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Critical Information for the U.S. Trading Day

Our flagship newsletter, Need to Know, guides investors to the most important, insightful items required to chart a course ahead of each trading day.

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Cash is still king, says Barclays. Here are six of its investment ideas.

In environments in which investors can sit in cash yielding 5.4%, it is unreasonable to expect significant outperformance from stocks or bonds, says the bank.

GBPJPY

0.22%

Sep. 7, 2023 at 8:22 a.m. ET by Jamie Chisholm

Saudi Arabia as the new Switzerland? A new world order makes markets riskier, says JPMorgan strategist.

JPMorgan strategist says he won't turn bullish until rates fall and geopolitical risks recede.

Sep. 6, 2023 at 8:28 a.m. ET by Steve Goldstein

Stocks and bonds are out of balance. Here’s what could come next.

The earnings-to-price ratio on the S&P 500 is on the verge of being overtaken by the 10-year Treasury. How it may get resolved.

Sep. 5, 2023 at 8:27 a.m. ET by Steve Goldstein

Why pricey French bags are better than U.S. tech, according to this analyst

French luxury groups have sustainable pricing power and long established moats that help pull in the profits

Sep. 1, 2023 at 8:40 a.m. ET by Jamie Chisholm

These stocks — the ‘beating heart’ of the economy — are in trouble, says strategist

Updating his "maddest macro chart," Société Générale strategist says "beneath the megacaps, the vast bulk of companies are in big trouble."

ES00

-0.12%

Aug. 31, 2023 at 9:32 a.m. ET by Barbara Kollmeyer

Update your iPhone: Apple just pushed out an important security update

‘She needs the money for care’: My 103-year-old grandmother’s adviser bought 5 bank stocks. She lost $300,000. Can I sue?

When a cardiologist invited his patients to walk with him in a local park, 100 people showed up. It was the beginning of a global program.

Cruise travel is back but economic uncertainty may cool future demand

I’m retiring at 65 with $2 million, an $850,000 home and $3,500 a month in Social Security. Should I follow the 4% rule if I don’t want to leave an inheritance?

Hedge funds have made a huge push into risky assets. Here’s what that means.

BOX

-0.38%

Aug. 30, 2023 at 10:03 a.m. ET by Barbara Kollmeyer

After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.

ES00

-0.12%

Aug. 29, 2023 at 9:33 a.m. ET by Barbara Kollmeyer

Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings

ES00

-0.12%

Aug. 28, 2023 at 8:53 a.m. ET by Steve Goldstein

Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak

WDAY

0.83%

Aug. 25, 2023 at 8:19 a.m. ET by Jamie Chisholm

It may not be too late to buy Nvidia, but here’s a better idea, say these fund managers

NQ00

-0.06%

Aug. 24, 2023 at 9:53 a.m. ET by Barbara Kollmeyer

If markets sell off again, get ready to buy U.S. stocks, says HSBC

Aug. 23, 2023 at 10:45 a.m. ET by Barbara Kollmeyer

‘This is no longer a buy-the-dip market.’ Why this Goldman Sachs veteran is worried about the stock market.

ES00

-0.12%

Aug. 23, 2023 at 9:30 a.m. ET by Barbara Kollmeyer

The history of companies with Nvidia-like valuations isn’t a good one

Aug. 23, 2023 at 8:55 a.m. ET by Steve Goldstein

Nvidia may be the AI stock for now, but here are the picks for later, says Goldman Sachs

ES00

-0.12%

Aug. 22, 2023 at 10:19 a.m. ET by Barbara Kollmeyer

Bond yields hold the key to an emotional market that can change on a dime, says this strategist

ES00

-0.12%

Aug. 18, 2023 at 9:30 a.m. ET by Jamie Chisholm

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

ES00

-0.12%

Aug. 16, 2023 at 9:57 a.m. ET by Barbara Kollmeyer

Fund managers are less bearish than they’ve been in more than a year, says Bank of America, wiping out a buy signal

YM00

-0.12%

Aug. 15, 2023 at 9:40 a.m. ET by Barbara Kollmeyer

Aug. 7, 2023 at 9:27 a.m. ET by Steve Goldstein

Markets are mostly punishing earnings reports — except these stocks

Aug. 4, 2023 at 8:45 a.m. ET by Jamie Chisholm

Apple and Amazon results may hold the key to any market rebound. Here’s the technical set-up.

Aug. 3, 2023 at 6:26 a.m. ET by Jamie Chisholm

Need to Know

Critical Information for the U.S. Trading Day

Cash is still king, says Barclays. Here are six of its investment ideas.

Saudi Arabia as the new Switzerland? A new world order makes markets riskier, says JPMorgan strategist.

Stocks and bonds are out of balance. Here’s what could come next.

Why pricey French bags are better than U.S. tech, according to this analyst

These stocks — the ‘beating heart’ of the economy — are in trouble, says strategist

Most Popular

Update your iPhone: Apple just pushed out an important security update

‘She needs the money for care’: My 103-year-old grandmother’s adviser bought 5 bank stocks. She lost $300,000. Can I sue?

Here’s why Wall Street may be overreacting about Apple’s China’s challenges

Confused about how much to tip? Here is a detailed guide

Retire to Arizona? Seriously?

VinFast loses more than $140 billion in market cap in two weeks after week-long nosedive for EV maker

Nio, Alibaba stocks drop as part of broad selloff in the ADS of China-based companies

When a cardiologist invited his patients to walk with him in a local park, 100 people showed up. It was the beginning of a global program.

Cruise travel is back but economic uncertainty may cool future demand

I’m retiring at 65 with $2 million, an $850,000 home and $3,500 a month in Social Security. Should I follow the 4% rule if I don’t want to leave an inheritance?

More from Need to Know

Hedge funds have made a huge push into risky assets. Here’s what that means.

After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.

Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings

Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak

It may not be too late to buy Nvidia, but here’s a better idea, say these fund managers

If markets sell off again, get ready to buy U.S. stocks, says HSBC

‘This is no longer a buy-the-dip market.’ Why this Goldman Sachs veteran is worried about the stock market.

The history of companies with Nvidia-like valuations isn’t a good one

Nvidia may be the AI stock for now, but here are the picks for later, says Goldman Sachs

Bond yields hold the key to an emotional market that can change on a dime, says this strategist

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

Fund managers are less bearish than they’ve been in more than a year, says Bank of America, wiping out a buy signal

Legendary investor Seth Klarman just got back into Amazon and bought three other stocks

If America’s debt spiral gets worse, here’s the stock that may benefit, says fund manager

Why Dr. Copper has lost its degree in forecasting the economy

Strategist who forecasted inflation surge now expects ‘stagflation lite’

The U.S. may have lost jobs last month, one Wall Street strategist says

Stocks will be pressured by a ‘summer risk burnout,’ major bank says

Markets are mostly punishing earnings reports — except these stocks

Apple and Amazon results may hold the key to any market rebound. Here’s the technical set-up.

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