Markets

2015 markets outlook

Some Wall Street pros are already coming out with their outlooks for the markets in 2015. Dominic Chu takes a look at the early trends for the new year.

Patti Domm | CNBC
OPEC headquarters in Vienna, Austria.

Oil gushed higher on China’s surprise rate cut but also as traders increased bets that OPEC will have no choice but to cut production when it meets on Thanksgiving Day. China’s central bank cut rates for the first time in more than two years, firing up a global risk rally that was also driven by …

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Traders on the floor of the New York Stock Exchange.

Blow-away Philly Fed data at a 1993 level, slightly stronger consumer inflation data, a surprise jump in home sales and still sub-300,000 weekly jobless claims. None of it has even ruffled the bond market. Treasury yields stayed around levels they were at all morning Thursday, but the volume was higher than usual. The cash market …

CalSTRS investment strategy

Find out how the head of CalSTRS, the nation’s second largest public pension fund, is investing in this market.

Stocks since the lows

Bob Pisani tells us what’s been driving the markets sharply higher since the October 15th lows.

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A worker polishes a 2015 Ford Mustang on Aug. 28, 2014 in Flat Rock, Mich.

October’s employment report shows steady jobs growth; a slow decline in the unemployment rate and no signs of wage pressures—a solid formula that does little to change expectations for the economy or the Fed. The Labor Department said Friday 214,000 nonfarm payrolls were added in October, and the unemployment rate fell to 5.8 percent from …

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Traders on the floor of the New York Stock Exchange.

U.S. stocks opened higher on Thursday, extending records as investors welcomed upbeat economic reports in the U.S. and assurances from European Central Bank President Mario Draghi that the ECB would adopt further easing measures, if needed. Speaking at a news conference after the ECB held its key interest rate at record lows, as expected, Draghi …

Will it be a November to remember?

November historically starts the best six-month period for the stock market, but will this time around be different?

Stocks rally after a wild October

October was essentially two months in one. The first: a pullback like we haven’t seen in some time. The other: a fierce comeback.

Lucas Jackson | Reuters
Traders work on the floor of the New York Stock Exchange.

The double upside whammy in Japan has implications for global stocks. The Bank of Japan announced additional purchases of government bonds, but the real market mover was the announcement that the country’s Government Pension Investment Fund would put half its assets in stocks and cut its holdings of government bonds by a third. And we …

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Trader on the floor of the New York Stock Exchange.

There are basically two main uses for surplus corporate cash. One is reinvestment in the business, like building new factories, hiring more workers, and spending on research and development. The other is to return money to shareholders, either through dividend payments or stock buyback programs. These days, it’s become more difficult for some investors to …

Brendan McDermid | Reuters
Trader on the floor of the New York Stock Exchange.

U.S. stocks surged on Thursday after heavy-equipment maker Caterpillar boosted its full-year profit outlook and an unexpected increase in euro-zone manufacturing eased worries about the global economy. Thursday’s economic reports had the four-week average of Americans filing for jobless benefits dropping to a 14-year low. The Conference Board’s index of leading indicators for September is expected …

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A trader works on the floor of the New York Stock Exchange.

U.S. stocks turned lower on Wednesday, following the S&P 500’s biggest jump in a year, as investors considered quarterly earnings from Yahoo and other companies and the shooting of a soldier in Ottawa and reports of gunfire near Canada’s Parliament. “It hits close to home, and with everything going on in the world, perhaps it’s a …

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Investors daring enough to buy last week’s dip could have reaped big rewards from a cluster of large cap stocks. As of Tuesday’s close, 32 stocks in the S&P 500 have surged more than 10 percent since the market’s low on Oct. 15. The best S&P performer since the low is Chesapeake Energy. Shares have …

Stocks rally

What’s driving the latest rally and are the steep drops we saw last week behind us?