It's true that firms have been borrowing less in a sign they are still uncertain about the economy's prospects, despite record - breaking
rallies in the stock market.
Jim Cramer says
the rally in the stock market over the last two days is a textbook example of why no one ever made a dime panicking.
Investors should be a little cautious following the recent
rally in the stock market, according to JJ Kinahan, chief market strategist at TD Ameritrade
Although it's way too early to declare the current
rally in the stock market is dead, we simply can not ignore the fact that the major averages are now leading, while leading stocks are lagging (exactly opposite of what occurs in a healthy market).
«There is no question that
the rally in the stock market has baked into it reasonably high expectations of us getting tax cuts and tax reform done,» Mnuchin said.
This compares with double - digit - percentage
rallies in stock markets in the U.S., Japan and Europe last year.
There was a strong end of day
rally in the stock market from a trend following perspective..
Each of these «Blue Chip Rally» opportunities was followed by very strong
rallies in the stock market.
That's just because
the rally in the stock markets has left the bond portion of the portfolio slightly below target.
The rally in the stock markets has also left the bond component below target.
Since my previous update, the Sleepy Mini Portfolio has gained 3.75 percent due to
a rally in the stock markets over the fall months.
Not exact matches
But
stock market investors who are enjoying the post-election
rally — dubbed the «Trump Bump — owe a major debt to the controversial bank that became a political lightning rod
in the presidential campaigns.
That will reinforce confidence
in a
stock market rally that got another boost yesterday from the European Central Bank, which refused to set an end date for its quantitative easing program yesterday.
Global
stocks have
rallied on promises of large investments
in infrastructure and tax cuts
in the U.S., but
markets are now set for a sharp correction
in the second part of this year.
Investors should expect another U.S.
stock -
market rally if the Republican tax bill passes since the
market has not fully baked it
in, a strategist at UBS says.
Still, some analysts argue the
rally in the Nikkei 225 is not overdone, and has
in fact been exaggerated by strong gains seen
in stock markets around the world.
(Undoubtedly, the recent
stock market rally certainly has some Americans feeling a lot richer as well, but since average U.S. families tend to have most of its wealth tied up
in real estate rather than the financial
market, the impact of housing is probably the more relevant one.)
The
stock market also ended the month of November with its biggest
rally in two years.
It's a slight whiff of euphoria around the
stock market rally, the first time I have smelled it
in a long time.
Stock markets have
rallied hard over the last 12 months, helped by a pick - up
in the global economy and corporate profits.
Profits have soared at buyout firms such as Carlyle
in recent years, as a U.S.
stock market rally allowed them to sell assets for top dollar.
While consumers may have also benefitted from the
stock market's Trump
rally via their holdings
in mutual funds and 401 (k) s, it didn't quite translate to their paychecks: According to the Bureau of Labor Statistic (BLS), U.S. workers earned a median wage of about $ 43,380.48
in 2016 — a 2.8 % raise, or $ 1,214.65.
Bob Doll, Nuveen Asset Management, and Tom Lee, Fundstrat Global Advisors, discuss the
stock market rally and the recent volatility
in the
stock market amid trade war concerns.
Even when the Feb. 2 correction gripped the
stock market, it failed to
rally in the weeks that followed.
That
in part reflected a
rally in world
stock markets thanks to upbeat earnings data and last week's historic summit between North Korean leader Kim Jong Un and South Korea's Moon Jae -
in last week at which they vowed «complete denuclearization».
Also, Ablin added a large portion of the recent
rally involved a rotation from bonds into
stocks as low interest rates forced investors to seek yield
in the
stock market.
Hedge fund billionaire David Tepper said Thursday he's «not as bullish» as he could be — taking a more cautious view of the
stock market almost five years to the day since his comments on CNBC sparked the «Tepper
Rally»
in the
stock market.
Saudi Arabian
markets are
in for a
rally, even with some
stocks already looking expensive, said Krithika Subramanian, a research analyst at Credit Suisse Private Banking.
«I've been very suspicious of the
rally this year
in the tech sector and particularly
in the FANG
stocks,» Mati Greenspan, senior
market analyst at eToro, told CNBC
in an email.
This even as the S&P 500 has continued its rise during that same period, jumping 10 %
in the first seven months of the year as tech
stocks led a
market rally.
But on Friday, all major
stock market indexes rose, and a
rally in tech pushed the Nasdaq 1.2 percent higher.
Stock markets have been
rallying for months
in anticipation of sharply lower tax rates for corporations, with Wall Street's three major equities indexes closing at record highs on Friday.
One of the most encouraging things you want to see
in the equities
market is when a
stock rallies in the face of bad news.
Instead, the
stock market in general has been up
in the past year, though much of the
rally has come since Donald Trump was elected.
The 2014 target reflects our expectation that the
stock market will have opportunity to move higher over the course of next year, and turn
in yet another double - digit increase — albeit around half the size of this year's
rally to date.
The European Central Bank is all but certain to cut back on its bond - buying stimulus on Thursday, one of the biggest factors supporting the
rally in global
stock markets in recent months.
Banks and financials make up about 15 % of the American
stock market weight, looming large
in the US investing landscape, and they have been strong performers
in the recent
stock market rally.
The Census Bureau data also indicate that among less affluent households, fewer directly owned
stocks and mutual fund shares
in 2011 (13 %) than
in 2009 (16 %), meaning a smaller share enjoyed the fruits of the
stock market rally.
While this has been good news, even amid the positive returns it is worth taking a look at one of the unintended consequences of a
market rally — the rise
in stock prices may have added unintended risk to your portfolio.
Take the «Romney
Rally,» for instance — when the
stock market rose, absent any other obvious cause, the day after Mitt Romney was widely considered to have won a presidential debate
in 2012.
Desmond advises traders to look for «extreme selectivity» — a period of very narrow breadth, when few
stocks are participating
in market rallies even as the indexes go higher.
The WWE has gotten
in on the
stock market rally since Donald Trump's election victory, and there's even speculation that Linda McMahon, wife of WWE CEO Vince McMahon, could be named to President Trump's cabinet.
If the
stock market was
in a Trump
rally before, it's
in a Trump slump now — even if the president would rather not admit it.
As we approach Christmas Day, many traders and investors are anticipating a «Santa Claus
rally»
in the
stock market... and with good reason.
Scott Barlow, the
market strategist at the Globe and Mail, wrote (subscribers only) about how the S&P / TSX composite index's
rally was mostly the result of a jump
in the value of bank
stocks.
So far, the Utilities sector has not participated
in the
stock market rally prompted by the passage of the tax law.
Numerous times
in the past, a cluster of distribution days after an extended
rally, combined with the suddenly poor performance of individual leadership
stocks, has been enough to prompt us to exit long positions within just a few percent of a
market top (check out this actual such example from mid-2012).
Based on yesterday's price and volume action
in the broad
market, as well as the inability of
stocks to hold their morning
rally attempt, more near - term downside could be
in store.
Why the
stock market is unimpressed by the best first - quarter results
in 24 years Rather than
rally on the back of upbeat results, the main equity benchmarks have sulked lowerThe
stock market isn't impressed!
The Japanese
stock market rallied hard
in the first half of April, climbing 9 percent, but has tumbled 5 percent over the past week after the BOJ declined to deploy more stimulus at its April meeting.