[Barron's] The Brief UPDATED JAN. 13, 2020 12:53 PM ET On the Go. The three main U.S. stock indexes were trading higher as investors looked ahead to the signing of the preliminary U.S.-China trade deal on Wednesday. Corporate earnings will begin to come into play this week.
The U.S. and China are set to sign a much-anticipated “phase one trade deal” on Wednesday, a move that is expected to quell the threat of further tariffs—at least for a while. But certain sectors and companies could still see plenty of volatility as the U.S. and China wrangle over their relationship in areas beyond trade.
Markets have already rallied since President Donald Trump heralded the deal in the Oval Office last month. The iShares MSCI China ETF (ticker: MCHI) is up almost 9% over the past month, compared with a 3.2% gain for the S&P 500.
The full details of the 86-page deal haven’t been disclosed, but ...
China Eases Relations With Seoul as U.S. Deal Awaits ALEX FREW MCMILLAN Jan 13, 2020 12:00 PM EST
Beijing appears to have eased up on its ban on tour groups and individual travel to South Korea. Watch Korean consumer stocks in 2020 if that continues.
The Market's Generals Are Marching Higher -- but the Troops are Lagging HELENE MEISLER Jan 13, 2020 6:00 AM EST
As the small- and mid-caps lag vs. large ones, we see that the Top 5 stocks in the S&P 500 account for 17% of the index -- here are the three ways this could shake out.
My FB 3 years ago: What Alibaba’s Jack Ma Can Teach Xi Jinping Ma’s meeting with Trump offers Beijing a blueprint to combat anti-China views and avert a trade war.
Does a top-heavy market make it harder to pick stocks? Apple is 5% of the S&P.
Scott Black: It’s 4.55%, actually, but who’s counting? To your point, the top five stocks— Apple [AAPL], Microsoft [MSFT], Alphabet, Amazon, and Facebook, are 16.7% of the total weighting. ...
The bottom line is that while concern about tariffs on Chinese goods may receded for a while, the ups and downs in the Beijing-Washington relationship aren’t going away. The uncertainty is likely to keep companies caught in the middle on edge as they try to plan their investment spending.
The Brief UPDATED JAN. 13, 2020 12:53 PM ET On the Go. The three main U.S. stock indexes were trading higher as investors looked ahead to the signing of the preliminary U.S.-China trade deal on Wednesday. Corporate earnings will begin to come into play this week.
"The government of Iran must allow human rights groups to monitor and report facts from the ground on the ongoing protests by the Iranian people," Trump tweeted in English and Farsi. "There can not be another massacre of peaceful protesters, nor an internet shutdown. The world is watching."
UPDATED JAN. 13, 2020 12:53 PM ET
On the Go. The three main U.S. stock indexes were trading higher as investors looked ahead to the signing of the preliminary U.S.-China trade deal on Wednesday. Corporate earnings will begin to come into play this week.
The full details of the 86-page deal haven’t been disclosed, but ...
JIM CRAMER
Jan 13, 2020 2:00 PM EST
What if a stock is being propelled by actual events or changes?
ALEX FREW MCMILLAN
Jan 13, 2020 12:00 PM EST
Beijing appears to have eased up on its ban on tour groups and individual travel to South Korea. Watch Korean consumer stocks in 2020 if that continues.
JIM CRAMER
Jan 13, 2020 8:29 AM EST
The maker of athleisure apparel unveils an upside surprise that illustrates how spending by people of means benefits higher-end names.
HELENE MEISLER
Jan 13, 2020 6:00 AM EST
As the small- and mid-caps lag vs. large ones, we see that the Top 5 stocks in the S&P 500 account for 17% of the index -- here are the three ways this could shake out.
夜已深了，我對今天傍晚參訪Google台北總部，仍然要發表一點感想。兩年前到Google舊金山的Google總公司參訪，我們一行人和Google來自台灣的員工在總部園區邊走邊聊，逛了一整個下午，留下深刻印象。這次也想看看Google在台灣到底做那些事？
Ma’s meeting with Trump offers Beijing a blueprint to combat anti-China views and avert a trade war.
Scott Black: It’s 4.55%, actually, but who’s counting? To your point, the top five stocks— Apple [AAPL], Microsoft [MSFT], Alphabet, Amazon, and Facebook, are 16.7% of the total weighting. ...
300 views•Jan 10, 2020
UPDATED JAN. 13, 2020 12:53 PM ET
On the Go. The three main U.S. stock indexes were trading higher as investors looked ahead to the signing of the preliminary U.S.-China trade deal on Wednesday. Corporate earnings will begin to come into play this week.