Here are the latest reports from CNBCs ‘Trader Talk’.
We’ll see if bulls or bears are right in the second half
Pitting the bulls and bears against each other to see where markets go in the second half of 2016.
Why Brexit could throw a monkey wrench into Q3 and Q4 earnings
Brexit may torpedo any chance of a return to positive earnings growth for the S&P 500 for the year.
Modest rally continues as Q2 comes to a close
Recent advances by market laggards show buying interest and seller exhaustion are driving prices.
Buybacks: Why Brexit came at a bad time for banks
Post-Brexit stock prices continue to decline and big banks may be missing out on low-priced buybacks.
How Brexit changes the earnings equation
Brexit could have far-reaching effects on the earnings equation for the rest of 2016.
Brexit aftermath: Where do markets go from here?
Brexit could be changing the market narrative in a big way.
As Britain decides its EU future, bad weather could rain on markets’ parade
Harsh weather and asymmetric risk could be raining on investors’ anti-“Brexit” parade.
Will Twilio’s successful pricing finally open the tech IPO floodgate?
It’s the year’s first unicorn to go public, and the first IPO to price above its proposed range since December.
Musk’s betting big on the future of solar
Musk has made it clear he wants Tesla to be the next Con Ed of solar energy.
Fed dialing back jobs growth optimism
The market’s main Fed confusion stems from not knowing how much weight the central bank places on external factors like Brexit.
Here’s what the VIX is saying about Brexit and volatility
U.S. and foreign investors have woken up to the fact that a Brexit could become a reality.
The MSCI decision: Is China ready for prime time?
MSCI will announce whether it will include mainland China stocks Tuesday.
Trouble for unicorn IPOs?
The hotly anticipated Line offering could be showing signs of fizzling out—and giving the rest of the unicorns pause before going public this year.
Here’s how GE is using software to change its business model
Digital technology has become more pervasive on the industrial side of the economy, and GE has been in the forefront.
Here’s where fintech is heading next
Fintech has created a host of start-ups intent on stealing market share from old-school banks, but there are plenty of obstacles.
Where do stocks go from here?
The economic data has been poor this morning, though the market reaction has been fairly muted.
Here’s why it’s time to look for breakouts
Normally, when the S&P 500 is less than two percent from a new high, you will see sector breakouts.
China stocks rally on hopes of inclusion in global indexes
Tuesday’s rally appears to be tied to the battle over whether China’s two mainland stock exchanges should be included in the world’s biggest indexes.
Pisani: Equity crowdfunding coming soon for average investors
Mom-and-pop crowdfunding for the average person is about to become a reality.
IPO market still waiting for the big opening
Two months after the market’s bottom, the IPO market is showing precious little signs of life.
Chinese and U.S. metal commodities are both down
The dollar’s 5-day rally & China growth concerns are making for an ugly day in commodities and commodity stocks.
Markets hurt by slow growth, high valuations
After a decent start in the first two months of the year, sales slipped in the second half of March and into April.
April retail sales confirm spring off to a slow start
Several retailers reported April numbers that disappointed.
Investors hope for more clarity from Trump and Clinton
The themes moving the market today remain the prevailing themes for the quarter.
It’s way too early to talk about a correction
So far, this is a modest, garden variety pullback, not even a correction.
Pisani: Here’s the problem for stocks in May
Markets are at risk of mild correction
It’s Google vs Amazon to create the biggest data base in history
Four years after its proposed creation, the Consolidated Audit Trail (CAT) is finally showing signs of life.
The tone from Industrials is modestly more positive
Industrials: there is a change in tone. I’ve been talking this week about watching what the big industrials have to say about the global economy.
Utilities sinking; is it rotation time?
Electric and gas utilities are beginning to report, and analysts I have spoken with have indicated that the warm winter didn’t help any of them.
Record high for S&P 500 on the horizon
Possible upside surprise
Pisani: Is the profit recession about to end?
There is reason to believe the earnings recession could come to an end in the second quarter.
Pisani: The oil drop that didn’t happen
Energy stocks are rallying
Here’s the problem with this earnings season
Stocks are trading at the high end of their trading range and are also expensive.
Bats Global Markets prices its long-awaited IPO
Exchange operator Bats Global Markets on Thursday priced its long-awaited initial public offering at $19.
Why stocks could jump in the next couple weeks
Earnings in focus
Why the China trade data is important for markets
Strong Chinese trade figures, if backed up with additional data, has the potential to be a long-term market mover.
Why the oil price spike is a risk for markets
Traders seemed to have convinced themselves that there will be a deal out of the OPEC meeting in Doha.
The IPO market is finally thawing
Exchange operator BATS Global Markets is scheduled to price its long-awaited IPO, and there’s a lot at stake.
Pisani: Why the markets may decouple from oil
You can argue oil may be decoupling from the markets. Maybe. But the usual suspects that would benefit from a weak dollar are all up.
Lower rate worries weighing on financials
The yen had another move up overnight to 108 to the dollar, a big move considering it was 113 few days ago.
New labor dept rules may spur low-cost investments
New rules from the Department of Labor may urge American investors to offer more lower-cost products like ETFs.
Pisani: New advisor rules may save you money
The RIA space is growing fast, but commissions generate big money for old-school firms.
The impact of the Panama Papers on global markets
The leak of 11.5 million documents relating to offshore accounts could point to more bank scrutiny.
Why volatility is down and why flat is the new up
The Fed’s dovish posture and today’s economic data is a positive for stocks.
Can biotech recover from big slide?
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