There has been a yawning gap for some time between growth and value stocks, and the coronavirus pandemic has only widened the disparity. James Solloway, chief market strategist at investment manager SEI Investments, expects that to change — soon. “There are periods where leadership changes in a drastic and dramatic …
Read More »Need to Know: Wait for these signals to buy coronavirus-battered stocks, says BNY Mellon strategist
President Donald Trump’s coronavirus press conference has not stemmed the global equity slide as world-wide infections climb and U.S. stocks have tumbled into correction territory. Our call of the day comes from BNY Mellon’s chief strategist Alicia Levine, who has advice for those wanting to know when to buy beaten-down …
Read More »NewsWatch: Away from S&P 500 and other top indexes, markets are behaving as if it’s late in the cycle: Morgan Stanley strategist
MARKETWATCH FRONT PAGE You would have a hard time convincing someone looking at the major U.S. stock-market benchmarks that it is looking like the end of the cycle. Yet Andrew Sheets, chief cross-asset strategist at Morgan Stanley, says there are late-cycle indicators in current markets. See full story. Delta’s CEO …
Read More »The Tell: Apart from the major indexes like the S&P 500, markets are behaving like it is late in the cycle, says Morgan Stanley strategist
You would have a hard time convincing someone looking at the major U.S. stock-market benchmarks that it is looking like the end of the cycle. The S&P 500 SPX, +0.18%, for instance, has registered 12 record closes this year, climbed 15 out of the last 19 weeks and has gained …
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