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The TINA trade, in which there is no alternative to stocks, may be over as investors can finally earn something in cash-like securities.
Chinese-U.S. trade relations are showing signs of warming again after this spring’s chill. Don’t mistake that for a resolution of the core issues—trade tensions increasingly look like a permanent feature of the investment environment.
Italy is back in the headlines and the euro is falling, giving up all its gains and more against the dollar this year. But while the formation of an antiestablishment government in Rome is a headwind, there are bigger forces at work: the currency market has been rethinking the global growth story.
Fifth Third Bancorp and MB Financial announced that they have agreed to merge in a mostly stock deal, further expanding Fifth Third’s presence in Chicago.
Tesla has given its first signals that it’s giving up on its ambition to become a mass-market car maker, when Chief Executive Elon Musk admitted that his promised $35,000 Model 3 vehicle would cause the company to “lose money and die” if built right away.
Fifth Third Bancorp’s $4.7 billion deal to acquire a small Chicago lender is a sign that positive animal spirits have returned to the banking world. Investors should expect many more mergers and acquisitions.
Multiple oil supply outages at the same time helped prices hit a multi-year high and should keep the market tight into early summer.
Hot sectors are driving small stocks while a few big companies are holding back the large-cap indexes.
The re-emergence of political risk in Italy risks resurrecting bad memories of the eurozone crisis, when contagion spread across the continent. For now, though, Italian misery may stay within its borders.
Kroger is betting that robots will give it an edge in the food fight with Walmart and Amazon. Investors can expect a long receipt.
China Inc. wants to lock up supply of lithium, a critical battery component, and is reportedly closing in on a key mine in Chile. Electric-vehicle investors shouldn’t panic.
Macy’s cheery report, when it posted strong earnings, was a positive sign for retail—and a welcome rebuff of the notion that the sector is doomed. It was not so great for Nordstrom, however, which was put in the unenviable position of having to follow Macy’s act.
Chinese tech giant’s shares have tumbled in recent months, but first-quarter results should allay investor concerns.
The next leg of the Trump administration’s plan to lower the cost of drug prices could get ugly for investors.
Macy’s was brimming with optimism when it reported results for the end of 2017, yet skepticism abounded. Analysts warned of declining sales and “limited upside.” Macy’s has done it again, though, reporting first-quarter earnings that smashed expectations.
Who’s next? The fear of contagion is stalking emerging markets again, but Argentina and Turkey have put themselves in the firing line while others have distanced themselves from it.
The lawsuit against National Amusements is a last-ditch effort to block a merger with Viacom, but it’s is also a challenge to the idea of dual-class stock structures.
The West’s main argument against Chinese trade practices has always been that it applies rules selectively and unfairly to achieve mercantilist aims. Now the U.S. is doing the same.
The key court case in the decade-old Porsche-Volkswagen takeover saga is due to restart in June, reviving the case for buying discounted Porsche stock.
The RV industry performed horribly this year after a strong 2017, but investors’ best bet may be Camping World Holdings, not manufacturers like Thor or Winnebago.