Commentary

1/12 - MarketWatchers LIVE Recap - 2018 Market Forecast - DP Sentiment Report

  Welcome to the recap of Friday's MarketWatchers LIVE show, your antidote for the CNBC/FBN lunchtime talking heads. Listen and watch a show devoted to technical analysis of the stock market with live market updates and symbols that are hot. You'll find the latest episode here. Information abo ...

Our Market Commentary: “Corporate Tax Cuts, Just Because.”

This commentary touches on the passing of Corporate tax cuts during a period of historically high corporate profits and also discusses the relationship of the unemployment rate with future market returns. ...

2018 Stock Market Forecast

HAPPY NEW YEAR! In my first Trading Places blog article of 2018, "Here's One Chart That Screams BUY As We Begin 2018", I highlighted my favorite relative chart in the Current Outlook section.  It's one of the biggest reasons why I believe 2018 will simply be an extension of what we saw in 2017. ...

Here's A Trading Strategy That Works In Any Market

Ultimately, the U.S. stock market lives and dies by the performance of its economy and how that translates into earnings growth of U.S. companies.  Nearly every economic report that we've seen of late has been strong or strengthening.  The number of companies that are performing well on their top ...

5 Potential Canadian Market Surprises for 2018

What better way to wrap up the 2017 year than with a market forecast.  As a trader, I always look at a forecast as establishing a baseline from which to build investment themes for the upcoming year.  The obstacle however, lies in that there is substantial herding in economic forecasting and rare ...

The Ten Surprises of 2018

Blackstone is pleased to offer the following Market Commentary by Byron Wien which shares his thinking on global economic developments, market insights and other factors that may influence investment opportunities and strategies. ...

2018 S&P 500 Forecast: Flat and Volatile (With New Sector Comparison Tool)

Topic:  Historical model forecast suggests a flat 2018, with the potential for a volatile year.  The impact of tax law changes and mid-cycle elections could be the wild cards posing the biggest risks to my forecast.  A flat market forecast implies technical analysis will be more relevant than ev ...

Sometimes it’s not complicated

I wanted to pull these two slides from our quarterly client call from last night to make a point that I think is often lost on people who listen to too much market commentary (guilty!) – sometimes it’s not complicated. Barry Ritholtz and Michael Batnick illustrated this point for clients last ni ...

Steel for windpower: a burgeoning market

Offshore wind is “on a high” with costs having fallen by around 50% since 2015, the Global Wind Energy Council said in its Wind Energy Outlook 2016: Wind Power to Dominate Power Sector Growth document. GWEC outlines scenarios where wind, offshore and onshore, could supply 20% of global electri ...

The Pound trades like an old beach roller coaster.

The Pound continues to trades like an old beach roller coaster. Equity markets have remained cheered up by the passage of the Senate tax reform bill. But the market closed below interday high water marks as renewed weakness in the tech sector weighed at the bell. However, it’s not as if the tech ...