There's increasing concern about earnings at tech companies, which haven't really shown any signs of a recovery. |
There's not disappointment here, but also nothing to move the market. We still hold out hope for reform and will continue to watch developments carefully. |
U.S. stocks started off the year posting broad gains on the opinion that interest-rate increases are coming to an end. Taking cues from that, Japanese stocks ... with a focus on high-tech issues, are likely to move higher. |
We should take a step back today, given rising tensions over North Korea and the subsequent fall in New York. And after rising last week for no fundamental reason, we may be due for a fall. |
While the stronger yen threatens to eat into the profits of exporters, it's also attracting foreigners by increasing their dollar-denominated return, |
While the stronger yen threatens to eat into the profits of exporters, it's also attracting foreigners by increasing their dollar-denominated return. |
You can't ignore the fact that concerns about U.S. economic growth are starting to spread. We've reached a point where it's hard to justify aggressive buying from here. |