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IBM: Value destruction

Not much makes sense in this market any more - it's a familiar refrain that's been heard over and over again lately, and not necessarily to a fault.

April 25, 2024 at 05:30 am EDT

ANALYST RECOMMENDATIONS : AMD, Cisco, Alphabet, Apple, Netflix...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

April 22, 2024 at 05:34 am EDT

The return of bad news is good news

Investors saw yesterday’s weak economic data as a sign that all hope isn’t lost when it comes to rate cuts this year. This led indices to remain in the green for a second consecutive day. Strong corporate earnings are also helping to lift investor sentiment.

April 24, 2024 at 09:28 am EDT

Corporate results bound the become the next catalyst for markets

The main global indices have been bouncing back since Monday after a very difficult week. The arrival of a slew of results from very large companies could act as a further catalyst for equity markets, and give back a little joie de vivre to investors.

April 23, 2024 at 09:33 am EDT

ANALYST RECOMMENDATIONS : Meta Platforms, UPS, Boeing, Chipotle, Dell Technologies...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

April 25, 2024 at 05:58 am EDT

ANALYST RECOMMENDATIONS : Airbnb, Alphabet, Chipotle, Intel, Rentokil...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

April 23, 2024 at 05:33 am EDT

The specter of stagflation rears its ugly head again

Earnings season is picking up pace, and the market is becoming increasingly unpredictable in how it reacts to new earnings reports. Good results aren’t enough to go up, bad ones aren’t necessarily taking a stock down, and a company can be criticized one day and worshipped the next. And now economic data is bringing old fears back...

April 25, 2024 at 09:21 am EDT

Well, it isn't as bad as feared...

Yesterday’s lower-than-expected US GDP reading showed that the price component rose more than expected. Investors were eagerly awaiting today’s March inflation reading to get more clue about the health of the economy and the Fed’s future monetary policy.

April 26, 2024 at 09:16 am EDT