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Spoken Word: Archive

John Blank

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

NSANYNegative Net Change KMTUYNegative Net Change PCRFYPositive Net Change

John Blank

Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?

The S&P500 forward 12M P/E multiple is at a high 18.9.

KMBNegative Net Change URBNPositive Net Change SIEGYNegative Net Change

John Blank

Where Might 2024 Investors Harvest Returns?

One source for those answers: Chief Investment Officers (CIOs).

VMCNegative Net Change MLMNegative Net Change ZBHNegative Net Change

John Blank

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

FPositive Net Change CMGPositive Net Change MNSTPositive Net Change

John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

MARPositive Net Change MCDPositive Net Change BKNGPositive Net Change

John Blank

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

KRPositive Net Change FDXNegative Net Change MSGSPositive Net Change

John Blank

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

STMNegative Net Change SENegative Net Change IFNNYNegative Net Change

John Blank

What to do with the Real Estate sector?

Shorts have been pounding away. Where to from here?

BIDUNegative Net Change IRNegative Net Change BIONegative Net Change

John Blank

Only Electric Autos in 10 Years' Time?

And a few more macroeconomic thoughts, along with that.

CRMNegative Net Change NVONegative Net Change METANegative Net Change

John Blank

Will Another Shoe Drop on the Regional Banks?

The U.S. monetary and bank regulatory system has plans, if it does.

GWWNegative Net Change ADRNYNegative Net Change LVMUYNegative Net Change

John Blank

How Will the U.S. Economy Hold Up This Year?

It's always time for a 'recession' update.

CDNSNegative Net Change MELINegative Net Change BOUYFNo Net Change

John Blank

Talking About Headwinds and Tailwinds

What keeps this stock market range-trading.

RSPositive Net Change NGGPositive Net Change SWGAYPositive Net Change

John Blank

An Update on the Q4 Earnings Season

It's time for the latest perspective, coming from the data.

LRLCYPositive Net Change BABANegative Net Change LVMUYNegative Net Change

John Blank

How Did COVID Reshape the Labor Markets

The latest research focuses on retirees.

NVONegative Net Change SAPNegative Net Change STLANegative Net Change

John Blank

What Lies Ahead for the U.S. and Global Economies?

A New Year approaches, with worry abundant.

CCHGYPositive Net Change DCPPositive Net Change YAMHFNegative Net Change

John Blank

Will We See a Santa Claus Rally?

This year, the S&P500 at 4,000 is tough resistance.

HALNegative Net Change IBKRNegative Net Change CSGPPositive Net Change

John Blank

Concerned About a "Boom-Bust" in Housing?

The current U.S. housing market isn't a one-size-fits-all situation.

WRBNegative Net Change TSNegative Net Change ZSNegative Net Change

John Blank

Did Midterm Voters Help Stocks Out?

They usually do. Markets don't like political uncertainty.

HALNegative Net Change LPLANegative Net Change MEDPNegative Net Change

John Blank

Consumer Price Inflation Really Matters

What CPI index groups should you consult?

MKGAFNegative Net Change ECNegative Net Change BDORYNegative Net Change

John Blank

A Look Ahead to 2023

2023 is the forward look now.

SONegative Net Change VLONegative Net Change FTNTNegative Net Change

John Blank

5 Big Tech Tickers

What role they play, now, in the tale of the tape.

BRK.BPositive Net Change CDNSNegative Net Change JDNegative Net Change

John Blank

U.S. Macroeconomic Forces in Play

How to see the big macro insights.

STMNegative Net Change ALBNegative Net Change ANETNegative Net Change

John Blank

4 Giant Converging U.S. Tech Groups

Can 4 monster U.S. tech groups keep the S&P500 afloat?

STMNegative Net Change EPAMNegative Net Change ANETNegative Net Change

John Blank

Data We Trade On: Consumer Price Inflation

Are U.S. prices slowing, or not?

BPNegative Net Change KOFPositive Net Change HSBCNegative Net Change

John Blank

Financial Market Cycles

Where is Fed Chair Powell taking the U.S. economy?

NTESPositive Net Change AVGONegative Net Change PROSYNo Net Change