financial market news

The dollar will weaken and these stocks could outperform, says Evercore

The dollar will weaken and these stocks could outperform, says Evercore

Hopes that the Fed may be less aggressive in raising borrowing costs than previously feared have spread rapidly in markets this past week. Stocks have risen as bond yields have fallen. And it has brought the dollar rampage to a screeching halt. The DXY dollar index, +0.49%, which hit a 20-year high above 108.5 in …

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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 in stocks might want to pause and consider this: The drop in stock valuations since the start of the year has already outpaced the average pullback of other downturns since the early 1990s. , according to JPMorgan Chase & Co.’s stock quantifier 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 Fed appears to have ditched 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 change in market mood. . Look at the five-year breakeven rate of inflation, one …

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As Twitter rethinks its San Francisco footprint, a bigger $9 billion question hangs over the city's office market

As Twitter rethinks its San Francisco footprint, a bigger $9 billion question hangs over the city’s office market

Twitter Inc. put its large office presence in San Francisco under review for downsizing on Wednesday, declining to open an office in Oakland, California, a person with direct knowledge of the matter said. The move clouds the future of the social networking site’s posh San Francisco headquarters, a 1.1 million-square-foot trophy office complex at 1355 …

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Microsoft earnings: It's the forecast that matters, so be patient

Microsoft earnings: It’s the forecast that matters, so be patient

The biggest financial news that Microsoft Corp. executives will deliver on Tuesday requires a bit of a wait. microsoft MSFT, -0.59% is scheduled to report financial results for the fiscal fourth quarter after the bell, wrapping up another record year in earnings and revenue, with full-year earnings expected to rise nearly 20% and profit-producing sales …

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