Stocktake: Are US stocks cheap?
Inflation brings an added layer of uncertainty to the recent market plunge
Stocktake: Investors will demand a good earnings season
Analysts lowball estimates so companies can beat them by 5-6 per cent
Investors have reason to expect another strong earnings season
Earnings growth could be as high as 30% but there are signs of a more normal year ahead
Stocktake: Wall Street is getting expensive, is it sustainable?
With US stocks trading higher than international markets, can it last?
Stocktake: All eyes on margins and supply chain
First US earnings season in recovery overshadowed by clear risk
Stocktake: How sustainable are global pandemic market gains?
US has earned gains while emerging markets may be extended, one analysis suggests
Stocktake: Volatility continues to frustrate stock markets
September saw double-digit correction, only for stocks to rebound rapidly
Stocktake: Tech stocks suffer but this is no dotcom Mark II
Claims tech stocks’ recent run resembles the dotcom era are wide of the mark
Stocktake: Volatility persists as markets remain nervous
If history is a guide then volatility should abate and stocks should gain over rest of year
Markets show ‘once in 48 years’ show of strength
Time for a pullback? In the bullish 1990s stocks enjoyed five further years of gains
Recession warnings are growing louder
Survey suggests 45 per cent chance of global recession in next 12 months
Stocktake: Volatility disappears as stocks grind higher
Data suggests investors shouldn’t be wary simply because stocks have been strong
Stocktake: Ordinary investors ignore record-breaking bull market
This time it’s different as many investors hold more cash or bonds
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