europe

Stock market is 'horrible', but investors are turning bullish …

The bad news is that we just finished lower for a fourth-straight session. The good news: Hey, at least the market didn’t just add another black crow to the flock. Not the “She Talks to Angels” kind. Rather, the kind that pecks away at positions.Here’s how it works: After a decent stretch, the S&P SPX, +0.24%  started with three trading […]

Don't miss this 'gem' in Europe's stock market, says Barclays …

LONDON (MarketWatch) — Were you too skeptical to follow the Europe bulls and pile into the region’s stock markets early in the year? But worried now it is too late to make stellar returns out of the once unloved region?The good news is that you can still comfortably take a seat on the European equity train, and let the European […]

Asian stocks sag on China growth doubts, Wall Street drop …

TOKYO (AP) — Asian stock markets sagged Tuesday as a manufacturing survey underlined that China’s economic growth is losing momentum.KEEPING SCORE: China’s Shanghai Composite shed 1.3 percent to 3,637.21 and Japan’s Nikkei 225 dropped 0.2 percent to 19,718.56. South Korea’s Kospi lost 0.1 percent to 2,034.38. Hong Kong’s Hang Seng sank 0.6 percent to 24,351.20. Australia’s S&P/ASX 200 rose 0.2 […]

Fund Managers’ Current Asset Allocation – March

Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the better ones as the results reflect how managers are allocated in various asset classes. These managers oversee a combined $600b in assets.The data should be viewed mostly from a contrarian perspective; that is, when equities […]

Why U.S. stocks may start beating Europe's market – CNBC.com

U.S. stocks rose Monday even with another negative surprise, this time in the Empire State survey, one of the first pieces of data on March activity. The Empire survey, at 6.9 in March, was the weakest since November 2013, and well below the reading of 8 expected by economists.For the year, the divergence between the U.S. and Europe has been […]

TraderFeed: How the U.S. Dollar Rise is Impacting the Stock Market

We have the unusual situation in which many central banks–most notably in Japan and Europe–are pursuing monetary policies of quantitative easing, while the U.S. has been in the mode of exiting its program. The result is that interest rate differential trends across the world–as well as relative economic growth–increasingly support the U.S. dollar. Indeed, as we can see from the […]

7 Signs That A Stock Market Peak Is Happening Right Now | Zero …

Submitted by Michael Snyder via The Economic Collapse blog,Is this the end of the last great run for the U.S. stock market? Are we witnessing classic “peaking behavior” that is similar to what occurred just before other major stock market crashes? Throughout 2014 and for the early stages of 2015, stocks have been on quite a tear. Even though the […]

7 Signs That A Stock Market Peak Is Happening Right Now

By Michael Snyder, on March 9th, 2015Is this the end of the last great run for the U.S. stock market?  Are we witnessing classic “peaking behavior” that is similar to what occurred just before other major stock market crashes?  Throughout 2014 and for the early stages of 2015, stocks have been on quite a tear.  Even though the overall […]

How Vulnerable Is The Stock Market? – Ciovacco Capital Management

Rate Hikes Always Spook InvestorsFriday’s big “fear of a rate increase” selloff in stocks was not getting a bearish follow-through during Monday’s session. While it is too early for the bulls to declare victory, the Fed has been telegraphing a rate hike for some time. From The Wall Street Journal:
“It just feels like people are starting to shrug off the […]

Commentary for the week ending 2-20-15

The beginning of this year has been characterized by very large, volatile moves in the stock market. This week was different in that stocks moved very little until Friday. The news flow was no different than before – some headlines out of Europe and our Fed – so the lack of volatility was unusual, though refreshing.We’ll start with Europe, where […]