A lot of optimism was clearly baked into market prices, given the fact investors have shrugged even as companies trounced expectations

For companies, it’s turning out to be an earnings season to remember; for investors, not so much. Companies usually beat expectations, but not to thi(...)

JPMorgan strategist Michael Cembalest warned about the dangers of listening to forecasters “whose apocalyptic comments spread like wildfire”. Photograph: iStock

A year ago, JPMorgan strategist Michael Cembalest warned about the dangers of listening to the “Armageddonists”, the forecasters and money managers “(...)

A feature of the current market dynamic is index buying, whereby investors or funds buy indices rather than individual stocks to better spread risk and/or capture market trends. Photograph: Kimimasa Mayama/EPA

March 17th, 2008, is an infamous day in Irish financial history. It was the moment international markets zeroed in on our banks and their toxic exposu(...)

A bear statue faces a bull statue outside the Frankfurt Stock Exchange. Photograph: Peter Juelich/Bloomberg

You can count on stocks to beat bonds over the long haul. That, at least, is the common wisdom, and much of the time it has even been true. But not o(...)

Were bears ‘right’ when warning of imminent collapse every year of the last decade? Photograph: Getty Images

I wasn’t wrong – I was early. That’s the message emanating from many market bears in recent weeks. Mocked over the last decade for sitting out the lo(...)

Bull and bear, symbolic beasts of market trend.

Just as rate cuts shouldn’t be seen as a market panacea, big market gains shouldn’t be viewed as evidence that all is well once more. The S&P 500(...)

 ‘US markets halved in 2000-02 and again in 2007-09, but you have to go all the way back to the 1930s to find the last time stocks more than halved in value.’ Photograph: Eduardo Munoz Alvarez/Getty Images

Markets are doomed. Again. Warnings of looming Armageddon have become routine over the last decade, so it wasn’t surprising to hear another apocalypti(...)

A view of  the New York Stock Exchange on August 14th. Photograph:  REUTERS/Eduardo Munoz

Stock markets globally were glad earlier this week to see that Donald Trump wasn’t prepared to cancel Christmas. Equities, which have had a bumpy ris(...)

Despite increased recession concern and flat to negative corporate earnings and revenues, the S&P 500 enjoyed its best first half to a year since 1998. Photograph: Johannes Eisele/AFP/Getty Images

Recession talk continues to grow louder but stock markets keep hitting new highs. Are the warnings over-hyped or is a 2020 recession a real possibilit(...)

President Donald Trump. Photograph: Doug Mills/The New York Times

The S&P 500 enjoyed its biggest one-day gain since January last Tuesday after Federal Reserve chief Jerome Powell indicated he was open to cutting(...)

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