A trader works on the floor of the New York Stock Exchange. Photograph: Drew Angerer/Getty Images

American chief executives are more confident than at any time over the last 45 years. That’s a good sign for the US economy, but not necessarily for i(...)

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(...)

Federal Reserve chief  Jerome Powell  has come under pressure from markets and Donald Trump to cut rates. Photograph: Reuters/Brendan McDermid

Stocks may be flying high in 2019 but analysts aren’t nearly as cheery as investors right now. According to Citigroup’s earnings revisions index, anal(...)

Microsoft co-founder Bill Gates said he would short bitcoin if there was an easy way to do it. Photograph: Rick Wilking/Reuters

Bill Gates last week said he would short bitcoin if he could, prompting early bitcoin investor Tyler Winklevoss to point out that anyone who wants to (...)

Bullish sentiment, as measured by the weekly American Association of Individual Investor polls, has averaged less than 37 per cent since the rally began in 2009. Photograph: Michael Nagle/Bloomberg

Market bears insist this ageing bull market, now the second-longest in history after celebrating its ninth birthday this month, is past its sell-by (...)

Amid the ongoing agonising about US inflation and the interest rate outlook,  stocks are enjoying a very fine earnings season. Photograph: Getty Images

The herd instinct is alive and well, judging by the latest Merrill Lynch monthly fund manager survey. In recent months, the percentage of fund manager(...)

December has traditionally been the strongest month for stocks and money managers will be eyeing another Santa Claus rally. Photograph: Getty Images/iStockphoto

Never mind the five American FAANGs (Facebook, Amazon, Apple, Netflix and Google) – wherever you look, technology stocks are soaring. Last week, Chine(...)

“Stocks have more than tripled since March 2009, with six of the last eight years producing double-digit returns.” Photographer: Michael Nagle/Bloomberg

An S&P 500 advance in 2017 would mark nine consecutive years of gains – a winning streak almost unparalleled in market history, equalling the 199(...)

Just as there’s no evidence that a low Vix is bad for stocks, there’s no evidence for the notion the current momentum reflects some unsustainable advance. Photograph: Brendan McDermid/Reuters

The Dow Jones Industrial Average did something last Thursday it hadn’t done for almost two weeks – it declined, ending a run of nine consecutive daily(...)

An American flag flying outside the New York Stock Exchange. Earnings are forecast to decline by 5.4 per cent, but the true figures are unlikely to be that bad.  Photograph: Eric Thayer/Bloomberg

The US earnings season has begun. Analyst expectations are low, with stocks forecast to post their fifth consecutive quarter of lower year-over-year p(...)

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