Data-Crunching Wall Street Skeptics Sit Out the Turnaround Trade

Michael Mullaney’s mind was elsewhere during the market rebound this week, even as stocks surged, borrowing costs for Corporate America eased and Treasuries settled down. Instead, the head of research at value-investing firm Boston Partners found himself checking and...

US Consumer Sentiment Slides While Inflation Expectations Jump

US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs. The final April sentiment index fell to 52.2 from 57 a month earlier, according to...

The Dollar’s Slide Is Raising Red Flags for Corporate Earnings

Rising tariffs and the weakening dollar are casting a shadow on companies’ profit guidance this earnings season, with more damage seen unfolding over the coming quarters. Companies across Europe are already sounding the alarm following the dollar’s slide to three-year...

Emerging Stocks Erase 2025 Loss as Traders Weigh Trade-Deal Odds

Emerging-market stocks rallied, erasing losses for the year, while currencies were mixed Wednesday as traders weighed the odds of a moderation in trade tensions between the world’s two largest economies. An MSCI Inc. gauge for developing-nation equities rose for a...

Amundi Says Clients Are ‘Massively’ Repositioning Into Europe

Amundi SA says it’s seeing a major reallocation as clients pull away from the US and pile into European funds in response to the market upheaval triggered by tariff wars. Investment clients have “massively repositioned” their portfolios toward European equities and...