No signs of fear in markets as ‘taco trade’ leads us stocks back to highs

Parents of young children, and pet owners, often start to worry when they have been enjoying an unusually long period of silence. Investors are experiencing a similar sensation. Markets seem calm, wit

A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w

European cyclicals are trading at a three-decade high relative to their non-cyclical counterparts

A strong earnings season across the Atlantic has shifted the debate a touch

These are interesting times for Chinese stocks

Did you sell in May and go away this year? I do hope not, because we have often pointed out that seasonal investing is nonsense. The notion that stocks are weaker between May and September is thought