Emerging market (EM) stocks have been under pressure. The MSCI EM has dropped 1.9% this week—versus a gain of 0.7% for the S&P 更多 500—and the J.P. Morgan Emerging Market Currency Index has fallen in 8 out of the last 10 sessions.
Each week, Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the latest news and events impacting the markets. This week: A checkup on Q1 earnings results, the drivers behind a run-up in oil prices, an update on trade-related developments, a recap of economic indicators and what to expect in the week ahead. 更多
The video game industry has seen explosive growth over the past few years driven by favorable demographics, a growing addressable market, improving product quality, and faster internet speeds. 更多
Globally, people are living longer and having fewer children, leading to a growing elderly population and a smaller youth population. These demographics present challenges, some of which are being met by medical devices, according to the Chief Investment Office (CIO). Medical Devices is a CIO longer term investment theme. 更多
We find life in virtually every pocket of the Earth. Even where there are extremes in temperature, acidity, pressure, salinity, or radiation, there are organisms that have adapted to these conditions in order to take advantage of otherwise-untapped resources. Life just...finds a way. 更多
If you're just reading the headlines regarding Social Security's 2019 Trustees Report released on Monday, you may be thinking retirees will be left without any benefits by 2035. 更多
Wing, the Alphabet-owned startup, has become the first drone delivery company to gain the Federal Aviation Administration’s approval to make commercial deliveries in the US. 更多
When investors buy US Treasuries as part of a diversified portfolio, they should ask, "Am I buying the asset for yield, or for shield?" An old rule of thumb within fixed income is that investors should use the short-term Treasuries for carry (yield) and the longer-duration Treasuries for total return (shield). 更多
The hesitation to tap home equity can largely be explained by behavioral impediments such as debt aversion. In our view, home equity should be considered a key resource, playing a significant role in meeting financial goals, and an important variable when deciding whether to "age in place," downsize, or rent in retirement. 更多
The S&P 500 closed Tuesday at a record level of 2,934, up 1.2% in total return terms since the last all-time high set on 20 September 2018. 更多
The S&P 500 (+0.8%) and the NASDAQ (+1.3%) rallied to fresh all-time highs on 23 April, lifted by better-than-expected corporate earnings. 更多
I recently wrote a blog that looked at the outcomes from various portfolios when saving for retirement. The conclusion was pretty clear: When viewed across a 30-year period of saving and accumulation, investors holding an all-equity portfolio will generally accumulate more assets, except in the worst 5% of outcomes. 更多
Equity bull markets rarely end in the absence of a recession occurring. We track key attributes of the business cycle to gauge how the expansion is evolving and risks of a recession. We think the US business cycle has transitioned to the late stage. The good news is that the economy can be late cycle for a long time. 更多
The US administration has decided not to reissue waivers to the buyers of Iranian oil. The current set of exemptions, issued to China, India, Japan, South Korea, Italy, Greece, Turkey and Taiwan in November 2018, will expire on May 1. 更多
After 10 years, economists might say the current business cycle looks old. But if the Federal Reserve is “done” hiking rates, are they seeing it all wrong? If growth continues while inflation stays contained the business cycle may be younger than it looks. 更多
Help prepare your children for a lifetime of smart money decisions. 更多
For global investors, time off from markets can be a good opportunity to take stock of one’s portfolio. Looking back, the risk-on stance we recommended heading into 2019 has paid off, with global equities up around 15% in local currency terms. 更多
The first-quarter earnings season has gotten off to a good start. With about 20% of the market cap of the S&P 500 in the books, 80% of companies are beating profit estimates. Sales results are in line with expectations. 更多
A partially redacted version of Special Counsel Robert Mueller's 448-page report was released to the public on Thursday. Here are some immediate takeaways. 更多
