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? » Read More
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. » Read More |
By: Morgan Brennan
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? » Read More |
By: Morgan Brennan
Following each of the past four initial rate hikes since 1990, the consumer discretionary sector on average underperformed the broader S&P. What holds up? What pulls the sector lower, and what do analysts expect this time around? » Read More |
From Black Friday through year’s end, the S&P traded higher 80% of the time, averaging a 2% gain, according to Kensho. CNBC's Morgan Brennan takes a look at a list of holiday winners and losers.
CNBC's Morgan Brennan takes a look at industrial names that have historically outperformed in the fourth quarter.
With a debt ceiling showdown looming and Dept of Defense spending for fiscal 2016 uncertain, defense stocks could face some turbulence in the short term. Still analysts say multiyear backlogs, international sales and buyback activity are all positives heading into 2016. Several report earnings this week. Can these names defend their gains?
Transports have had a really rough year, with the Dow Transports down more than 11 percent. What does it say about the economy – and are there buying opportunities amid the broader selloff?
Many industrial names are influenced by global growth, particularly in emerging markets. Morgan Brennan breaks down the industrial companies with large EM exposure and it means for the stocks as earnings season gets underway.
Prescription drug prices are out of control, but there's a way to make your money back: The drugstore stocks are very healthy right now.
Investors are bailing out of high-yield bonds, spreads are widening and prices are falling as the global economic picture deteriorates.
The legendary investment sage gives advice on how to keep nerves in check, and take advantage of opportunities during a market correction.
The biggest fear for many investors has been a Fed rate hike crushing bond values, but with stocks in correction, bonds look pretty good now.
Consumer-discretionary stocks had been outperforming the S&P 500 by a long shot but that looks like it's ending now. Here's why.
Fed, take note: Weak earnings from the nation's largest retailer signal the weakness in wages and consumer spending.
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.
Americans like to eat, drink and ... buy organic. You can see those habits paying off—at least for some consumer staples stocks.
California may be thirsting for more drops of water, but water utilities in the state—and elsewhere—are doing great.
The Netflix series 'Marco Polo' was considered a flop. But there was a good reason for Netflix to make the series, after all: China.
Utilities want to extend the operating licenses of nuclear plants to as long as 80 years, in part spurred by President Obama's coal policy.
CNBC and Institutional Investor is hosting the 9th Annual Delivering Alpha Conference
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.
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