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Visualizzazione dei post da aprile 21, 2019
Your Weekend Reading: China Clouds American Earnings Get caught up. By Ian Fisher 27 aprile 2019, 13:30 CEST Time to take some of the gains off the table in China, says Eastspring's Ken Wong. LISTEN TO ARTICLE Want to receive a daily news briefing, including this weekend edition, in your inbox every day?   Sign up here The earnings flood from  U.S. industrials  suggests trouble ahead, mostly thanks to China—where the  world's top-performing stock market  is looking a bit shaky. 3M shares fell the most since 1987 (remember  Black Monday ?) after the maker of Post-It notes slashed its outlook.  Ford beat forecasts , but still lost money in—you guessed it—China. Starbucks, however, couldn't  complain . What you'll want to read this weekend An Amazon team that reviews  commands to Alexa  can also access location data, potentially including  where you live .  Millennials tried to kill the American mall. Generation Z  might save it ,  Bloomberg Businessweek  reports. But in E

Stocks, Bonds, VIX, Dollar, & Gold Rise After China's Worst Week In 6 Months

An odd week of "buy all the things" - Stocks up, VIX up, Bonds up; Dollar up, Gold up. China shit the bed (worst week in 6 months), bonds bid on great growth (weak sales, inflation), semis suddenly puke after massive surge (SoKo GDP, Semi sales collapse, INTC, XLNX...), crude crushed on green shoots (Trump trumps OPEC as demand forecasts upheld), and gold gained on a higher dollar - none of these 'oddities' matter, stocks are at record highs and AMZN is awesome... China's worst week in 6 months... European markets were more mixed with Germany's DAX best, France just green but UK, Spain, and Italy in the red... US equities initially shrugged off the blockbuster GDP print but then the machines embraced it as volumes collapsed... And were mixed on the week with Dow Industrial and Transports in the red as Small Caps and Nasdaq outperformed... Nasdaq's 5th weekly rise in a row, Dow and Trannies' first down week in 5 (despite a late-day panic to get green).