Inflation surge cools in July. Should stock-market investors still play defense?

The latest surge in stocks helped lift the Nasdaq Composite COMP, +2.09% out of bear-market territory on Wednesday and the Dow Jones Industrial Average DJIA, +1.27% to exit correction territory. But the sharp upswing also prompted debate about whether investors should adjust their portfolios, pivoting away from defense plays. For the past month, growth stocks … Read more

Stocks Could Keep Rising If the Fed Shows Restraint

Text size As the market rebounds, speculative stocks are staring. For proof, consider Cathie Wood’s ARK Innovation ETF, up about 40% since mid-June. David Swanson/Reuters/Alamy What bear market? Stocks continued their summer rally this past week as better-than-expected inflation results helped lead to a 3.3% gain in the S&P 500 index, its fourth consecutive weekly … Read more

Stock-market euphoria meets bond-market pessimism as ‘strange week’ comes to end – MarketWatch

Stock-market euphoria meets bond-market pessimism as ‘strange week’ comes to an endMarketWatch

Can the stock market bottom without Wall Street’s fear gauge hitting ‘panic’ levels?

Investors have endured a lot this year, and it’s not over yet with market technicians debating whether US stocks are embarking on the start of the next bull market, or simply another vicious bear-market rally, as investing titans Stanley Druckenmiller and Michael Burry have warned . For investors struggling to discern how best to position … Read more

‘Strange week’ filled with conflicting signals in financial markets begins to wind down – MarketWatch

‘Strange week’ filled with conflicting signals in financial markets begins to wind downMarketWatch

Is the stock market’s favorite ‘fear gauge’ signaling more pain ahead for investors?

Investors have endured a lot this year, and it’s not over yet with market technicians debating whether US stocks are embarking on the start of the next bull market, or simply another vicious bear-market rally, as investing titans Stanley Druckenmiller and Michael Burry have warned . For investors struggling to discern how best to position … Read more

Why stock-market bulls are obsessed with the 4,231 level for the S&P 500

The S&P 500 index looked set Friday to take another run at a technical level that could deliver a big dose of encouragement to stock-market bulls arguing that the bear-market bottom is in, although chart watchers warned that it might not be a signal to go all in. Through Thursday’s close, the S&P 500 SPX, … Read more

The financial market’s best inflation traders missed the downside surprises. Now they’re lowering 2022 expectations.

Inflation has been nothing but full of surprises — remaining persistently hot for the past year when professional forecasters expected it to fade, then turning even lower than broadly expected for July. The consumer-price index report for last month, released on Wednesday, surprised to the downside — with an 8.5% annual headline rate below the … Read more

Have stocks bottomed? Not until this ‘gorilla’ in equity markets budgets, warns BofA

Households, not hedge funds or major corporations, represent the largest class of owners of the US stock market. That matters because households, the “placid gorilla” in US stocks, haven’t cut and run despite this year’s sharp selloff, which means stocks haven’t hit a bottom yet, according to a BofA Global. Collectively, households hold about $38 … Read more

Dow Shoots Higher, Tesla Gains

Text size Traders working at the New York Stock Exchange (Photo courtesy of NYSE) The Dow Jones Industrial Average surged nearly 500 points as investors hope that inflation has peaked. In midday trading, the Dow has risen 494 points, or 1.5%. The S&P 500 was up 2% and the Nasdaq Composite has gained 2.7%. The … Read more