from Morning Bid with David Gaffen:

MORNING BID – Stock-Market Daredevil

April 15, 2015

Whatever Netflix ends up reporting after the close, it’s likely to provoke some kind of market reaction, judging by recent moves in the shares after it has reported results. In its most recent quarter, Netflix beat expectations handily and saw its shares rise 32 percent in the seven days that followed. The quarter before was a modest disappointment and the stock tumbled 18.5 percent in the following seven days.

from Morning Bid with David Gaffen:

All in the Family (Dollar)

April 9, 2015

The best part of the early days of earnings season? Every release is the newest bellwether, and they're all a signal of the current "trend," because there's nothing to act as a contradicting force to only a few data points.

from Morning Bid with David Gaffen:

Lower, no longer

February 23, 2015

This week brings a lot for investors to chew on, including several retailer earnings that should illuminate the path of consumer spending - and from companies that of late have been doing well, including Home Depot and Lowe's, as well as Target, Gap Stores, Kohl's and Dollar Tree. This group will close out the earnings season as they're the laggards in the S&P 500.

from Expert Zone:

Earnings have bottomed, budget to provide future direction

By Aviral Gupta
February 16, 2015

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

from Morning Bid with David Gaffen:

Better Fed than dead

January 29, 2015

The Federal Reserve's policy announcement on Wednesday pretty much reinforced the status quo, which is that the Fed is the immovable object when it comes to markets.

from Morning Bid with David Gaffen:

Burger time

January 22, 2015

Among the struggling companies in the storied Dow Industrials Index sits McDonald’s, which faces a level of competition from myriad regional rivals that it hasn’t seen for some time. These rivals like Habit Restaurants, Five Guys and IPO candidate Shake Shack are offering fresher ingredients (albeit often at a higher cost).

from Morning Bid with David Gaffen:

Like it or lump it

January 21, 2015

The equity market has maintained something of a weak trend of late. Stocks have been uninspiring on days when the market goes up and more impressive in their declines, and the ongoing pain being felt around the globe, manifested in the commodity complex’s weakness, is still too much to bear when thinking about the stock market.

from Breakingviews:

Morgan Stanley rains on its own parade

January 20, 2015

By Antony Currie

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

from Breakingviews:

Volatility is the new weather for Citi and BofA

January 15, 2015

By Antony Currie 

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

from Morning Bid with David Gaffen:

The madness of crowded trades

January 13, 2015

As we enter earnings season, there are some headwinds for various corners of the S&P 500, which itself still hovers just a few percentage points from an all-time high.