Trader Talk

The market is boxed in due to the problems with global growth and the Federal Reserve. Monday’s decline in tech stocks cannot be blamed exclusively on Apple. Lumentum, one of Apple’s facial recognition suppliers, reduced its outlook for the quarter, citing a reduced shipment request from one of its biggest customers, which everyone assumes is
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Fear of higher costs, through higher interest rates, higher wages and higher raw material costs, has now become a major preoccupation for investors. But strong revenue growth, if it continues, may offset concerns that higher costs will erode profit margins. We’re just getting started with earnings season, but the early signs are looking even better
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The earnings picture is getting complicated. As earnings season kicks off Friday, investors are debating the impact of an unusually large number of variables, including higher rates, higher raw material costs, weaker foreign currencies, tariffs and weaker demand from China. One thing’s for sure, investor attention is focusing away from third- and fourth-quarter earnings (both
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