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Inflation takes over as the next big focus for markets after July's monster jobs report

Inflation takes over as the next big focus for markets after July’s monster jobs report

Investors switch their focus to inflation in the week ahead, after July’s strong jobs report signaled the Federal Reserve may need to take an even tougher stance with interest rate hikes. It could also be a week in which investors watch to see if rising Treasury yields start to slow the technology sector’s summer rally. …

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JP Morgan quant who called summer rebound in stocks says rally could continue even if corporate profits decline

JP Morgan quant who called summer rebound in stocks says rally could continue even if corporate profits decline

Investors worried about the next pullback for stocks might want to pause and consider this: the decline in equity valuations since the start of the year already has exceeded the average pullback of other recessionary periods since the early 1990s, according to JPMorgan Chase & Co.’s equity quant Marko Kolanovic. While more Wall Street analysts …

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Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off

Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off

Now that the Federal Reserve appears to have abandoned its forward guidance tool in favor of being “data dependent” to help inform its future path for rates, investors should keep an eye on this gauge of inflation expectations for signs of a shift in the market’s mood. Watch the five-year break-even inflation rate, one of …

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4 takeaways from the Investing Club’s ‘Morning Meeting’ on Monday

4 takeaways from the Investing Club’s ‘Morning Meeting’ on Monday

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. It’s not time to be greedy Oil drops Quick mentions: WMT, COST, DHR, CRM, LLY AMD earnings this week 1. It’s not time to be greedy Stocks were a mixed …

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Boeing Reported Another Big Loss. 737 MAX Concerns Are Hitting the Stock.

Boeing Reported Another Big Loss. 737 MAX Concerns Are Hitting the Stock.

Text size Boeing delivered 121 commercial jets in the second quarter of 2022, up from 95 jets delivered in the first quarter. Justin Tallis/AFP via Getty Images Boeing’s quarterly earnings were messy, again. And on the company’s earnings conference call, more bad news related to the 737 MAX caused the stock to pare all its …

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Will the Federal Reserve kill the stock-market bounce?

Will the Federal Reserve kill the stock-market bounce?

A summer rebound is stirring hopes the bear market in U.S. stocks has seen its lows, but a meeting of Federal Reserve policy makers this coming week might test the nerves of would-be bulls. “I expect we will continue to see market volatility until investors have seen more convincing evidence that this period of Fed …

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Value stocks post best stretch in 20 years relative to growth stocks --- but that's starting to change. Why?

Value stocks post best stretch in 20 years relative to growth stocks — but that’s starting to change. Why?

Since the start of the year, a longstanding trend in U.S. stocks has suddenly reversed: formerly highflying growth stocks have gotten hammered, while “value” names have taken on the mantel of market leaders at a time when stocks are on track for steep annual losses. For years, rock-bottom interest rates and negligible inflation motivated investors …

Value stocks post best stretch in 20 years relative to growth stocks — but that’s starting to change. Why? Read More »

Citigroup provides upside surprise and stock rally while Wells Fargo misses

Citigroup provides upside surprise and stock rally while Wells Fargo misses

Citigroup Inc. on Friday delivered better-than-expected profit and revenue but its earnings still fell along with Wells Fargo & Co. amid more difficult market conditions than a year ago. The results helped spark a rally in bank shares a day after earnings misses from JPMorgan Chase & Co. JPM and Morgan Stanley MS pushed stocks …

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