Sectornomics

More

  • Holiday season winners and losers

    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.

  • The safest Q4 bets? Try these industrial names

    CNBC's Morgan Brennan takes a look at industrial names that have historically outperformed in the fourth quarter.

  • Can defense stocks' winning streak keep up?

    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?

  • Taking stocks of transports

    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?

  • Industrials and emerging markets

    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.

  • After marijuana and alcohol, prescription drugs are the most commonly misused substances by Americans age 14 and older.

    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.

  • A trader works on the floor of the New York Stock Exchange.

    Investors are bailing out of high-yield bonds, spreads are widening and prices are falling as the global economic picture deteriorates.

  • Forty-two years after he founded Vanguard and nearly two decades after relinquishing the CEO spot the same year he had a heart transplant, Jack Bogle is still as outspoken as ever.

    The legendary investment sage gives advice on how to keep nerves in check, and take advantage of opportunities during a market correction.

  • Government bond markets sell off, bond rout continues German bund

    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.

  • e-commerce online shopping credit cards

    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.

  • A cashier scans school supplies for a customer at a Wal-Mart Stores Inc. location in the Porter Ranch neighborhood of Los Angeles, California

    Fed, take note: Weak earnings from the nation's largest retailer signal the weakness in wages and consumer spending.

  • Traders work on the floor of the New York Stock Exchange.

    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.

  • Pedestrians looking at supermarket prices in New York.

    Americans like to eat, drink and ... buy organic. You can see those habits paying off—at least for some consumer staples stocks.

  • Sprinklers water a field of grass at a sod farm in Lodi, California.

    California may be thirsting for more drops of water, but water utilities in the state—and elsewhere—are doing great.

  • China businessman laptop

    The Netflix series 'Marco Polo' was considered a flop. But there was a good reason for Netflix to make the series, after all: China.

  • The Indian Point nuclear power plant's containment silos rise above the skyline along the Hudson River in Buchanan, New York.

    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.

Latest Special Reports

  • Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.

  • The Edge explores the limitless potential of innovation.

  • senior couple on beach

    A fixed-income strategy is key for investors who are retired or are approaching retirement. This special report details the range of tools and strategies used to manage a fixed income portfolio.