Articles

The Tell: Equity strategist who called stock rally in first half says S&P 500 won’t resume climb until spring 2024

Stocks could be treading water through the end of 2023, unlikely to extend the previous momentum until at least April 2024. 

The Tell: Bond ETFs see ‘crescendo’ of investor demand after yield surge in volatile fixed-income market, says Invesco’s Paglia

Heightened bond-market volatility has sped up a “crescendo” in demand from big investors for fixed-income exchange-traded funds, says Invesco’s Anna Paglia.

The Tell: The 10-year Treasury yield briefly pierced 5%. Here’s what could drive it higher.

Lisa Shalett, chief investment officer for Morgan Stanley Wealth Management, said it may be time to consider whether a higher risk premium may be required.

Bond Report: 10-year Treasury yield ends at one-week low after briefly surpassing 5%

The 10-year Treasury yield ends below 4.9% as traders weigh the war in the Middle East and questions about the continued strength of the U.S. economy.

: McDonald’s and Chipotle set to continue dominance amid consumer-spending worries, research shows

McDonald’s and Chipotle are outperforming the broader dining sector, according to foot-traffic data from Placer.ai.

Outside the Box: Big tech is battling to put AI on your PC, laptop and smartphone

Expect Intel, AMD, Qualcomm and Nvidia to announce their plans for AI processing on personal technology devices.

The Tell: These stocks can boost your defensive positioning in a jittery market, says Nuveen

Investors might consider these defensive plays as fears of higher-for-longer interest rates, geopolitical hostilities and other uncertainties rattle markets.

Earnings Outlook: GM earnings: What to expect from carmaker facing UAW strike

General Motors Co. is to report third-quarter earnings before the bell on Tuesday. Here's what to expect.

Futures Movers: Brent oil ends below $90 a barrel as traders monitor efforts to contain Israel-Hamas war

Oil futures lose ground to kick off the week.

Earnings Outlook: 3M earnings: What to expect

3M is scheduled to report third-quarter results before Tuesday's opening bell. Here's what Wall Street expects.

: UAW strike expands to Stellantis Ram truck factory

The United Auto Workers called workers to strike at a Ram 1500 pickup-truck factory that the union called the "largest and biggest moneymaker" for Stellantis.

In One Chart: The stock market may be ignoring this ‘bad news’ as earnings get under way

Investors are hoping earnings growth will turn slightly positive in the third quarter, but BlackRock isn't optimistic.
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