from Morning Bid with David Gaffen:

Trouble in the Oil Patch

February 4, 2016

A slew of weak reports from Shell RDSa.L, Occidental OXY.N and ConocoPhillips COP.N have set the tone for what will probably be another session punctuated by lackluster buying interest in stocks and a predilection toward pushing fixed income yields lower even ahead of what is supposed to be a solid jobs report on Friday.

from Viewsroom:

Facebook, Twitter and Apple

February 1, 2016

The social media giant rode mobile ads to riches, while Jack Dorsey's company watched bosses head for the exits. And Apple may be stuck in iPhone purgatory. All on the Viewsroom tech edition.

from Breakingviews:

Facebook mobile growth accelerates down open road

January 27, 2016

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

from Morning Bid with David Gaffen:

Investors’ Sense of Snow

January 25, 2016

The new week brings with it a heavy calendar of events, mostly centered around earnings and the Federal Reserve's meeting, the latter of which is likely to be the bigger market catalyst even as the Fed is inclined to maintain the status quo for now.

from Breakingviews:

Too-big-to-fail cabal nursing $130 bln in damages

January 15, 2016

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

from Breakingviews:

Chancellor: The illusion of debt-fuelled earnings

By Edward Chancellor
November 18, 2015

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

from Expert Zone:

India Markets Weekahead: Time to cherry pick as markets react to Bihar

By Ambareesh Baliga
November 8, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The election result in Bihar would influence investors in the coming week. Voters have given a clear mandate to the “Mahagathbandhan” partnership of the Janata Dal (United), Rashtriya Janata Dal and Congress against Prime Minister Narendra Modi’s National Democratic Alliance. Market expectations of Modi’s alliance winning in Bihar were tapering over the last few days and exit polls also pointed towards a tightly fought election -- but a rout had not been expected. A gap down opening on Monday is foretold.

from Breakingviews:

Apple: a tech company with Chinese characteristics

October 27, 2015

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

from Breakingviews:

GM’s bumper Q3 exposes broader carmaker concerns

October 21, 2015

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

from Morning Bid with David Gaffen:

Where Are We Going

October 21, 2015

No fewer than 30 S&P 500 companies report results on Wednesday, from names as varied as Coca-Cola to American Express to Tractor Supply Co. It's true to say that so far this has not been a great earnings season - 69 percent of companies have exceeded earnings expectations and only about 40 percent on revenue - but with just 65 names reporting as of early Tuesday, it's also correct to say it's early days, given the heavy action we'll be seeing over the next couple of trading sessions.