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The Biggest Inflation Question for the Economy? Only the Consumer Knows the Answer
The consumer is the key to the US economy. With food, gas and housing prices higher, how far is America from reaching the inflation breaking point?
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Fed May Get More Aggressive, More Quickly Than the Market Thinks: Moody's Mark Zandi
The Federal Reserve will likely “increasingly err on the side of hawkish” in its approach for the remainder of 2022, said Moody’s Analytics’ Mark Zandi.
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Why Don't Big Oil and Biden Agree on Oil Prices? Look to S&P 500's Top Stock for Answer
U.S. oil companies face demands that the energy sector needs to help defeat Russia by producing more crude. The market reality: they won’t be easily persuaded.
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After Unprecedented Russia Boycotts, Corporate Boardrooms Will Face a Much Trickier, Longer-Term Global End Game
Russia’s invasion of Ukraine is pushing companies to rethink globalization and could add to forces moving against decades of international economic cooperation.
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Why Ford's Big EV Split Decision May Get Even Bigger in the Future
Ford’s decision to separate its EV business from traditional autos stopped short of a spinoff Wall Street wanted, but that could still be in the future.
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Why Intel CEO Pat Gelsinger Was a Guest at President Biden's State of the Union Address
Intel’s CEO Pat Gelsinger is choosing big domestic chip manufacturing investments over short-term shareholder rewards, and he has a big fan: President Biden.
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A New BlackRock Shareholder Power That May Tilt Proxy Battles of the Future
The world’s largest money manager is making a move with this year’s shareholder meeting proxy battles that has huge implications: it’s giving votes away.
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What Fear of a 50-Basis Point Fed Rate Hike Says About Future Stock Market Volatility
Fears the Federal Reserve might hike interest rates by 50 basis points in March increased stock volatility. It’s unlikely, but Fed hawkishness may yet surprise.
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‘This Is a Big Deal': How Apple Earnings Can Grow Even If iPhone Growth Goes to Zero
The power of Apple’s services business is growing, and the latest results show just how much it can drive future earnings, ‘a big deal,’ according to analysts.
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What Is a Netflix Subscription Really Worth? Wall Street May Have a New Answer
Netflix has been one of the hottest stock market growth stories of the past two decades, but now it may need to start acting more like a mature value stock.
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Johnson & Johnson More Bullish on Acquisitions in Volatile Market: CFO
Market volatility will lead cash-rich companies to be more opportunistic on mergers and acquisitions in 2022, including Johnson & Johnson, according to its CFO.
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Behind GM, Ford's Aggressive New Electric Vehicle Strategy Is Old-Time Financing: Cash
Detroit’s automakers have brought a surprisingly conservative financial strategy to making them America’s next electric vehicles of choice.
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What Delta Air Lines Predicts for Business Travel After the Omicron Variant
Delta Air Lines expects corporate clients to be back in the spring at a level of recovery similar to right before the new Covid variant omicron hit travel.
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Fed Hikes Are a Certainty. It's the Pace and End Point That Can Rock Markets: Rates Expert
Priya Misra, global head of rates strategy at TD Securities, says markets know the Fed is going to raise rates but will remain on edge about the pace of central bank action.
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Biden Says Inflation Report Shows Progress in Slowing Down Runaway Prices
President Joe Biden on Wednesday touted the latest consumer inflation report as evidence that price jumps have started to slow.
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The Key to Fed Rate Hikes? It May End Up Being the 2022 Paychecks of Americans
Rising pay is good for workers, but too much wage inflation can lead to a vicious cycle in consumer prices. Is the Fed worried enough about it?
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Why Isn't Big Oil Drilling More as Gas Prices Surge? The Answer Is More Wall Street Than White House
Behind the 38% surge in pump prices this year is a 24% drop in domestic crude production after Covid, but not for the reasons you think.
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Passenger Travel Is Back, But Stock Market Investors Haven't Stuck With Airlines in the Past
The stock market has cleared carriers like Delta Air Lines for takeoff after omicron selling, and traffic is up, but the Covid profit path will be bumpy.
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How Apple's Cash Explains Its Outperformance in the Omicron Tech Stock Crash
As omicron pounds tech stocks, a fearful market invests in Apple. The iPhone maker is Wall Street’s new safe-haven equities proxy for bonds, but is that smart?
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What Fed Chair Jerome Powell's Hawkish Turn Means for Market Volatility Into Year-End
Federal Reserve Chair Jerome Powell’s hawkish commentary on the central bank’s taper timeline surprised the market, but many experts say it makes sense.