Stock markets
Inflation and an aggressive Fed could mean investors should rethink the traditional 60/40 portfolio
Investors in this allocation could find themselves suffering declines in both the equities and fixed income sides of their portfolios. Source
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China’s lockdowns are a greater threat to inflation today than in 2020, Bernstein says
China’s automobile and component exports more than doubled in 2021 from a year ago, exceeding 30% growth in China’s exports overall, Bernstein analysts found. Yi Fan | Visual China Group | Getty Images BEIJING — China’s latest Covid lockdowns are a greater risk for global inflation today than they were in 2020, Bernstein analysts said. […]
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Jim Cramer says investors should have these 5 industrial stocks on their wish lists
CNBC’s Jim Cramer on Thursday offered a list of five industrial stocks investors should consider adding to their portfolios. “After years where the market chased growth at all costs, we’re now in a post-momentum, pivot environment where Wall Street wants solid companies with easily justifiable valuations,” the “Mad Money” host said. Cramer named five industrial […]
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Cramer’s lightning round: Virgin Galactic is like a lottery ticket
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed. Source
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Cramer’s week ahead: Keep an eye on bonds and Ukraine as earnings season picks up
CNBC’s Jim Cramer on Thursday previewed next week’s slate of earnings and what investors should have on their radar to prepare for the tumultuous market ahead. The “Mad Money” host said that bonds, Russia’s invasion of Ukraine and Covid lockdowns in China are “the stories that do matter with treasurys running roughshod over everything once […]
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Jim Cramer says falling used car prices suggests inflation could be easing
CNBC’s Jim Cramer on Thursday said that while headwinds facing the used car market make it un-investable, its declining performance is also an indicator that inflation might be cooling. “When everybody was freaking out about the 8.5% consumer price index number – that is a hot number – you might’ve noticed that used car and […]
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Stocks could stay choppy as fears about the Fed overshadow earnings news
Traders on the floor of the NYSE, March 29, 2022. Source: NYSE Earnings season is here, and it may distract investors from other issues, but it’s not likely to be the big driver of the overall market in the week ahead. Investors instead will keep an eye on the things that have been worrying the […]
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Stocks making the biggest moves midday: Twitter, Tesla, Goldman Sachs, IBM and more
Twitter Kacper Pempel | Reuters Check out the companies making headlines in midday trading. Twitter — Twitter shares ticked 1.4% higher after surging earlier on news that Elon Musk offered $54.20 a share to buy the social media company and take it private. Earlier this month, the Tesla CEO disclosed a 9.2% stake in Twitter. […]
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Sell Twitter stock on this ‘full blown Elon circus,’ Stifel says
Stifel analyst Mark Kelley downgraded Twitter’s stock to a sell from a hold rating in the wake of Elon Musk’s offer to buy the company. Source
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Bet on Latin America as the No. 1 beneficiary of the new energy world order, says Bank of America
Latin American stocks could rally, as the region is a “primary beneficiary of the New Energy World Order” created by the Ukraine war, Bank of America says. Source
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