Investment Strategy


  • Equities Trapped Between Liquidity and 'Weaker' Growth Wednesday, 17 Mar 2010 | 12:40 PM ET

    The Federal Reserve renewed its pledge on Tuesday to keep the benchmark rates near zero for an "extended period." Greg Peters, global head of fixed income research at Morgan Stanley, said he currently finds equities trapped between liquidity and weak growth. He shared his market outlook.

  • More Tech Earnings Surprises Ahead, Say Stock Pickers Wednesday, 17 Mar 2010 | 12:14 PM ET

    Markets opened higher on Wednesday as a drop in inflation at the producer level helped fuel the momentum. Do stocks have further room on the upside? Charlie Smith, chief investment officer at Fort Pitt Capital Group and Jeffrey Phillips, chief investment officer at Rehmann Financial shared their insights.

  • Why Low Volume May Not Be Bearish Wednesday, 17 Mar 2010 | 11:15 AM ET

    Low volume may not be as bearish as it seems. Trading desks have been bemoaning the lack of volume lately, as stocks still drift quietly higher, adding to the market's 60-plus percent move since last March. "There seems like there's no true conviction," said one trader, voicing a widespread concern.

  • Stocks Open Higher as Inflation Gauge Falls Wednesday, 17 Mar 2010 | 10:33 AM ET

    The Dow rose for a seventh straight day Wednesday as a renewed pledge from the Fed for low rates and a drop in inflation at the producer level helped fuel the market's momentum.

  • A Market Melt-Up Wednesday, 17 Mar 2010 | 9:35 AM ET

    The S&P 500 futures is up a couple points again today. Despite the gripes about low volume and low volatility, the market is melting up: the S&P 500 has been up 11 of the last 13 trading sessions.

  • Futures Higher on PPI, Momentum From Fed Wednesday, 17 Mar 2010 | 8:40 AM ET

    Stock index futures were pointing to a positve St. Patrick's Day market open, as a drop in producer prices confirmed the view that inflation poses little threat to the economy.

  • Why Are Options Bullish on Kellogg? Wednesday, 17 Mar 2010 | 7:50 AM ET

    Kellogg is drawing upside option activity as the food company's shares trade in an increasingly narrow range.

  • Charts: Euro Could Jump to $1.45 in Two Weeks Wednesday, 17 Mar 2010 | 7:46 AM ET

    The recent weakness of the euro against the dollar is set to change and the euro could rise to $1.45 in the next two weeks, Chris Zwermann from Zwermann Financial told CNBC Wednesday.

  • Jim Rogers Sizes Up Two Global Bubbles Wednesday, 17 Mar 2010 | 7:40 AM ET
    Jim Rogers

    The euro is unlikely to still exist as a currency over the longer term, the pound will fall substantially in the next few years and US Treasurys and some real estate in China are the world's two current bubbles, legendary investor Jim Rogers told CNBC.com Wednesday.

  • Market Tips: How to Play Low Rates for the Long Term Wednesday, 17 Mar 2010 | 6:58 AM ET

    Global stocks traded in the green on St Patrick's Day Wednesday, in response to a relatively optimistic outlook from the Federal Reserve combined with a pledge to keep interest rates low for an extended time.

  • NYSE traders

    Fed's pledge to maintain low rates may support stocks for now, but analysts say market psychology may eventually be swayed by the growing rhetoric between China and the U.S. on Beijing's currency policy.

  • Pisani: After Fed, 3 More Things to Watch This Week Tuesday, 16 Mar 2010 | 6:54 PM ET

    Federal Reserve done for the moment. What's next? Three factors for the remainder of week: 1) inflation indicators: PPI tomorrow, CPI Thursday. 2) Quadruple witching on Friday. 3) Health care bill is the unknown.

  • Pisani: What the Fed Said — and Meant Tuesday, 16 Mar 2010 | 6:39 PM ET

    The Federal Reserve continues to modestly upgrade the economy, ex-housing. The job market is "stabilizing," business spending on equipment and software has...

  • 2 Big Volume Stocks — and Why They're Moving Tuesday, 16 Mar 2010 | 6:09 PM ET

    Two companies, KLA-Tencor and Dr Pepper Snapple, are seeing their shares moving at levels not reached in years — apparently, for different reasons.  Analysts Patrick Ho of Stifel Nicolaus and David Silver of Wall Street Strategies offered their market intelligence.

  • Is Share Buyback Tsunami an Investor Buy Signal? Tuesday, 16 Mar 2010 | 5:22 PM ET

    Company share buybacks are roaring, at a rate unseen in years. Is that a market buy signal? Mike Holland, chairman of Holland & Co., and Jack Bouroudjian, chief executive of Indexfuturesgroup.com, offered their insights.

  • Leading the Bull Run Tuesday, 16 Mar 2010 | 4:42 PM ET
    Wall Street in Crisis

    In thinking back to last year at this time as the market was just starting to turn, hardly anybody was confident enough to call a bottom.

  • Stocks Finish Higher as Fed Gives Market Lift Tuesday, 16 Mar 2010 | 4:02 PM ET

    Stocks picked up again in the final hour of trading after the Federal Reserve said it would continue to keep interest rates low for "an extended period."

  • house

    Mortgage rates, which many feared would rise sharply when the Fed stops propping up the market, may not budge much, analysts say

  • Volatility Trap: Traders Ignoring 'Huge Event' Ahead Tuesday, 16 Mar 2010 | 12:54 PM ET

    The VIX (CBOE Market Volatility Index) is hovering near its 2-year lows. Does this mean smooth sailing ahead — or dangerous complacency? Paul Britton, founder and chief executive of the Capstone Holdings Group, foresees a "huge event coming up." He offered CNBC his stock market outlook.

  • Pisani: Traders Plan on Steady Rates Tuesday, 16 Mar 2010 | 11:11 AM ET

    Stock futures Tuesday were a couple points higher ahead of the Fed meeting. An informal survey of stock traders indicate that no one is expecting a dramatic change in wording or rates. Most feel that unemployment will stay in the 9 percent range, that inflation will remain in the 1 to (at most) 2 percent range in 2010, and that none of this warrants rate increases before late in the year.