Saturday, July 26, 2014
Reading Indicators
June CPI data showed some moderation, and consumers could see more price relief in the future, says Morningstar's Bob Johnson.
Video Report
After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.
Video Report
The gap between the core economies and the periphery is beginning to close, but challenges remain, says Morningstar's Jose Garcia Zarate.
Morningstar Minute
Earnings Update
Regulation, rates, and real estate all made headlines in the financial-services sector in recent months and could create ongoing headwinds for several firms.
    Earnings Insights
    Stock Analyst Notes
    The online retail giant's third-quarter outlook draws some concern, but we have conviction in the firm's margin expansion and investments, says Morningstar's
    Morningstar Specialists
    Josh Peters: Dividend Investing
    Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
      Rekenthaler Report
      Yes, they do affect retail funds.
        Bob Johnson: Reading Indicators
        Although inflation has ticked up from 2013 levels, it remains below its historical average and a long way from a worrisome level, says Morningstar's Bob Johnson.
          Sam Lee: Rational Investing
          And when to make big bets.
            Christine Benz: Real-life Finance
            In their efforts to avoid certain risk factors, investors may be inadvertently exacerbating others, says Morningstar's Christine Benz.
              Russ Kinnel: Fund Investing
              Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's
              Russ Kinnel.
                Matt Coffina: Wide-Moat Investing
                With the uptick in merger and acquisition activity, whether it be for tax-inversion or strategic reasons, investors should focus on the target company, which can benefit from the deal immediately, says Morningstar's Matt Coffina.
                  ETFs
                  ETF Spotlight
                  China enthusiasts can now gain access to China's A-share market via ETFs.
                    Stocks
                    Earnings Insights
                    Merging its J:COM stake and offering converged services have been key to KDDI's success.
                      Closed-End Funds
                      CEF Weekly
                      As rates grind lower, the opportunity set of high-yielding investments will shrink.
                        Mutual Funds
                        Fund Spy
                        High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
                          Real Life Finance
                          The Short Answer
                          We clear up terms such as margin of safety, risk-free rate of return, and sensitive stocks.
                            Perspectives
                            Perspectives: GMO
                            GMO's Jeremy Grantham looks back at investing mistakes made over his 47-year career, expresses his concerns about a highflying market as well as a dearth of food and fertilizer, and revisits the Keystone.
                              Bonds
                              Video Report
                              The risk of bank-loan defaults is muted at the same time investor demand for such products remains elevated, but this volatile asset class is not for near-term cash needs, says Fidelity's Eric Mollenhauer.
                                Market Barometer
                                Lg
                                Md
                                Sm
                                Value—Growth
                                Day Return
                                +1.25%
                                0
                                -1.25%
                                1Wk Return
                                +1.25%
                                0
                                -1.25%
                                1Mo Return
                                +4%
                                0
                                -4%
                                3Mo Return
                                +8%
                                0
                                -8%
                                1Yr Return
                                +20%
                                0
                                -20%
                                3Yr Return
                                +20%
                                0
                                -20%
                                1Wk1Mo3Mo1Yr3Yr
                                Market Consensus
                                0.3%
                                Actual
                                0.7%
                                Market Consensus
                                0.7%
                                Actual
                                0.8%
                                Market Consensus
                                -0.8%
                                Actual
                                Market Consensus
                                10.0%
                                Actual
                                Market Consensus
                                85.6
                                Actual
                                Market Consensus
                                0.25%
                                Actual
                                Market Indexes
                                DJIA
                                16,961
                                -123.2
                                -0.7%
                                S&P 500
                                1,978
                                -9.6
                                -0.5%
                                NASDAQ
                                4,450
                                -22.5
                                -0.5%
                                Morningstar U.S. Market
                                4,987
                                -26.2
                                -0.5%
                                Morningstar Small Cap
                                7,479
                                -65.0
                                -0.9%
                                Commodity Futures
                                Gold
                                $1,294.80
                                0.33%
                                Jul 14
                                Light Crude
                                $101.89
                                -0.18%
                                Sep 14
                                Natural Gas
                                $3.78
                                -1.66%
                                Aug 14
                                Maturity
                                %Yield
                                6 Month
                                0.06
                                2 Year
                                0.53
                                5 Year
                                1.69
                                10 Year
                                2.48
                                30 Year
                                3.24
                                1 Yr Ago
                                Last Close
                                Data as of last close