Copper is swooning to its lowest levels in a year as Chinese demand wanes. However, it's not just copper.» Read More
Tuesday's trading volume was heavy but not as bad as Monday's. In other words, selloffs are coming on greater breadth than rallies.
For the moment, the markets are a bit calmer. Asia was weak overnight, but U.S. stocks opened in positive territory.
First, the good news: we have safely put January behind us. Now for the bad news.
The markets will continue to grapple with emerging market fallout, due to lower liquidity stemming from the Federal Reserve's tapering policy.
Thursday is the biggest earnings day of the quarter, with roughly 10 percent in the S&P 500 reporting results.
We are at one of those strange moments in modern trading where an obscure currency is the proxy for an emerging market crisis.
Authorities have been vague about what is going on, but take a look at this comment from Stanley Black & Decker CEO John Lundgren.
Turbulence in emerging markets has become the main course for what has been a rather unappetizing start to 2014.
Chinese manufacturing dropped notably in January, with major components all logging declines.
We got an earnings report from IBM, and the picture they paint isn't pretty. The technology bellwether had a rough quarter.
IBM earnings after the close are important. They've missed the last couple times, and traders say the company may be primed for a beat.
It's bad enough to have an earnings miss, but guiding lower before earnings even come out can be a real momentum killer.
The S&P 500 closed at an historic high on Wednesday, underscoring how pullbacks remain shallow.
December retail sales data was actually mixed, but Internet sales are soaring.
Retailers responded to weakness last year with deep discounts and promotions. Still, the softness is creeping into January.
Macy's is becoming an innovator, but don't expect that to carry through to other retailers.
Earnings season begins with hopes for improving guidance, with the improving economy leading to a better outlook for corporate profit.
The belief that 2014 will see higher interest rates is the primary story so far.
The biggest problem with the stock market is that participants think there's something wrong if stocks don't go up every day!
We start the first full trading week of 2014 with Asia notably weaker. Overnight, Japan and China's benchmarks buckled.