RBC top analyst sees comeback

Investors who are “apathetic” or negative toward banks will change their stance in the second half of the year, according to RBC Capital Markets’ top banking analyst. Gerard Cassidy predicts bullishness will make a comeback due to strong revenue growth and optimism surrounding credit. “You can really see people coming back to [bank] the stocks. … Read more

Goldman analysts love these stocks, not so the rest of Wall Street

The stock market has fallen more than many Wall Street experts expected this year, so some investors are looking for less conventional, more contrarian ideas. Goldman Sachs’ Deep Mehta compiled a list of stocks that Goldman analysts rate a buy while more than half of all other Wall Street analysts do not. “These names appear … Read more

These ETFs could outperform as the Fed drives rates even higher

The Fed’s accelerating rate hikes are causing big moves in financial markets, but there are some exchange traded funds that may help investors protect their portfolios or even profit. The Fed hiked its benchmark interest rate by 75 basis points on Wednesday, its biggest increase since 1994. Treasury yields moved higher in the immediate aftermath … Read more

Recession won’t strike stocks despite ugly market

While retail investors head for the exits as stock prices fluctuate sharply, Evercore ISI’s Julian Emanuel wants to put money to work. He calls the market environment very ugly, but he believes the economy will avert a recession – particularly due to healthy credit markets and continued gains. “The path to higher [stock] prices really … Read more

Trading strategies for after the big Fed decision: Finding stocks overdue for a relief bounce

The Federal Reserve is expected to raise interest rates by a half point Wednesday, but what the central bank signals about future hikes is key for investors.

Big banks’ earnings and a hot inflation report could sway markets in short holiday week

A trader on the NYSE, March 11, 2022. Source: NYSE Markets face what could be a hot inflation report in the week ahead and a batch of big bank earnings to start the earnings season. JPMorgan Chase and BlackRock kick off the financial industry’s first-quarter earnings releases Wednesday, with Citigroup, Wells Fargo, Morgan Stanley and … Read more

The bond market is sending a recession signal. Here's when investors should take it seriously

The alarm that warns of an approaching recession is only getting louder. Investors should pay close attention to this signal.

An ETF playbook for navigating the Fed's rate-hiking plans

These exchange traded funds have factors that could help them outperform as the Fed hikes rates.

The stock market may have priced in Federal Reserve's rate hikes. Here's how to play it

Wall Street economists expect the Federal Reserve could start raising interest rates in March and boost them possibly four or five more times this year.

An inflation-fighting Fed is a new experience for most investors. Here's how to play it

For many investors, a period of sharply rising prices and an anti-inflationary Federal Reserve is uncharted territory.