Markets


Markets

Time to Redo the Math on Tax Reform Prospects

Mon, 27 Mar 2017 23:17:19 EDT
Any investors who think the failure of health-care reform was somehow a positive because it cleared the way for tax reform may be about to be rapidly disabused of that notion.

If Stocks Wobble, Will Bonds Be There To Absorb the Blow?

Tue, 28 Mar 2017 09:17:10 EDT
Bonds normally provide a countervailing cushion when stocks fall. But a big bond rally faces challenges of its own.

Chinese Bidder for AC Milan Gets Capital Controls Assist

Tue, 28 Mar 2017 09:18:40 EDT
Getting in early on a surge in foreign-currency financed Chinese acquisitions such as soccer club AC Milan might be a smart move for hedge fund Elliott Management.

SoftBank's Vision Fund Will Keep Tech Unicorns Happy

Tue, 28 Mar 2017 11:22:40 EDT
SoftBank’s $6 billion investment in Didi Chuxing would have been enough to buy all of the Chinese ride hailing app two years ago, around the time Softbank made its earlier investment into the company.

China's Booming Car Market Fueled by Credit

Tue, 28 Mar 2017 09:21:11 EDT
Auto-financing penetration numbers aren’t startling compared to the developed world. The pace of growth however, is.

Carnival Shareholders Are Having Fun Now, Too

Mon, 27 Mar 2017 16:34:03 EDT
Carnival shares are at records, having fully recovered from last year’s Zika-related concerns, and appear to have more upside if bookings hold up and international growth remains strong.

China Tanked Oil Once, It Can Do It Again

Mon, 27 Mar 2017 12:14:44 EDT
In late 2013, oil was range trading, U.S. drillers were ramping up and China was entering a tightening cycle—much like today. Six months later, the oil market collapsed.

Walking Back 'Forward Guidance' Could Leave Investors Lost

Mon, 27 Mar 2017 10:11:25 EDT
Forward guidance was a useful tool to reassure markets that rates would stay low for a long time. But now policy is tightening, the potential for market confusion has risen.

U.K. Banks Need to Show They Can Withstand a Pound Crisis

Mon, 27 Mar 2017 09:32:01 EDT
U.K. stress tests this year will measure how banks will weather a pound crisis and sharply higher interest rates. That should give a clear view of the risks in U.K. lenders’ recent rush into unsecured consumer lending, which has kept the U.K. economy humming since the Brexit vote.