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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Sat, 20 Jan 2018 00:32:27 EST

Copyright: copyright © 2018 Dow Jones & Company, Inc.

IBM's Growth Comes at a Cost

Fri, 19 Jan 2018 18:39:49 EST

For IBM, a bit of growth, as it turns out, isn’t quite enough to assuage concerns about how the company gets there.

How Hospitals' Woes Are Making Health Lines Blur

Fri, 19 Jan 2018 15:21:11 EST

Hospitals starting their own generic-drug company is the latest sign that traditional industry barriers are breaking down.

Don't Get Too Comfortable About Consumer Debt

Fri, 19 Jan 2018 12:17:06 EST

A torrent of good economic news late last year, including falling unemployment and rising wages, seems to have drowned out investors’ worries about consumer debt. So is it time to sound the all-clear? Not quite.

Three 'Risk-Free' Bonds, Three Very Different Outcomes

Fri, 19 Jan 2018 09:30:00 EST

Are bonds in a bear market? It depends who you ask, although with 10-year Treasury yields hitting their highest since 2014, the case is building. For bonds issued when yields fell to record lows in 2016, the effect of the rise in yields has been stacking up.

Is Lithium the Next Canary in the Markets Mine?

Fri, 19 Jan 2018 07:44:05 EST

Suppliers of key battery component lithium are selling off after reports that heavyweight Chilean miner SQM will boost output.

It's Time for China's Property Developers to Quit Gambling

Sat, 20 Jan 2018 00:17:37 EST

The likes of China Evergrande have performed well as China’s property market boomed. But their high leverage could haunt them now as prices cool.

Amazon's People Power

Thu, 18 Jan 2018 17:36:17 EST

Tech giant’s huge employee base will need to get even bigger to keep up with expected growth.

Whistling Past the Shutdown

Fri, 19 Jan 2018 07:38:28 EST

The economy would have no problem weathering a temporary government shutdown. That doesn’t mean investors should be complacent about one.

Apple's Home Court Disadvantage

Fri, 19 Jan 2018 09:26:33 EST

For Apple, bringing billions of overseas earnings home is one thing. Keeping it there is quite another.

A Crowded, Clustered and Potentially Very Disruptive Bet on Central Banks

Thu, 18 Jan 2018 06:39:29 EST

Clear guidance about future policy has become a powerful tool for the world’s central banks. But that may simply be at the cost of deferring market disruption for another day.

GE, Victim of a Short-Term Mind-Set

Thu, 18 Jan 2018 09:15:41 EST

The pressure for action and results that affects U.S. corporations is to blame for the series of poor decisions taken by General Electric’s bosses in recent years.

Ignore China's Silky-Smooth Growth Signal---Watch the Noise

Thu, 18 Jan 2018 04:30:53 EST

The figures that best capture China’s cyclical turning points—and they don’t include the headline growth data—suggest the 2016 and 2017 rebound was a lot bigger than initially thought. There are two big risks to its continuing in 2018.

Time for a New Policy on Chinese Insurance Giants?

Thu, 18 Jan 2018 11:17:11 EST

China’s insurance sector has emerged relatively unscathed from Beijing’s crackdown on the country’s financial sector. But valuations suggest investors are underestimating the risks.

Can Mark Zuckerberg Bend Facebook Without Breaking It?

Thu, 18 Jan 2018 00:56:16 EST

Mark Zuckerberg’s main challenge now is fixing the social network without breaking it. That dilemma was apparent last week when the 33-year-old chief executive announced changes to the company’s News Feed tool.

Goldman's Tax Wobble Is a Buying Opportunity

Wed, 17 Jan 2018 22:05:51 EST

Goldman’s share buybacks will take a hit from tax reform, but the long-run benefits will be substantial.

Celgene Can't Put Away Its Wallet Yet

Wed, 17 Jan 2018 12:08:04 EST

Deal for Juno Therapeutics will be expensive and might not rule out need for more spending.

The Big New Player Feeding America's Sweet Tooth

Wed, 17 Jan 2018 08:13:49 EST

Ferrero’s purchase of Nestlé’s U.S. confectionery business marks a hat-trick of deals for the Italian company behind Nutella spread but aggressively expanding in America at a time of rapid market change is a daring strategy.

Why Oil Is About to Hit Troubled Waters

Wed, 17 Jan 2018 17:00:54 EST

Brent crude hit a three-year high last week, and the obvious question was when would the shale drillers turn on the taps. The better question this time around is what will happen to demand and volatility in the oil market.

Strongman Xi Jinping Now a Big Risk for China's Economy

Wed, 17 Jan 2018 16:57:26 EST

China’s most powerful leader in decades has shown he can tackle economic issues that have plagued weaker predecessors. But that much power in one pair of hands creates its own problems

Fear the Unknown at General Electric

Tue, 16 Jan 2018 16:38:39 EST

GE’s nasty surprise raises deeper fears about the company and doubts about whether a breakup would preserve value for investors.

UnitedHealth Cashes In on Tax Cut

Tue, 16 Jan 2018 13:12:22 EST

Tax reform lived up to the hype for health insurers, as industry bellwether UnitedHealth reported higher-than-expected revenue in the fourth quarter and raised its forecast for 2018 by 17%.

Why Citigroup Won't Miss That $22 Billion

Tue, 16 Jan 2018 14:02:53 EST

The new tax law will be strongly beneficial to Citigroup in the long run, even though it caused a huge write-down in its fourth quarter.

Where Banks and Tech Are Going Head to Head

Tue, 16 Jan 2018 10:54:28 EST

New rules in Europe have opened a battleground between big tech and big banks over who will control consumers’ wallets.

U.S. Stocks Too Expensive? Try Japan

Tue, 16 Jan 2018 06:47:18 EST

Global equity markets look expensive and asset prices bloated, but Japan’s stock market still looks like it has room to run.

The Dollar's Decline Has a Flipside for Markets

Tue, 16 Jan 2018 09:56:40 EST

It isn’t a happy new year for dollar bulls, with the currency starting 2018 by falling to a three-year low. The weak dollar has consequences elsewhere for central banks and markets—but isn’t necessarily something to be feared.

Trouble Ahead for the Treasury Market

Wed, 17 Jan 2018 16:30:18 EST

Inflation, less central bank bond buying, an increase in supply—there are plenty of reasons for Treasury yields to go a lot higher this year.

Don't Fear a Biotech Correction

Mon, 15 Jan 2018 08:33:15 EST

Patience from biotechnology investors may be needed this year, but it will be rewarded in the long run.

Watch Where the Money Goes After SoftBank Telco IPO

Mon, 15 Jan 2018 01:38:27 EST

The Japanese tech conglomerate is considering listing its cash-cow domestic telecoms unit. That should help boost its valuation, but investors should watch it doesn’t waste the money raised

Bank on JPMorgan, Not Wells

Fri, 12 Jan 2018 16:56:09 EST

Fourth-quarter results for two of America’s largest banks highlight JPMorgan Chase’s resilience and Wells Fargo’s continued befuddlement..

Finally, a Clearer Picture on Inflation

Sat, 13 Jan 2018 06:27:02 EST

Janet Yellen can take a victory lap about inflation on her way out as Federal Reserve chairwoman. She has been saying the weakness in last year’s inflation readings was transitory, and she was right.

Bond Markets Have Picked Up the Wrong Signal From Japan

Fri, 12 Jan 2018 10:40:01 EST

Investors should revisit the theory behind the Bank of Japan’s yield-curve-control policy before assuming it has changed track.

Why Gucci Owner Wants to Kick Off Its Pumas

Fri, 12 Jan 2018 09:35:15 EST

Luxury group Kering is seizing the chance to offload Puma at a price that just about covers its purchase cost 11 years ago.

Why Nvidia Shares Can't Rise Forever

Fri, 12 Jan 2018 05:42:08 EST

Chipmaker’s business should keep growing strong, but its expensive stock may be in for a breather.

A Place Where Stocks Still Have Reason to Rally

Fri, 12 Jan 2018 09:56:55 EST

The breadth of the global economic growth pickup is lifting even longstanding laggards. European stocks are a case in point—but the potential for catch-up remains appealing.

Chinese Tech Giant Tencent Issues Billions in Bonds

Fri, 12 Jan 2018 06:23:13 EST

Despite recent fear-mongering about overpricing, it and tech peers—hello, Alibaba—are turning to the roaring bond market.

How to Punish Auditors Behaving Badly

Thu, 11 Jan 2018 11:17:13 EST

A two-year ban in India for PwC makes a good headline, but the impact may be light. Auditors of public companies often fall short of investor expectations—as do their punishments.

Will Airlines Blow Their Tax Windfall?

Thu, 11 Jan 2018 12:51:36 EST

U.S. airlines are among the biggest beneficiaries of the tax plan. But investors worry that they also may be at the greatest danger of competing their tax gains away.

Chinese Dragon Still Needs U.S. Treasurys for Its Hoard

Thu, 11 Jan 2018 09:39:43 EST

Conflicting media reports over the past 24 hours imply China may be considering buying fewer U.S. Treasurys. That matters less than the bond market seems to think.

Xerox Should Look to Copy Fujifilm's Success

Thu, 11 Jan 2018 15:25:57 EST

The venerable U.S. company Xerox could find a tie-up with its longtime joint-venture partner Fujifilm helps it to reinvent itself.

A Bright Christmas Reignites Nordstrom Buyout Hopes

Wed, 10 Jan 2018 16:33:06 EST

The Nordstrom family tried to do a $10 billion buyout in the fall but pessimism on retailers killed the deal. Now they would have to pay more to take the namesake department store chain private.

Is the Great Bond Blowout Finally Happening?

Thu, 11 Jan 2018 17:18:50 EST

The bond market has had an early alarm call in 2018. The 10-year U.S. Treasury yield has risen to its highest since March; bond guru Bill Gross says the move confirms a bear market. Bonds still have support, but that could erode quickly.

Why the U.S. Smartphone Market Is Hard to Crack

Wed, 10 Jan 2018 09:20:19 EST

It may be of little comfort to Huawei now, but history shows that cracking the U.S. smartphone market takes more than money and friends.

Earnings May Temper the Bank Rally

Wed, 10 Jan 2018 05:33:03 EST

Bank shares have been riding high, seen by investors as among the biggest beneficiaries of tax reform and a strengthening economy. But this enthusiasm could soon collide with just mediocre fundamentals.

Real News on Fake Data in China

Wed, 10 Jan 2018 04:04:35 EST

Another big Chinese province has admitted to falsifying economic data. That doesn’t mean all Chinese economic data is useless. It does mean investors need to educate themselves on where to look, or risk missing big the boat on key shifts in global markets as China’s heft grows.

Retail Apocalypse Delayed

Tue, 09 Jan 2018 15:53:36 EST

Retailers’ cheery holiday reports don’t eliminate their serious challenges.

Trump Gets a Reality Check on Deregulation

Tue, 09 Jan 2018 14:21:39 EST

The impetus behind the Federal Energy Regulatory Commission’s move to quash a move that would have kept some struggling coal and nuclear plants running may have been the opposition from the coalition of natural gas, oil and alternative-energy producers

Altice Gives Investors Clever Deals but No Control

Tue, 09 Jan 2018 14:25:54 EST

The latest shake-up at cable giant Altice lays bare the problem with investing alongside founding shareholder Patrick Drahi: Minority investors have no real voice.

Alibaba's Return Home Would Carry a Sting

Tue, 09 Jan 2018 02:23:31 EST

The city now appears ready to compromise on investor protection to make sure it doesn’t lose in the global race to attract tech listings.

GoPro: Too Focused

Mon, 08 Jan 2018 23:32:49 EST

Struggling camera maker’s failed efforts at diversification leave investors with little to hang on.

The Business Cycle Is Different This Time---Thank China

Tue, 09 Jan 2018 09:50:39 EST

The business cycle hasn’t evaporated—it’s just at different points in the world’s two largest economies. That explains the mixed signals on global growth which are befuddling investors.

Celgene Can't Cure the Biotech Blues

Mon, 08 Jan 2018 13:36:10 EST

Celgene’s outlook wasn’t good enough to win back investors. That’s bad news for all of biotech.

Why Everything Is Still Awesome in Global Markets

Mon, 08 Jan 2018 08:27:31 EST

The calendar has rolled over but global markets are still thriving on the 2017 playbook. That means that big questions over why growth and inflation are so out of whack with each other remain unanswered.

The High Stakes in the Looming Fannie and Freddie Overhaul

Mon, 08 Jan 2018 11:32:22 EST

A decade after the collapsing housing market led to a dramatic bailout of Fannie Mae and Freddie Mac, Congress is gearing up to tackle the politically thorny issue of housing finance reform in 2018.

The Price Gap That's Squeezing the Auto Market

Mon, 08 Jan 2018 10:59:36 EST

The widening difference in prices between new and used cars augurs pain for auto-makers profits in the U.S.

China's Electric Car Market Has Grown Up

Thu, 11 Jan 2018 10:54:18 EST

Beijing has offered the electric car market plenty of support, but there now appears to be solid demand from consumers to go green. That should give confidence to investors in the sector.

Retail's Tax Windfall Provides Ammunition Against Amazon

Mon, 08 Jan 2018 00:31:28 EST

Corporate tax cuts mean a free cash flow for retailers. How will they use it?

The Mystery of the Risk-Free Greek Bond

Mon, 08 Jan 2018 00:30:34 EST

If you thought markets were insane when the yield on European junk bonds fell below that of the 10-year Treasury last year, look away now: the two-year Greek yield has recently fallen below the two-year U.S. yield.

Finally, a Brighter Outlook for Wages

Mon, 08 Jan 2018 10:35:12 EST

Rising wages have been one important missing element of the economic expansion. Now there is evidence worker pay will start to pick up.

Now Italy Is Growing, Can It Lighten Its Huge Debt Load?

Fri, 05 Jan 2018 11:27:10 EST

Italy, Europe’s most indebted large economy, is at the crossroads again. Growth has picked up finally, and the country’s bank cleanup is in progress. But the national election due in early March puts the country’s debt back in focus.

Drug Industry Is Ripe for a Wave of Deals

Fri, 05 Jan 2018 08:10:26 EST

Big pharma and biotech aren’t benefiting as much from higher drug prices. That raises the possibility of large deals.