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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Thu, 21 Sep 2017 00:48:54 EDT

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

How the Fed's Unwind Will Ripple Through Banks

Wed, 20 Sep 2017 22:40:31 EDT

The gradual wind down of the Federal Reserve’s balance sheet will have far-reaching effects throughout the banking system. For the most part, major banks stand to benefit.

Murky World of Drug Rebates Gets Airing in Lawsuit

Wed, 20 Sep 2017 23:44:59 EDT

The closely guarded world of drug pricing is getting a public airing in a feud between two of the industry’s biggest companies. The attention drawn to rebates could hurt the profits of some very successful drugs.

Adobe's Cloud Hits First Headwind

Wed, 20 Sep 2017 12:34:21 EDT

Larger deals have been taking longer to close, but software maker’s cloud transition still packs a lot of growth ahead.

Thyssenkrupp: A Success Story for European Activism

Wed, 20 Sep 2017 10:17:48 EDT

Thyssenkrupp’s move to join its European steel operations with those of Tata Steel paves the way for a more investor-friendly structure but investors shouldn’t bank on speedy results.

German Election: For Markets, Wages Are What Matter Most

Wed, 20 Sep 2017 08:30:52 EDT

Angela Merkel appears on course to win a fourth term as Germany’s leader. For markets, the political stability allows a focus on more fundamental changes going on in Europe’s most important economy.

A Surprise Bump in Bad Card Loans

Wed, 20 Sep 2017 08:57:55 EDT

Credit card lenders are seeing some of the highest delinquency rates in years.

Call It 'Fintech' and Watch the Valuation Soar

Wed, 20 Sep 2017 11:47:10 EDT

China’s ZhongAn insurance company wants to be seen as tech play, rather than a boring old insurer.

Nvidia's Gains Are Real, Not Virtual

Tue, 19 Sep 2017 13:08:13 EDT

Virtual money got real enough for Nvidia of late. But investors are right to focus on the chip maker’s more tangible opportunities.

The Hidden Obamacare Detail That Could Cost Hospitals Billions

Tue, 19 Sep 2017 11:38:46 EDT

A seemingly arcane detail of Obamacare could put significant cost pressure on hospital companies and eventually drug and medical device makers.

Pirelli IPO: Are Expensive Tires Worth It?

Tue, 19 Sep 2017 11:08:40 EDT

Car tires can be surprisingly glamorous. But investors may be better off waiting before buying into Italian tire-maker Pirelli.

Unfinished Business: Why Oil Output May Surprise

Tue, 19 Sep 2017 13:14:53 EDT

There are signs that the surge in drilling by shale-oil producers has ended, reducing estimates of U.S. oil output and pushing up prices.

How to Make Money on the Chinese Internet

Tue, 19 Sep 2017 04:54:14 EDT

Activist investor Aristeia Capital shows the way for New York-listed Sina to unlock long-trapped value in subsidiary Weibo.

Maybe Markets Shouldn't Be So Scared of ECB Tapering After All

Mon, 18 Sep 2017 10:40:12 EDT

For markets fretting about a world with less central-bank stimulus, Portugal has given a hint that it might not be that bad after all.

China's Backdoor Real-Estate Bailout

Mon, 18 Sep 2017 06:43:07 EDT

China’s housing market is clearly in retreat. But that doesn’t mean a collapse is near: The government is propping up the market in a new way.

Dear Apple: Thanks for the Memory

Mon, 18 Sep 2017 17:59:33 EDT

Little noticed amid the hype around the newest iPhones is the boon that the new wave of fancy phones means for the makers of memory chips inside.

A $15 Billion Merger at Risk From Shareholders Who Don't Vote

Mon, 18 Sep 2017 09:54:36 EDT

The merger of chemical giants Huntsman and Clariant could trip up on weak turnout in a Swiss shareholder vote.

The World's Biggest Auto Makers Aren't Always the Best for Investors

Sun, 17 Sep 2017 07:45:44 EDT

The Renault-Nissan-Mitsubishi automotive alliance is doubling down on scale and cost-sharing, but investors only care about margins.

Why U.S. Consumers Are Feeling Spent

Fri, 15 Sep 2017 16:43:51 EDT

The weak August retail sales report reflects the limited wherewithal Americans have to spend more.

Why P&G Investors Should Want Nelson Peltz on the Board

Fri, 15 Sep 2017 11:12:17 EDT

After some serious missteps, the once irreproachable consumer-goods giant has lost the right to say: Just trust me.

Australian Banks Could Finally Head Down Under

Fri, 15 Sep 2017 05:58:04 EDT

Australia’s housing market has long looked headed for a fall. That could finally be true—a bad sign for the country’s highly valued major lenders.

Drug Stocks Benefit From the Sound of Silence

Sun, 17 Sep 2017 16:36:52 EDT

A movement to crack down on high drug prices appears to have fizzled, giving stock prices a lift.

Oracle's Cloud Is a Rainmaker

Thu, 14 Sep 2017 18:19:01 EDT

The software giant’s transition is picking up steam, though its near-term forecast dims the stock.

Banks Have the Low Mortgage Rate Blues, Again

Thu, 14 Sep 2017 12:44:16 EDT

The third quarter was already looking pretty tepid for banks, and falling mortgage rates have made the outlook more glum for some.

Attention Investors: The Stretch of Very Weak Inflation Is Over

Thu, 14 Sep 2017 12:17:33 EDT

Investors have been enjoying what might best be called the Bizarro Goldilocks economy. The latest inflation report serves as a warning the fairy tale may be drawing to its close.

Why the Bank of England Has an Itchy Trigger Finger

Thu, 14 Sep 2017 10:12:52 EDT

Bank of England governor Mark Carney was once dubbed an “unreliable boyfriend” by a politician when it comes to guiding expectations. September’s meeting has set the stage for a real test of fidelity.

Munich Re: A Reinsurer With Cushion to Withstand Hurricane Damage

Thu, 14 Sep 2017 09:02:57 EDT

Investors should see Munich Re’s profit warning after Hurricanes Harvey and Irma as a buying opportunity.

Toshiba Is Running Out of Options for Its Chip Business

Thu, 14 Sep 2017 10:43:13 EDT

Toshiba’s sale of its memory-chip business is turning into a saga, and it doesn’t have time for that: A deal with Western Digital may be the best choice left.

China Slows Again: Hedge Your Growth Bets, But Don't Panic

Thu, 14 Sep 2017 13:05:40 EDT

Chinese investment and industrial production slowed sharply for the second month in a row in August, in a clear sign that weak July data was no heat-related fluke. Overextended commodity rallies are about to run back into reality, but there are still some reasons for guarded optimism.

Western Digital's Flashing Pain

Wed, 13 Sep 2017 18:00:59 EDT

Western Digital is learning that there is a price for friendship or, in the case of Toshiba, a lack of it.

Goldman Faces Fight in Finding New Trading Clients

Wed, 13 Sep 2017 13:42:06 EDT

Goldman Sachs’ plan to turn around its trading operations depends on its ability to take market share from other banks.

China's Next Debt Addiction---Credit Cards

Thu, 14 Sep 2017 13:04:12 EDT

Interest in credit cards is growing fast in China, but penetration remains low. That could be a rare bright spot for the country’s banks

Heard on the Street Summer Stock Picks

Wed, 13 Sep 2017 06:08:27 EDT

This summer, Heard on the Street’s scribes pulled a seat up to the pundits’ table, slapping a “buy” or “sell” on 22 investments ranging from blue chip U.S. and European stocks to entire currencies or national stock markets.

An Inflation Surprise Could Leave Bond Investors Aching

Wed, 13 Sep 2017 05:30:18 EDT

After a two-month run in which government bond yields fell around the world, the start of this week brought a sharp reversal—and investors may be wise to get used to the latest direction.