$DBC

The Motley Fool·Jun 26

What Went Wrong at Fisker Automotive?

We also talk about what's going on with Wells Fargo and answer some retirement questions.

Benzinga·May 14

Expect Rate Cuts, Not Recession: Fund Managers Most Bullish On Stocks In Over 2 Years

Most investors do not expect a recession in the next 12 months. That’s according to the latest Global Fund Manager Survey (FMS) conducted by Bank of America. The report, released Tuesday, shows optimism in the stock market at its highest level since November 2021 buoyed by expectations that inflation will decrease and short-term interest rates will get cut. “Our broadest measure of FMS sentiment, based on cash levels, equity allocation, and economic growth expectations, rose to 6.0 from 5.8, and a low of 0.3 in [October 2022],” the report stated. The survey, led by the firm’s chief investment strategist Michael Hartnett, sourced commentary from over 200 financial experts, including portfolio managers, analysts, economists, and chief investment officers. The results highlight significant shifts in market sentiment and asset allocation. Their bullish attitude is likely buoyed by rising expectations that interest rates will soon get cut. See Also: Utilities Notch 7th Straight Session Of Gains – ‘Potential Derivative Play To The AI Boom’ BofA April Global FMS: Key Insights 64% of investors do not expect a recession in the next 12 months. For those that do, 19% expect it to occur in the first half of 2025, Just 14% expect a recession sometime in 2024. On the global economy, 78% of FMS investors say a recession is “unlikely” within the next 12 months, in line with last month’s expectations. Rate ...Full story available on Benzinga.com

Benzinga·May 13

Supplier Prices Threaten To Impact Inflation Over Turbulent Commodity Markets, Middle East Instability

This week, traders are gearing up for significant market volatility centered around two major inflation reports: the Producer Price Index (PPI) on Tuesday and the Consumer Price Index (CPI) on Wednesday. These reports are crucial indicators of inflationary trends in the U.S. economy and could heavily influence the Federal Reserve’s monetary policy decisions in the coming months. What to Expect from the April PPI Report The PPI measures the average change over time in the selling prices received by domestic producers for their output. A higher-than-expected PPI suggests that inflationary pressures could be building up in the economy, which might prompt the Fed to consider keeping policy high for longer to cool down these pressures. The PPI report will take on added significance this week, as markets are likely to view it as an indicator that could foreshadow ...Full story available on Benzinga.com

Zacks Investment Research·Apr 8

Follow Goldman With These Commodity ETFs

Goldman Sachs (GS) expects commodities to return 15% by the year-end. We have highlighted five ETFs that we think could be well-positioned if Goldman's commodity prediction comes true.

Benzinga·Mar 25

Boeing, Nvidia, PG&E And More On CNBC's 'Final Trades'

On CNBC’s "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners said he bought a little The Boeing Company (NYSE: BA). Boeing reportedly anticipates significant cash outflow in the first quarter due to regulatory scrutiny and reduced production of its 737 Max jetliner following a mid-air accident in January. Jim Lebenthal of Cerity Partners picked PG&E Corporation (NYSE: PCG). On Feb. 22, PG&E posted better-than-expected earnings for its fourth ...

Investing.com·Mar 18

Commodities Overtake Stocks in 2024: Mean Reversion or Regime Change?

Benzinga·Mar 15

Inflation Squeezes Stocks, Bitcoin Slips To $68,000, While Commodities On Track For Best Week In Months: What's Driving Markets Friday?

Wall Street continues to maintain a risk-off sentiment in Friday’s session, echoing the pessimism triggered by Thursday’s unexpectedly high producer inflation figures. Major stock indices flashed red, with the tech-heavy Nasdaq 100 once again trailing, while only small caps and energy stocks managed to buck the trend and avoid losses. The CBOE Volatility Index, or VIX, was up 5%, mimicking Thursday’s gains. Although Treasury yields held steady around Thursday’s closing marks, the weekly surge of 20-30 basis points across all Treasury maturities marks the worst week for bonds since mid-October 2023, with the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) down nearly 3%. Cryptocurrencies remained tethered to risky assets, with Bitcoin (CRYPTO: BTC) plunging by 5% and falling to $68,000 on Friday. In the midst of market turbulence fueled by resurging inflationary fears, commodities shone brightly. The Invesco DB Commodity Index Tracking Fund (NYSE:DBC) is poised to log its most robust performance since early January 2024. While ...Full story available on Benzinga.com

Benzinga·Jan 8

US Energy Stocks Dive On Crude, Natural Gas Price Slump: Contrarian Analyst Says 'Own Commodities' In 2024

The U.S. oil and gas sector witnessed a significant downturn on Monday, with industry stocks falling sharply alongside a decline in oil and natural gas prices. The Energy Select Sector SPDR Fund (NYSE:XLE), a gauge for energy equities, dropped nearly 3%, signaling a broad-based retreat from last week’s 1% gain. Industry-specific ETFs, including the SPDR Oil & Gas Exploration and Production ETF (NYSE:XOP) and the VanEck Oil Services ETF (NYSE:OIH), also recorded steep declines. WTI crude prices plummeted by nearly 5% to $70 per barrel on Monday. The catalyst for the fall can be traced back to Saudi Arabia’s decision to slash crude prices across all regions for February, reflecting concerns over waning demand. Concurrently, increasing oil production from both OPEC and non-OPEC countries has heightened the prospect of a market surplus. According to a Reuters survey, OPEC’s output in December saw an uptick of 70,000 barrels ...Full story available on Benzinga.com