COVID-19 Recovery
Five of the eight broad PMI sectors showed signs of recovery from July.Technology and Consumer Services lag, while Telecommunications Services sees second downturn.Consumer Services, Telecommunications Services, Industrials and Financials likely to be hit hardest by further lockdowns.
Seekingalpha · 6h ago
Greenback Stabilizes
The dollar is consolidating yesterday's losses.Equities are lower, and benchmark yields are little changed.The S&P 500 is trading a little lower following yesterday's 0.2% decline.Gold rose almost 1% yesterday, the most in a couple of weeks, on the back of the weaker dollar.WTI for December delivery slumped 4% yesterday and slipped below the $40-mark and straddled today.
Seekingalpha · 6h ago
The Impact Of Today's Low-Interest Rate Environment On Investors
In response to the global COVID-19 recession, central banks across the world unleashed synchronized monetary stimulus to backstop the economy.With the lack of inflation pressure, and higher tolerance for inflation overshoots, central banks globally are likely to keep interest rates low for a long time.Today’s low-interest rate environment creates some challenges for investors looking for adequate returns through bonds, but great opportunities for borrowers and equity investors.
Seekingalpha · 7h ago
An End To The Idea Of Fiscal Austerity
The cry is almost unanimous around the world - governments, in this age of pandemic and economic recession, must open up the government spigots and stimulate their economies.The "shock" of the coronavirus pandemic, throwing economies into recession and creating financial distress, seems to be the culmination of sixty years of credit inflation.The next five years or so, will be a time of rebuilding, both the economy and the ideas about how the economy works, so that we may construct better policies.
Seekingalpha · 8h ago
Economic Growth Will Be Huge, But Stocks Will Drop
Economy does not influence stock prices.Sentiment, which fluctuates cyclically, drives stock price movement.The 10 cycles I’m following suggest the S&P 500 will start a down trend in a few days that lasts till mid-January.I will remain neutral on the stock market for a few more days and then likely become bearish.
Seekingalpha · 9h ago
The Market Is Pricing A Biden Win: Dillian
Investors whose sole focus is on returns fail because they don’t structure a portfolio that properly accounts for risk.Growth in America has been going down over time, due in part to both demographics and regulation; going forward, we’re unlikely to see GDP numbers above 3%.We can’t see what’s on the other side of the election, and two weeks from now things could be different, but right now, the market is pricing a Biden win.
Seekingalpha · 15h ago
Do U.S. Elections Matter For Equity Investors?
Investors are anxious as the US elections draw near.Political risk often makes headline news.Post-election implications are hard to predict.
Seekingalpha · 23h ago
Giant Fund at Heart of Oil Storm Sees Biggest Exodus Since 2016
Bloomberg · 1d ago
Herd Mentality
Easy money doesn't reliably support stocks when investors are inclined toward risk-aversion.Saying that the Fed has disabled previously reliable limits to speculation doesn't mean embracing risk regardless of observable market conditions.A material retreat in valuations coupled with an improvement in market internals would encourage a strongly favorable outlook.A good valuation measure is nothing but shorthand for a proper discounted cash flow analysis.
Seekingalpha · 1d ago
Stock Pickers Are Getting an Edge Over Passive by Short Selling
Bloomberg · 1d ago
Dollar Slumps As Yields Rise
The dollar is falling against most of the world's currencies today.Sterling and the Norwegian krone are leading the majors higher.The Chinese yuan extended its gains and is now at the best level since July 2018.In Asia, most of the large markets gained, but China, India, and a handful of smaller bourses were sold.Europe's Dow Jones Stoxx 600 is off for the third day and the sixth session in the past seven.
Seekingalpha · 1d ago
Chart Of The Week - S&P 500 P/E Ratio
Through one of the most volatile years on record, the S&P 500 has managed to record a total return of 9.4% year to date.With fears of a second COVID-19 wave and a contentious U.S. election ahead, uncertainty remains at record levels.According to Refinitiv Datastream, 67% of S&P 500 constituents are trading above their historical 10-year average forward P/E.
Seekingalpha · 1d ago
Housing Permits Rise To 13+ Year Highs In September, Starts Lag But Also Rise
Housing is a long leading indicator, forecasting the direction of the overall economy 1 year or more in advance.Single family housing permits are the least volatile of these most leading housing metrics.Both total and single family permits rose to their highest levels since the first half of 2007.Starts are more volatile and tend to slightly lag permits. While they did not make new highs, the trend is still quite positive.
Seekingalpha · 1d ago
It's Hold Your Nose And Stay Long In The Market Right Now: Thornton
Earnings beats have been stronger but stocks aren’t getting rewarded, which could be a sign that things are getting priced in and we should watch for a topping pattern.Q4 typically sees a rebound, but there could be a pullback first and the election could be a catalyst either to the upside or the downside.A Biden win could actually be positive for the energy sector as he’d likely impose new restrictions on drilling, which would limit the glut of supply and raise prices.
Seekingalpha · 1d ago
Market-Beating Robot Fund Manager Shies Away From Cyclical Bets
An AI fund which has almost doubled the performance of the S&P 500 Index this year isn’t buying into bets on a rebound in cyclical stocks.
Bloomberg · 1d ago
Virus Fears And The VIX At 30
A new third wave of coronavirus should cause pause for investors looking at taking on new equity positions.With the VIX still at 30, option traders are still pricing in near-term market turbulence for domestic equity markets.The CBOE S&P 500 Volatility Index is down 66.32% from its high earlier this year, even as virus hospitalization rates continue upward.Historical VIX data illustrates recent correlation confusion between equity markets and the fear gauge.
Seekingalpha · 1d ago
Stimulus Talks Cause Market Heartburn (Technically Speaking For 10/20)
Philadelphia Fed President Harker explains the Fed's new inflation policy.The Atlanta Fed notes that permanent employment is increasing.The market sold off in the afternoon due to more stimulus talk back and forth.
Seekingalpha · 1d ago
The Lifespan of 15 Millennials Is Now Meaningless to QQQ’s Fate
The longevity of one of the world’s largest exchange-traded funds no longer depends on a group of millennials.
Bloomberg · 2d ago
How To Play The Digestion Phase
The near-term action continues to be driven by the state of additional stimulus.Bigger picture, stocks appear to be consolidating/digesting the big summer run.What I'm watching for clues to the next move.
Seekingalpha · 2d ago
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