Sectors
Read our take on the stock market through a sector lens.
Q2 Bank Earnings Preview: A Dimmer Light?
After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.
Easy Money? Rate Cuts May Not Ease Borrowing Costs
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
"Yen-Carry" Anniversary Nears, but Worries Fade
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Nvidia on Deck with Tariffs, Blackwell Sales Eyed
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
Q1 Retail Earnings in Uncertain Year
While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.
Q1 Tech Earnings Preview: Tariffs Chip Confidence
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
Before the Rate Cut, Our View of the Markets
Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
What Past Fed Rate Cycles Can Tell Us
Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.
The Potential Winners and Losers of Higher Interest Rates
A look at who benefits and who suffers when the Federal Reserve raises interest rates.