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Federal Reserve Joins the Global Flock of Dovish Central Bankers

Federal Reserve Joins the Global Flock of Dovish Central Bankers

Stocks just had their second-biggest rally of the year, partially because of the Federal Reserve. It's worth recapping what happened. The story actually began on Monday, when James Bullard of the St. Louis Fed said a rate cut "may be warranted soon." Then yesterday,...

Coty vs. Mylan: Here Are Winners and Losers After Quarterly Results

Coty vs. Mylan: Here Are Winners and Losers After Quarterly Results

First-quarter earnings season is pretty much over, so it's a good time to review some big movers in the S&P 500. First, the losers between the first big report on April 12 and yesterday: Mylan (MYL) fell the most during the period, down 34 percent. Market Insights...

Is Anything Weirder Than the Economy Right Now?

Is Anything Weirder Than the Economy Right Now?

Gross domestic product (GDP) is due tomorrow. It's a good time to examine just how weird the economic situation has gotten. Things look increasingly negative from one perspective, but surprisingly positive from another vantage point. It's confounding experts, but may...

Deere, Lowe’s Deliver a Bearish End to Earnings Season

Deere, Lowe’s Deliver a Bearish End to Earnings Season

Earnings season ended on a weak note as major companies like Deere (DE) and Lowe's (LOW) suffered historic drops. LOW struggled with higher costs and managerial confusion. Traditional merchandise faced weak pricing at the same time new executives tried to reinvent...

Glass Seems Half Full in Big Tech: Earnings this Week

Glass Seems Half Full in Big Tech: Earnings this Week

Investors stayed bullish on big technology stocks in the last week, even when their results missed estimates. Cisco Systems (CSCO), Take-Two Interactive Software (TTWO) and Booking (BKNG), and JD.com (JD) all rallied after reporting quarterly numbers. Some beat...

Good News Shrugged Off: Earnings This Week

Good News Shrugged Off: Earnings This Week

Investors are looking past good quarterly results and punishing stocks that missed estimates. In the last week, companies like Walt Disney (DIS), Allergan (AGN), Electronic Arts (EA) and KLA Tencor (KLAC) beat estimates, only to drift or fall. The tepid response comes...

Bears Still Proliferating, and Not Just Because of Tariffs on China

Bears Still Proliferating, and Not Just Because of Tariffs on China

Sentiment has swung sharply bearish this week. President Trump's tariffs on China are a big part of the story, but health care's another major culprit. The biggest decliner in the S&P 500 today, for instance, was Mylan (MYL). Disappointing results, manufacturing...

Podcast: Uber’s IPO and the Truth About Tech

Podcast: Uber’s IPO and the Truth About Tech

Uber’s initial public offering (IPO) is scheduled for Friday. In this podcast we break down what it means for Uber and the broader technology sector.

Big Tech Beats, Big Tech Misses: Earnings This Week

Big Tech Beats, Big Tech Misses: Earnings This Week

Three of the biggest companies in the U.S. have reported earnings in the last week. Their results were good, so-so, and bad. Take the good news first: Apple (AAPL) is starting to move beyond its reliance on smart phones and shifting into longer-lasting businesses....