Fund managers turn bullish on European stock market rally
Read more at Financial Times
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What Global Fund Managers Expect on the Stock Market, Fed and Recession in 2025: ‘Long stocks, Short Everything Else’
Bank of America’s latest fund manager survey showed cash levels at a 15-year low.Inc. - 1d -
The market is at the last stage of the bull cycle — but that may take a while. Here are three stocks from this value-focused manager.
Get ready for the “first year of the last leg of the bull run,” says ValueWorks’ Charles Lemonides.MarketWatch - 1d -
This fund surged 40% last year. The manager now likes Netflix and these two stocks.
T. Rowe Price’s Anthony Wang talks about what he needs to keep his Science & Technology Fund outperforming.MarketWatch - Feb. 13 -
Stock-market rally says Trump tariffs more ‘bark than bite.’ Investors beware.
Who’s afraid of a global trade war? Not Wall Street, apparently.MarketWatch - 6d -
Bitcoin’s weakness may mean the U.S. stock-market rally isn’t sustainable. Here’s why.
Bitcoin’s recent weakness may indicate that the U.S. stock rally is more fragile than it seems.MarketWatch - 19h -
Super Micro’s stock is its most overbought in a year. Here’s why that’s bullish.
Super Micro’s stock has soared till it has become the most technically overbought in a year, but that hasn’t deterred bulls in the past.MarketWatch - 21h -
Gen Z has turned against taking middle management roles
Being the boss is seen as a thankless slog by the youngest cohort of employeesFinancial Times - 3d -
Struggling Chinese builder Vanke turns to state managers to ‘stop the decline’
Default of property developer so closely linked to government would be blow to economic confidenceFinancial Times - 17h -
DoorDash’s stock rallies as demand forecast tops expectations
Food-delivery app DoorDash Inc. on Tuesday forecast a key demand metric to come in above Wall Street’s expectations for the first quarter, as it adds more grocery stores to its platform to ...MarketWatch - Feb. 12
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Germany’s chance for a revival
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Walmart points to ‘uncertain time’ with warning of weaker sales growth
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ECB’s annual loss hits record €7.9bn
Loss reflects higher interest payments made to national central banksFinancial Times - 3h -
Baltic self-sufficiency is a warning for Washington
Rendering US military support good-to-have rather than need-to-have will diminish America’s global influenceFinancial Times - 3h -
Trump rushes to meet Putin’s demands on Ukraine
Also in today’s newsletter, can Europe defend itself without help from the US?Financial Times - 5h
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