Sectornomics: Financials
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For three consecutive years, stock dividends have grown by 10 percent or more, but it's looking like the record run will end, S&P predicts. » Read More
By: Eric Rosenbaum
Bank stocks will move as interest rates rise, but how so is a complex question. Here are 9 keys to bank-stock profits as the Fed acts. » Read More |
Kensho helped us crunch the data to see how financials perform relative to the broader S&P 6 months before the Fed begins hiking rates and 6 months after. » Read More |
REITs had a strong run in 2014, with the VNQ returning 20%. In 2015 that upward trend has continued, albeit more modestly, with ESS, SLG, and EQR. We've crunched data and talked to analysts about whether - and what - to buy. » Read More |
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JPM Chase and Wells Fargo start Q1 earnings season on Tuesday. The financial sector's earnings are expected to increase 8.3%. Here's what to watch as companies report results.
U.S. bank stocks are dogs, but the QE trade hasn't ended; it’s simply changed locations. Investors are looking to banks in Europe and Japan.
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Investors betting on rising rates and bank stocks may want to consider fund managers, especially with the Fed in no rush to push rates up.
Insurance stocks are still in a slump but poised to rebound once interest rates rise. Priced at low valuations, it is a sector with upside.
Forget Wall Street. Regional banks are getting bigger through acquisitions, making them the best stock bet in the financial sector.
Why are financial stocks the cornerstone of Warren Buffett's empire? His love of bank stocks can be explained in two key investing concepts.
Bank stocks may be sexier, but investors who overlook insurance stocks aren't claiming what could be big profit potential.
Most bank stocks have risen from their recession lows, but still have a lot of room to grow. Rising rates promise to lift the sector.
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How much do you know about dividend investing? Raise your dividend IQ by taking this quiz.
CNBC's Morgan Brennan looks at what's driving rotation by investors into the financial sector.
CNBC's Morgan Brennan explains how regional banks have contributed to the rise of financials in September.
CNBC's Morgan Brennan reports which insurance stocks are lagging this year.
Barron's says Bank of America could rise 50 percent more. Robert Pavlik, Banyan Partners, and Jack Ablin, BMO Private Bank, provide perspective.
Sectornomics
Metals and mining companies have taken a beating in 2015 but building-related names and chemicals producers have had a great year. What's driving these stocks higher? Will it continue in 2016?
Materials tend to be closely correlated with China, the top consumer for many commodities and chemicals. We crunched the numbers with Kensho to see how materials perform when there are signs of weakness in the world’s second largest economy.
History shows that this sector tends to rally in the fourth quarter - and indeed materials have gained 10% this time as well. But how do these stocks fare once a new calendar year starts?
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