Following Macy’s, Inc. M 0.44% Q2 earnings report, Macquarie analyst Laurent Vasilescu released a report breaking down the takeaways from Macy’s quarter and what shareholders should be watching for next. Overall, Macquarie maintains its bullish outlook for the retailer. Asian Opportunity On the heels of its expansion efforts in the Middle East, Macy’s announced it…
A new report by Credit Suisse analyst Lori Calvasina focuses hedge fund, mutual fund and sell-side positioning by industry group. Despite varying positioning in most industries, there were several areas in which there is currently both bullish and bearish unanimous positioning.
The popularity of ETF trading has exploded in recent years, and investors seem to love the ability to gain diversification within a single purchase. Traders can easily play the entire S&P 500 in one swoop by buying the SPDR S&P 500 ETF SPY 0.12% or gain exposure to the whole Energy Sector by buying the…
In its latest report, the Probes Reporter discusses several companies that are currently the subject of SEC investigative actions. Probes Reporter identifies the existence of undisclosed SEC probes by filing Freedom of Information Act requests with the SEC concerning the companies in question.
In a new report out this week, Barclays analyst Hajime Kitano explains why China’s devaluation of the yuan is essentially quantitative easing and why the move could have major positive implications for U.S. stocks. After some disappointing economic data out of China in July, more QE measures could soon be on the way.
A new report by Citi Research analyst Matt King focuses on the liquidity of fixed income investments. While liquidity has never been better by some measures, other signs are more troubling and could mean more extreme volatility is on the way.
The Consumer Discretionary sector has been on fire in 2015, and the Consumer Discretionary Select Sector SPDR ETF XLY 0.58% has gained 8.4 percent versus the S&P 500’s 1.2 percent gain year-to-date. With the U.S. economy booming, 10 Credit Suisse analysts each recently picked their Consumer Discretionary stocks to buy in 10 different subsectors.
Wednesday has been a big news day for Chinese Internet giant Alibaba Group Holding Ltd BABA 2.36%. The biggest headline is certainly the company’s fiscal Q1 revenue miss, but Alibaba also announced a major partnership with one of America’s most iconic department stores.
As the dust settles on Warren Buffett’s largest purchase ever, Wall Street analysts are now free to piece together the market implications of the move. Buffett’s Berkshire Hathaway Inc. announced this week that is it buying aerospace supplier Precision Castparts Corp. PCP 0.04% for a staggering $32.3 billion.
In his latest issue of The Gartman Letter, Dennis Gartman discusses the implication of China’s devaluation of the Renminbi and whether or not this is the beginning of a currency war. Gartman also shares his take on the gold, oil and coal markets.