Neil Wilson's Comment & Analysis
A complete archive of Neil Wilson's articles, including current analysis & comment - Page 5
High inflation and tighter monetary policy seem to be the key drivers for a risk-off session. Stocks are lower in Europe this morning after a smart reversal in the US during the previous session....
Range-bound: Stocks are in a drift phase as the recent rally runs out of steam and investors assess just how much they want to own risk. There is clearly not an overweening buy-the-dip mentality out...
The Atlanta Fed GDPNow model suggests real GDP growth of +0.9% in Q2, down from +1.3% a week ago. Only on May 27th, it was at +1.9%, which as I noted last month was low enough to...
A weaker start for European stock markets this morning following yesterday’s rally reflects the continued tug of war between bulls and bears. The FTSE 100 trades a little below 7,600, whilst the...
European stock markets traded higher on Monday as investors look ahead to a key (aren’t they all?) European Central Bank meeting this week and another key (!) US CPI inflation report. Brent oil...
European stocks traded firmer after a solid session on Wall Street as risk seemed to react relatively favourably to minutes from the last Federal Reserve meeting. The S&P 500 rallied almost 1% and...
Speaking to a couple of knowledgeable sorts yesterday and a recurring theme emerged: what is true innovation? What is a truly impactful stock? Is another streaming app really ‘innovation’?...
It’s been a tough two months for investors. US stock markets have endured 8 straight weeks of losses. The S&P 500 flirted with bear market territory as it made a fresh low for the year but...
Records keep being set and not in a good way. GfK’s Consumer Confidence Index decreased two points to -40 in May, the lowest score since records began in 1974 as inflation hit a 40-year high....
Cost of living: earnings from Walmart (NYSE:WMT) and Target (NYSE:TGT) amounted to a red flag on the health of the consumer and helped send stocks on Wall Street to their worst daily decline since...