from Morning Bid with David Gaffen:

That Escalated Quickly

December 19, 2014

It's hard to determine whether the two-day run in the S&P 500 is a sign of an emerging "blow-off" top of the market, where a frenzied rally gives way to several months of weakness (lately, weakness has been measured in hours and minutes, rather than weeks or months), or if it's the sign of investors growing more comfortable with the notion that the Fed's exit from its zero-interest-rate policy that has lasted for several years isn't such a bad thing, and that the economy can handle it.

from Breakingviews:

Jefferies closes annus horribilis on wicked downer

December 16, 2014

By Antony Currie

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Morning Bid with David Gaffen:

That’s a big Twinkie

December 11, 2014

The market’s gyrations are a bit more than many people want to handle this time of the year, but it’s a time when stupid stuff happens, and lack of liquidity combined with concerns about the world economy are raising questions that, essentially, seem like the same question: Has this equity-market surge come too far, and are we due for the “big” Stay-Puft Marshmallow Man-sized thing that everyone has been anticipating since, well, more than two years now?

from Morning Bid with David Gaffen:

Building a Safe

November 18, 2014

The housing-market recovery, the improvement in the unemployment rate and the relatively strong consumer sentiment figures seen out of the United States in recent months bodes well for Home Depot and other big-ticket retailers (like Lowe’s, for instance) as they report this quarter’s earnings.

from Morning Bid with David Gaffen:

Thinking global, earning local

November 14, 2014

Earnings season has really closed down, with Wal-Mart out of the way, and with the markets sitting just a touch off record highs, it’s worth looking at how earnings fared and what valuations suggest right now.

from Morning Bid with David Gaffen:

My dinner with The Hulk

November 6, 2014

Walt Disney Co headlines the day’s earnings, and its eagerly anticipated third-quarter report is likely to illustrate how one company can benefit from some unique content that outpowers all expectations.

from Breakingviews:

Sky-high valuations no match for earnings reality

October 28, 2014

By Robert Cyran

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Credit Suisse’s future is mid-table drabness

October 23, 2014

By Dominic Elliott

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

The cage is full

October 15, 2014

The equity market stabilized on Tuesday but only just barely - a 0.16 percent gain on the S&P 500 is nothing to write home about - but that the market bounced off support levels around 1,876 was notable enough.

from Breakingviews:

Jamie Dimon returns to challenges old and new

October 14, 2014

By Antony Currie

The author is a Reuters Breakingview columnist. The opinions expressed are his own.