Inflation takes over as the next big target for markets after July’s monster jobs report

Inflation takes over as the next big target for markets after July’s monster jobs report

Investors are focused on inflation over the coming week, after July’s strong jobs report signaled that the Federal Reserve may need to take an even tougher stance with interest rate hikes. This could also be a week in which investors watch whether rising Treasury yields begin to slow the summer rally in the tech sector. … Read more

Morgan Stanley on market background and tech stocks, Nasdaq

Morgan Stanley on market background and tech stocks, Nasdaq

Stocks largely rallied in July, with the Nasdaq rebounding from previous declines. And Wall Street wonders if the markets have already bottomed out. Growth stocks such as technology have largely slumped this year due to monetary tightening, recession and other risks. And Morgan Stanley, in an Aug. 3 report, warned that while the Nasdaq has … Read more

Opinion: The S&P 500 is so close to breaking that crucial level and challenging the bear market trendline

Opinion: The S&P 500 is so close to breaking that crucial level and challenging the bear market trendline

The S&P 500 may be on the verge of securing two major bull SPXs, +0.01% milestones. First, the S&P has rallied from that mid-June low to major resistance at 4170. A two-day close above this level would be quite bullish and set the stage for a line challenge. downtrend defining this bear market as well … Read more

How to position yourself as the bull market beckons

How to position yourself as the bull market beckons

Asset manager Dan Veru thinks US equities could suffer a sustained decline, before embarking on a “powerful rally” by the end of the year. A broad rally in US equities in July had raised hopes of a sustained stock market rebound. Speaking on CNBC’s “Squawk Box Europe” ahead of the start of Monday’s US trading … Read more

JP Morgan quant who called stocks’ summer rebound says rally could continue even as corporate earnings decline

JP Morgan quant who called stocks’ summer rebound says rally could continue even as corporate earnings decline

Investors worried about the next pullback in equities might want to pause and consider this: the fall in stock valuations since the start of the year has already exceeded the average pullback of other recessionary periods since the early 1990s, according to JPMorgan Chase & Co.’ s regarding equity Marko Kolanovic. As more Wall Street … Read more

4 takeaways from Monday’s Investing Club ‘morning meeting’

4 takeaways from Monday’s Investing Club ‘morning meeting’

Each weekday, the CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” live stream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Now is not the time to be greedy Oil Slumps Quick Mentions: WMT, COST, DHR, CRM, LLY AMD Earnings This Week 1. Now is not the time to be … Read more

Big Tech earnings are poised to determine market direction

Big Tech earnings are poised to determine market direction

Just five companies control nearly a quarter of the S&P 500 index’s market capitalization, and they will all report earnings this week that could determine the direction of the market for weeks or months to come. As Big Tech — Google parent Alphabet Inc. GOOGL GOOG, Amazon.com Inc. AMZN, Apple Inc. AAPL, Parent company of … Read more

Markets face crucial summer week, with Fed, earnings and economic data

Markets face crucial summer week, with Fed, earnings and economic data

A trader works on the floor of the New York Stock Exchange (NYSE), June 27, 2022. Brendan McDermid | Reuters There is a dizzying amount of news for the markets in the coming week, the most important of which will be the Federal Reserve’s midweek meeting. The two largest U.S. companies — Microsoft and Apple … Read more

Has the bottom of the stock market been reached? What the pros are saying after the S&P 500 tests 4,000

Has the bottom of the stock market been reached?  What the pros are saying after the S&P 500 tests 4,000

Stock bulls poke their heads above the parapet, declaring 2022 sell-off lows as indices extend a rebound from their June lows, while skeptics still see little evidence of more than a bear market rebound. The S&P 500 SPX, -0.93% was down 1.2% near 3,950 in afternoon trading on Friday, but on track for a weekly … Read more

Investors are obsessed with the magnitude of the Fed’s next rate hike. Here’s what they’re missing.

Investors are obsessed with the magnitude of the Fed’s next rate hike.  Here’s what they’re missing.

Debate has simmered over whether Federal Reserve policymakers will raise the federal funds rate by three-quarters of a percentage point later this month, as they did in June, or step up their campaign to fights inflation with a full one-point hike—-something that hasn’t been seen in the past 40 years. Friday’s economic data, which included … Read more