We’ll see if bulls or bears are right in the second half

As the first quarter comes to a close, one sector notably stands out in the negative column: biotech.

Here’s how earnings declines affect stock markets
Declining earnings in the first quarter may not lead to falling stocks, according to market history.

Pisani: Here’s what’s next for stocks
Yellen comments a shot in the arm for a market that is modestly overbought and oversold.

Pisani: Yellen’s dovish comments move markets
Stocks up, dollar down after Yellen speech

Pisani: Why we’re—still—waiting for the market
Market conditions are improving, but we’re still not seeing any IPOs. Here’s why.

Pisani: Market risk may be changing to downside
The market is not cheap, and earnings have an unusually high degree of uncertainty.

Finding a better way to do economic forecasting
Why is economic forecasting still so bad? Many feel that the tools being used to make the forecasts are simply inadequate.

How stocks reacted amid confusing Fed message
The dollar index has now risen four days in a row, and commodity stocks are under pressure as certain Fed speakers try to keep rate hikes on the table.

Pisani: Oil may be moving in the right direction
Oil’s rise boosting stocks

Pisani: Is the pain trade still higher?
We need to move sideways before we have a shot at another leg up. Otherwise, you quickly get into oversold territory.

Pisani: Sell the rally? Blame the weak dollar
Strong oil, weak dollar drive market

Why Trump, Sanders may be looming over the Fed
The Fed gave the market everything it wanted, yet the market hardly took off.

Deutsche Boerse finally makes a bid for LSE
The deal would create the largest exchange in Europe, with a market cap close to $30 billion.

Street Explained: Do elections matter for the market?
CNBC’s Bob Pisani explores the correlation between presidential elections and the stock the market.

Why FOMC statement still poses market risks
While the Federal Open Market Committee may not make any significant changes in policy, it could still rock markets.

Utilities lead the way in Q1: Why that’s a problem
Utilities and telecommunications continue to post gains and are far and away the biggest gainers this quarter.

London Stock Exchange is for sale: Who will get it?
Stock exchanges do not come up for sale very often; one as large and prestigious as the LSE even less often.

What’s next? Why the pain trade may still be higher
We are approaching the end of the quarter, so these upside days will force in traders who are under performing.

Jamie Dimon, the stock picker?
It was one month ago—Feb 11—that the market bottomed. One factor was likely JPMorgan CEO announcement that he had purchased $26.5M of JPM stock.

Did Mario Draghi make a communication error?
What happened to our rally? Stocks in the U.S. and Europe initially rose, the euro weakened as Mario Draghi checked all the boxes that were expected.

Pisani: Putting a price tag on oil & gas drillers
We have absolutely no idea what the business will be like six months from now.

Is the IPO market about to finally open up?
The two most important indicators of the near-term IPO market, recent IPO prices and the overall market, have dramatically turned around.

Pisani: Are the iron ore and oil rallies for real?
Oil rally decreases deflation worries

Why the ‘pain trade’ may still be higher
The stock rally from the Feb. 11 low had a tenuous feel to it, but we have entered a new, higher “Goldilocks window.”

Today’s weakness: Why we need oil stabilization at $30
Oil is a big wildcard, and without stability we will have no peace in the markets.

What’s needed to get the IPO biz going again
The IPO market is in tough shape: only 4 IPOs, 85 percent fewer than last year, according to Renaissance Capital.

The good and bad news about oil stock buying
How much more demand is there for these exploration and production names?

Rally time? Some think so, but be careful
Making a call that stocks have found a bottom, even for the short term, seems premature despite a three-day rally.

Stocks rally despite weak oil: What’s up?
There’s high-level talk on three of the four issues that are worrying the markets.

Pisani: Do you believe these markets?
Stocks rally to end week as oil logs big gains

Dimon not the only bank exec buying back stock
Insiders are buying as bank stocks sink 20 percent on average and most big banks trade at a discount to tangible book value.

Street Explained: Fallout from negative rates
CNBC’s Bob Pisani explains the potential implications of negative yields in the U.S.

Pisani: Share buybacks increase: Good news?
There are several signs we are seeing somewhat more aggressive buyback announcements than usual.

Art Cashin’s annual Christmas poem
Trader Talk presents the annual Christmas poem of Art Cashin, UBS director of NYSE floor operations.

Value vs growth is the investment debate for 2016
It’s easy to argue for a short-term pop in energy and materials. Making a shot at value as a strategy for 2016 is a tougher sell.

ETFs are again beating mutual funds, here’s why
Despite the market fluctuations, it was another big year for ETFs in 2015.

Can Ferrari get back its luster in 2016?
Ferrari was one of the highest-profile IPOs of 2015, but after a big splash, the stock dropped below its initial price.

Art Cashin’s New Year’s poem
Trader Talk presents the annual New Year’s poem of Art Cashin, UBS director of NYSE floor operations.

IPOs 2016: Why tech is the IPO sector to watch
There were few tech IPOs in 2015, partly due to the poor IPO market and to a tsunami of private money.

China’s new circuit breaker may have worsened drop
The existence of circuit breakers and concern the Chinese market would close early may have exacerbated a sell-off.

Pisani: Why the market drop? It’s not just China
Stocks slide to start new year

A bad opening day for the year, but …
Market hangovers haven’t lasted if we look at past performance.

2016 markets looking a lot like 2015
There has been lots of technical damage in the first three days of the year.

Chinese actions exacerbating the sell-off
China’s stock market structure may itself be exacerbating the selloff.

Here’s what to watch for markets on Friday
US stocks gain, but China worries weigh. Here’s what investors should watch for on Friday.

Here’s why we have a bounce with no enthusiasm
Here in the U.S., market internals are all consistent with at least a short-term bounce.

Earnings recession continues, but the consumer is OK
S&P 500 earnings are poised for another quarter of negative growth, but the big positive will be the strong U.S. consumer.

Pisani: Why the market is adjusting stock prices
Short term, there are two things that are moving the markets: 1) oil, and 2) fears of a currency war.

Pisani: Bowie was musical, financial innovator
A look at David Bowie’s lasting legacy as both a musical and financial innovator.

Why ‘lower for longer’ is hurting commodity stocks
Commodity companies like Freeport McMoran may have great assets, but they also have huge amounts of debt.

Pisani: Why Q4 earnings season made a poor start
Global slowdown taking toll on U.S. companies.

Here’s why we haven’t hit a bottom yet
China and oil volatility coupled with weak earnings are just a few issues weighing on markets.

Why today is an important day for the markets
Important for stocks to hold gains

One strategy that has had some success in 2016
One of the most frustrating—and unsuccessful—quests in 2016 has been the Search for a Successful Strategy.

Pisani: Is the market turnaround capitulation?
Possible, though in bear markets, you always get rallies.

Pisani: Why I’m not enthusiastic about this rally
This is one tough, nasty, skeptical market.