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Market Strategy: Archive

John Blank

Here's a Plan to End the Trade War: Zacks September Strategy

End tariffs unilaterally to restore global growth, whilst two sets of negotiations unwind issues. In light of this, when does the self-created U.S. trade war with China end? It likely ends no sooner than the U.S. Presidential election in November 2020.

RHHBYPositive Net Change RCIIPositive Net Change AVYNegative Net Change

John Blank

A Time to Shift Gears: Zacks August Strategy

The latest Q2 GDP report showed us that the consumer is solid, but business fixed investment is lackluster.

HSYPositive Net Change DVANegative Net Change BBYNegative Net Change

John Blank

Bulls Focus on S&P 500 Earnings: Zacks June Strategy

Look back at the multiple years' sequence of annual positive share returns. Then look ahead at forward earnings fundamentals -- you gain the best perspective.

VSATNegative Net Change PPCNegative Net Change CERNPositive Net Change

John Blank

Here's What the U.S. Needs to Focus On: Zacks May Market Strategy

The U.S.-China trade war is being cast as a "Big Solution" for the USA. But Zacks Senior Strategist John Blank wants to turn to the real Big Topic.

MOHPositive Net Change CMCSAPositive Net Change

John Blank

Manufactures Needed for Our Independence: Zacks April Market Strategy

Resolving the U.S.-China trade war. That is a key fundamental earnings and revenue growth factor underpinning the next leg of this long U.S. bull market.

KNNegative Net Change AVAVNegative Net Change ANTMPositive Net Change

John Blank

Stuck at 2800: Zacks March Market Strategy

Welcome to March. A relatively uninspiring period for the S&P 500 index has gotten underway. This key large-cap index is now trading in a tight range.

WMMVYPositive Net Change ENSGPositive Net Change AIRYYPositive Net Change

John Blank

When Does a Trade Deal Happen? Zacks February Market Strategy

Trade war tariff damage. Caution tied to policy uncertainty. Those are the biggest factors holding back stock prices globally. On the U.S. China trade war, here are my three scenarios and their probabilities.

PORPositive Net Change MOHPositive Net Change LBRDANegative Net Change BABANegative Net Change

John Blank

A Bullish 2019 Is Here: Zacks January Market Strategy

This huge share price struggle is more about the clouds of policy uncertainty hanging over 2019 than it is about the present state of macro data -- or earnings, for that matter.

ROKNegative Net Change MYGNNegative Net Change CMEPositive Net Change

John Blank

It's Time for Win-Win Trade Policy: Zacks December Strategy

What of 2019 returns? We shall see. A broad stock valuation re-set (nearing a year in length now) can be a good setup for another broad leg-up and a share price recovery.

ERICPositive Net Change ENSGPositive Net Change EIGNegative Net Change

John Blank

A Horror of a Month: Zacks November Market Strategy

On Nov.1st, the S&P 500 traded at 2711. Thirty days earlier, the S&P 500 traded at 2920. We lost 209 points, and went -7.1% lower.

TTEKNegative Net Change MOHPositive Net Change

John Blank

A Trade Deal, International Stocks and Fragile Finance: Zacks October Market Strategy

There exist a very wide range of themes underpinning this market's trading, going forward. Reflecting on how they may intertwine in the near future would be a great help.

DCINegative Net Change CCRPositive Net Change

John Blank

Four Keys to the U.S. Bull Market: Zacks SEPT Market Strategy

Zacks Chief Strategist John Blank provides four key points to all traders and investors in U.S. stocks this fall.

TPositive Net Change MOHPositive Net Change CYPositive Net Change

John Blank

Strong Earnings in Surprising Sectors: Zacks August Strategy

The simplest way to summarize the aggregated Q2 company data is that both earnings growth and revenue growth have been strong, as expected.

STMNegative Net Change QCOMNegative Net Change HCANegative Net Change

John Blank

A Time for Trade Wars: Zacks July Market Strategy

It must be that is the U.S. economy is doing fine. But the global stock markets are reeling from the ramp up of multiple trade wars.

MROPositive Net Change MITSYNegative Net Change CRMTNegative Net Change

John Blank

No Spending Lift from the Consumer? Zacks June Market Strategy

Real Personal Consumption expenditures has been strikingly weak in this recovery. A peak of +3.9% in Real PCE happened in Q1-2015. This growth rate has been sliding down ever since.

SNPPositive Net Change RSNegative Net Change ADUSPositive Net Change

John Blank

An Industrial "Upgrade" Cycle Arrives: Zacks May Strategy

Stronger growth around the globe means companies spend more on new machinery, see increased cargo demand on railroads, and profit from an increased pace of automation.

SIMNegative Net Change KLACNegative Net Change HSCPositive Net Change

John Blank

Time for Political Theater: Zacks April Market Strategy

There are 60 days to go before major China tariffs are to be imposed. Until then, watch the China-U.S. trade negotiations undertaken by the U.S. Treasury.

WRKPositive Net Change SBGSYNegative Net Change

John Blank

Swift Boat in the Form of Tax Cuts: Zacks March Market Strategy

The first quarter of 2018 marked the largest increase in the bottom-up EPS estimates over the first two months of a quarter since tracking began.

XPONegative Net Change TOELYNegative Net Change ALLYNegative Net Change

John Blank

The Anatomy of Corrections: Zacks FEB Market Strategy

This month, the hot stock strategy topic was obvious: the sudden sell-off of U.S. stocks. Chief Strategist John Blank took a deep dive into the anatomy of both Bear and Bull markets, and the interregnums to stock market upside.

LRCXPositive Net Change FMNBNegative Net Change

John Blank

Creative Destruction or Trade?

Can you call it? What deep levers cause this U.S. economy's dynamics.

SUOPYNegative Net Change GSBCNegative Net Change GOLFNegative Net Change

John Blank

Hidden Plots: They Scare Stocks, Raise Oil and Flatten Inflation

Policy and politics! That's the hidden reality I see as summarized in Latin as "Deus Ex Machina," or "The God in the Machine."

PIINegative Net Change INTCPositive Net Change BCCNegative Net Change

John Blank

Exposure to the World Matters: Zacks NOV Strategy Update

S&P500 companies got over 43% of revenues from abroad; the overall rate for 2016 was down from 44.3% in 2015 and 47.8% in 2014 -- 2017 will surely be better!

KURRYNegative Net Change CRAYPositive Net Change

John Blank

What Is the Greatest Threat to Our Nation?

What is Zacks Chief Strategist John Blank thinking hard about? The big policy issues most investors to this publication would like to know more about: U.S. trade and tax decisions.

SEKEYNegative Net Change PKOHNegative Net Change HMCNegative Net Change

John Blank

This Business Cycle IS Different! Zacks September Market Strategy

Stocks are going to be the only place to be for another 2 years, or until the U.S. sees an actual downturn in output.

MOVNegative Net Change KMTUYNegative Net Change CHAPositive Net Change

John Blank

Get Critical About Earnings Season: Zacks August Strategy Report

It's time to employ some critical thinking: Is 9.4% annualized earnings growth out of line? Is the present S&P 500 forward 12-month valuation of 17.7 out of line?

MUPositive Net Change FSNUYNegative Net Change ELUXYNegative Net Change