Research
Rate Cuts: How Fast, How Big?
Forget about that half-point cut in September you had heard about, strategists say.
Tag: CFRA
Research
Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?
History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …
Research
Why Stocks Might Rise 10% in 2024, per CFRA’s Stovall
When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.
Market Moves
S&P 500 Earnings Off 1% in Q3, Analysts Estimate
Marking a third straight period of losses, the index’s EPS suffered in financials, real estate, material, health care and energy, a survey finds.
Market Moves
Why September, Usually the Lousiest Month, May Portend a Good Finish for 2023
When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
Market Moves
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Risk
Welcome to September, the Worst Month for Stocks
Over the past three-quarters of a century, the market has lost an average 0.56% during the upcoming month, CFRA data show.
Risk
That Bad First Half Leads to a Decent Final Quarter, History Suggests
After a bad January-through-June spell, CFRA’s Stovall says, markets usually improve by year-end.
Risk
Bear Markets and Recessions Don’t Always Go Together, Says Stovall
Turns out that, since World War II, three bears didn’t lead to a recession, CFRA research shows.
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Asset Allocation
Calendar Effect: What January May Tell Us About the 2022 Market
New CFRA data confirms that if this month goes well, the rest of the year usually does, too.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
Get Ready for the Year’s Best Period: November Through April
CFRA says it has outshone any other rolling six-month stretch since World War II.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.