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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Sat, 22 Jul 2017 00:31:36 EDT

Copyright: copyright © 2017 Dow Jones & Company, Inc.

Blackstone and CVC Ready to Bet on Risky Side of Payments

Fri, 21 Jul 2017 11:31:57 EDT

Private equity groups Blackstone and CVC are looking to join the payments party with a preliminary near-$4 billion offer for U.K.-listed Paysafe, the company revealed Friday. It looks like a gamble Paysafe shareholders should welcome.

GE's New Boss Should Embrace Negativity

Fri, 21 Jul 2017 11:27:40 EDT

Quarterly earnings show that General Electric’s new chief will have a tough time meeting lofty expectations for 2018

The Euro May Be Rising, But Money Is Still Easy

Fri, 21 Jul 2017 11:03:15 EDT

European Central Bank President Mario Draghi said Thursday that the euro’s gains had “received some attention” on the ECB Governing Council, but the currency isn’t the only factor that counts for financial conditions.

Don't Trust Capital One's Math

Fri, 21 Jul 2017 09:44:25 EDT

Capital One sees default rates declining after a worrying jump, but investors should stay skeptical.

BHP Sees a Hungry Planet, Elliott Sees Another Shale Disaster

Fri, 21 Jul 2017 08:36:04 EDT

BHP has written off billions in U.S. shale investments, but it is poised to plow a substantial amount of funds into potassium fertilizer, or potash. Activist shareholder Elliott is kicking up a fuss.

Geely's Rally Is Running Out of Road

Fri, 21 Jul 2017 07:01:45 EDT

One of China’s most prominent auto makers has been the gift that kept on giving for investors, but not for long.

Gas Everywhere but No Way to Ship It

Thu, 20 Jul 2017 16:54:31 EDT

Natural gas pipeline delays in the Marcellus and Utica shale producing regions have caused a sharp discount for gas sold in the region.

Strong Euro Can't Wait as Mario Draghi Plays for Time

Thu, 20 Jul 2017 12:38:06 EDT

The European Central Bank is playing for time on extreme monetary policy. But markets know a decision on winding down its bond-purchase program can’t be put off forever.

How Quants Calm the Stock Market

Thu, 20 Jul 2017 05:36:54 EDT

One factor helping to keep the VIX and realized volatility extremely low is quant funds that are discovering surprises before they can create big stock-market moves.

The Saga Isn't Over for Dalian Wanda

Thu, 20 Jul 2017 08:43:22 EDT

Dalian Wanda Group may hope a last-minute tweak to a deal to sell nearly $10 billion of hotel and amusement park assets can solve some its near-term problems. Yet Beijing may still not be applauding.

Qualcomm: All in the Chips

Wed, 19 Jul 2017 18:57:07 EDT

Surprisingly strong chip sales at Qualcomm has been overshadowed by growing dispute with Apple and uncertainty about the ultimate fate of its NXP acquisition.

Vertex Shares Haven't Hit Their Apex

Wed, 19 Jul 2017 16:12:06 EDT

The ferocious rally in Vertex Pharmaceuticals shares on results in early stage data for its new cystic fibrosis treatment will surely tempt some investors to exit. That may not be wise, though, as the rally is likely to continue.

Morgan Stanley Is the Winner This Earnings Season

Wed, 19 Jul 2017 11:52:21 EDT

Morgan Stanley is on a roll. The investment bank’s trading business put competitors in the shade in the second quarter even as its stodgy wealth management division has become a source of growth.

One Hundred Days Later, China-U.S. Trade Thorny as Ever

Wed, 19 Jul 2017 14:27:35 EDT

President Donald Trump’s 100-day action plan to cut the trade deficit with China has ended with limited progress. More steel and aluminum import tariffs won’t do the trick.

Gaining a Better View of What Lurks in Banks

Wed, 19 Jul 2017 10:21:58 EDT

The last crisis left investors guessing about loan losses, an accounting change will fix that - at a cost.

Big Food's Next Big Problem: Supermarket Brands

Wed, 19 Jul 2017 08:10:30 EDT

Americans have been late to the game in adopting private-label supermarket products. That’s changing, leaving huge room for traditional brands to suffer.

The Last Market Still Betting on Trump

Wed, 19 Jul 2017 06:28:51 EDT

Bonds, the dollar and some stock sectors have given up, but the overall stock market is still hoping for tax cuts and stimulus spending.

Jaguar-Maker Tata Motors Fights Fires at Home

Wed, 19 Jul 2017 05:18:05 EDT

Tata Motors’ seeming success outside India with Jaguar Land Rover masks the pain at home.

What's Next for Investors After the Failure of the Health-Care Bill

Tue, 18 Jul 2017 23:29:28 EDT

Investors were right to ignore the Republican effort to repeal the Affordable Care Act. Now that the bill has failed, what comes next could be more unpredictable and disruptive to the industry.

Goldman Needs a Plan to Turn Around Trading

Wed, 19 Jul 2017 07:42:55 EDT

Goldman Sachs is starting to lose its Wall Street halo, and it isn’t clear what the bank intends to do about it.

Why a Weaker Dollar Is a Source of Market Strength

Tue, 18 Jul 2017 14:16:21 EDT

The role reversal between the dollar and euro this year is striking and significant.

China's Visible Hand Starts to Squeeze

Tue, 18 Jul 2017 12:39:27 EDT

Offshore gambling hub Macau looks likely to be another target of China’s efforts to contain leverage and capital outflows.

Why Microsoft's Heads Count

Tue, 18 Jul 2017 13:57:54 EDT

For Microsoft, the trick these days is growing the cloud—without getting itself too puffed up.

How New Rules Could Pinch Health Stocks

Mon, 17 Jul 2017 13:59:45 EDT

The latest Senate bid to overhaul the Affordable Care Act contains a benefit to health insurers. That boon may come at the expense of providers.

Gameday for Disney to Boost ESPN Growth

Mon, 17 Jul 2017 10:56:50 EDT

Disney’s upcoming round of contract negotiations with pay-TV companies could help improve the outlook for ESPN and revive the media company’s stock.

Who Gets Hit Next in China's Financial Crackdown?

Mon, 17 Jul 2017 22:56:38 EDT

At hand is an ever-growing asset management industry and the deepening nexus of banks, brokers, trusts and insurance companies.

The Vanishing Reward for Buying High-Yield Bonds

Mon, 17 Jul 2017 06:41:15 EDT

A closer look at high-yield bonds shows the reward on offer isn’t quite what it seems.

Buffett Could Be Costly Option for Sprint and SoftBank

Mon, 17 Jul 2017 06:12:52 EDT

Softbank’s Masayoshi Son met with Warren Buffett to talk about an investment in Sprint—but that’s not likely to come cheap.

China's Growth Is Still on Borrowed Time

Mon, 17 Jul 2017 08:12:14 EDT

The Chinese economy is performing better than expected—that gives regulators more time to crack down on leverage. Donald Trump or the Fed could upset the party, however.

Why Earnings Don't Matter at Netflix

Mon, 17 Jul 2017 01:32:08 EDT

Netflix investors can’t seem to quit their favorite metric for measuring success: net subscriber additions. That could help Netflix stock when it reports second-quarter earnings but may not serve investors in the long run.

The Other 496 S&P Stocks

Sun, 16 Jul 2017 21:55:33 EDT

So much of the market’s gain this year have been powered by Alphabet, Amazon, Apple and Facebook that strategies that don’t contain those stocks have been left behind.

Apple Tests the Faithful

Sat, 15 Jul 2017 08:03:04 EDT

Rumors that Apple’s new iPhone will arrive late—and at a much higher price—complicates Wall Street’s hopes for a “supercycle.” Apple’s faithful will likely go along, but will the mass market?

More Bad News for Retailers

Fri, 14 Jul 2017 16:22:02 EDT

Retail sales were weak last month. The Commerce Department on Friday reported that overall sales in June fell 0.2% on the month after slipping 0.1% in May. Compared with a year earlier, they were up just 2.8%.

Banks Get a Wake-Up Call

Fri, 14 Jul 2017 19:18:20 EDT

J.P. Morgan’s downgraded expectations, delivered on a busy day when Citigroup and Wells Fargo also reported quarterly results, serves as a warning for a sector that has rallied strongly in recent weeks.

How to Prepare When Central Banks All Row in the Same Direction

Fri, 14 Jul 2017 13:52:08 EDT

The risk to markets is that investors get too comfortable with the idea that by moving gradually central banks won’t create much disturbance.

Luxury Goods Are Selling Again---On Chinese Smartphones

Sat, 15 Jul 2017 21:56:10 EDT

China is both the key market for luxury groups and the most advanced market for e-commerce. No wonder tech groups and luxury groups are scrambling to get into the online luxury business.