Market Research & News
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Can the Treasury and China Headwinds Subside?
Brace for a deluge of economic data into tomorrow morning, beginning with China tonight. Life from China's slate will lift assets, but if jobs from the U.K. and Retail Sales from the U.S. are hot tomorrow then look out. We break it all down. See More
China's Trainwreck Crushes Risk-Assets
The Chinese Yuan, Japanese Yen, and Treasury complex are sucking the life from risk-assets
Why Is Caterpillar A Great Add
Get a lesson on portfolio construction. Find out why Caterpillar fits into Bill Baruch’s portfolio for 2H. He also bites the bullet on another industrial company. See More
How To Game The Tech Pullback
Stocks have not been able to rally after this week’s data. What’s holding it back and how are things setting up? See More
What Sectors Will Outperform in 2H?
It’s unlikely tech gives you 50% again in the second half of the year. Well, where is outperformance going to come from? Bill Baruch gives you his thoughts. See More
Energy Stocks are in Prime Shape!
Chevron $CVX was upgraded by Wells Fargo. Get Bill Baruch’s take on the energy sector and how he’s positioning portfolios. See More
What is Stock Market Positioning Telling Us?
Is there a catalyst to drive stocks higher or lower in the coming weeks? Bill Baruch joins the desk for CNBC Halftime Report. See More
PPI and Consumer Confidence In Spotlight
PPI and Consumer Confidence In Spotlight
Consumer Prices Rise As Inflation Holds
Consumer Prices Rise As Inflation Holds
All Eyes on the INFLATION Data, Gold & Silver
All Eyes on the INFLATION Data, Gold & Silver See More
How Do Stocks & Commodities React To CPI?
How Do Stocks & Commodities React To CPI? See More
A Tailwind Into CPI?
China's Trade Balance data missed and Moody's downgraded 10 banks.
Any End to the Bloodbath?
Stocks and commodities slip sharply on China Trade Balance data and Moody's bank downgrades. Is there any hope of a consolidation ahead of Thursday's CPI? See More
Weak China and Bank Downgrades
Weak China and Bank Downgrades