S&P 500 ends at a historic high as stocks stage slow, steady climb higher. The problem: stocks have stalled around these levels.» Read More
Thursday's markets will navigate data on jobs, housing and inflation, but traders may be most interested in something else.
Big investors are reporting their quarterly holdings, offering a glimpse into what some of the big fish were buying and selling during the first quarter.
The 10-year Treasury is facing a huge drop in yield and a flight from risk, one analysis showed.
Even as stocks extend their mostly uninterrupted path higher, fund managers are holding big amounts of cash, worrying about China and a commodities crash.
Stocks could go down 10 to 15 percent as soon as the Fed tightens its bond buying, but the "fat, dumb and happy" central bank won't do that just yet, a strategist tells CNBC.
Japanese equities have risen a "bit too fast" and appear to be somewhat "bubbly," according to the former vice finance minister of Japan, as the Nikkei crossed the key 15,000 on Wednesday.
Strategist Laszlo Birinyi says the market is for stock pickers, and investors to look at individual names instead of broad sectors.
The rally in many of the most heavily shorted names is causing a "worst nightmare" situation for bearish investors and hedge funds alike, said Cramer.
Hedge fund titan David Tepper said he's still bullish on stocks and investors shouldn't worry about the Fed tapering its massive bond-buying program.
The strong rally this year is being met with a heightened level of supply, setting up a big bet that retail investors will keep buying what Wall Street is selling.
If an article in Monday's Wall Street Journal is anything to go by, the U.S. Fed is getting ready to unwind monetary stimulus. That prospect is unlikely to be as alarming for markets as feared, analysts tell CNBC.
The least lucrative strategy for the investment banks and stockbrokers is "buy and hold" and it's the "buy and hold" investors who have made most of the money so far since those 2012 lows. Steve Sedgwick, Anchor at CNBC Europe writes.
Bond market vigilantes have already forced a de facto policy shift to tighter credit conditions, writes this economist.
Slower economic growth is dulling the outlook for equities, but consumer sector stays appealing in the long term.
Nearly a third of the companies in the S&P 500 Index earn revenues exclusively in the U.S. and their shares are beating the index overall. Housing shares are contributing big time.
Bond investors can rest easy as there are few signs of debt markets overheating, according to a report by Moody's Investors Service.
Aggressive fiscal and monetary policy present huge investment opportunities in Japan, says hedge fund manager Dan Loeb.
Pimco Total Return Fund increased its U.S. Treasurys holdings to the highest in over a year in April, data from the firm's website showed on Thursday.
The stock market could continue to rally, Ed Yardeni of Yardeni Research says.
This trader says the rally is reaching its expiration date. That's why he's buying bonds, not stocks.