from Expert Zone:

India Markets Weekahead: Parliament holds the key

July 17, 2016

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

The Indian parliament building is pictured behind marigold flowers in New DelhiThe Nifty rallied past the psychological mark of 8,500 for the first time in 11 months to close at 8,541. Global markets were buoyed by better-than-expected U.S. jobs data and cheered the victory of Japan’s ruling coalition in the upper house election. PM Shinzo Abe is expected to unveil a fresh stimulus package to help the country’s stagnant economy.

from Breakingviews:

Tesla’s acceleration may get investors shaking

May 5, 2016

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

from Breakingviews:

Exxon Mobil reaches bottom of the oil barrel

April 29, 2016

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

from Morning Bid with David Gaffen:

Somebody Has to Save Our Skins

April 28, 2016

After myriad disappointments such as results from the likes of Apple, Intel and Alphabet and similarly dispiriting results from smaller companies like Twitter (which really doesn’t belong in this conversation, but here we are, darling), the stock market is now looking ahead for some kind of big win in earnings season to sort of set investors a bit less on edge.

from Morning Bid with David Gaffen:

Who’s Your Moses Now, See?

April 27, 2016

So, uh, that happened. Apple put together an earnings report that seemed to spell the official end of the iPhone as an unstoppable force, as time, well, time waits for no one. And so after nine years without a sales decline, one has finally happened, and it’s cast a pall over markets so far in the early going for futures. Just how much the market reacts will be instructive for how much Apple still means for the overall market.

from Morning Bid with David Gaffen:

Reaching a Permanent Plateau

April 20, 2016

It doesn't seem to make exact sense, but the market isn't far from a record and looks set to extend the bull market to make it the second-longest such bull run in history as the S&P 500 closes in on another all-time record. The market right now is grinding through lackluster global growth, expectations that the Fed is going to raise interest rates again before long, uncertain direction of oil prices, and right now a pretty ugly earnings period that has started off with some really uninspiring results from the banks and a handful of big tech companies.

from Breakingviews:

Morgan Stanley growth plays 2016 version of Godot

April 18, 2016

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

from Breakingviews:

Mike Corbat now entangled in banking Catch-22

April 15, 2016

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

from Morning Bid with David Gaffen:

Running Things – It Ain’t All Gravy

April 14, 2016

The banks giveth and the banks taketh away. What was viewed as a nice beat over really terrible expectations from J.P. Morgan's earnings are being washed away today by Bank of America's earnings, which include a lot of the same weakness that we saw in its rival, though perhaps as the first one out of the gate and having beaten terrible expectations J.P. Morgan just looks better somehow.

from Morning Bid with David Gaffen:

The Systemic Anomaly

April 13, 2016

Right now the market seems to be in a place of benign neglect when it comes to worrying about things like earnings, slow global growth, central banks, and anything else that might qualify as the type of thing that would keep the markets from moving much higher.