Mon, 27 Mar 2017 23:17:19 EDTAny 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.
Tue, 28 Mar 2017 09:17:10 EDTBonds normally provide a countervailing cushion when stocks fall. But a big bond rally faces challenges of its own.
Tue, 28 Mar 2017 09:18:40 EDTGetting 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.
Tue, 28 Mar 2017 11:22:40 EDTSoftBank’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.
Tue, 28 Mar 2017 09:21:11 EDTAuto-financing penetration numbers aren’t startling compared to the developed world. The pace of growth however, is.
Mon, 27 Mar 2017 16:34:03 EDTCarnival 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.
Mon, 27 Mar 2017 12:14:44 EDTIn 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.
Mon, 27 Mar 2017 10:11:25 EDTForward 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.
Mon, 27 Mar 2017 09:32:01 EDTU.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.