Christine Idzelis
@CIdzelis
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Markets reporter for @MarketWatch. Native New Englander. Brooklyn for years. Opinions are all mine.
New York City
Joined February 2014
Inflation angst lingers for investors even as Treasury yields are little moved by Fed minutes
marketwatch.com
Inflation worries are lingering on the minds of investors, even if Treasury yields were little changed Wednesday by the release of minutes of the Federal Reserve’s last policy meeting.
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Japan ETFs rally sharply as election of party leader Takaichi signals ‘fiscal taps may stay open’
marketwatch.com
ETFs that buy Japanese stocks were rallying Monday, adding to their surge this year, after the weekend election of Sanae Takaichi to lead Japan’s Liberal Democratic Party put her on track to become...
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This S&P 500 sector gauge points to ‘excessive’ confidence and imminent pullback
marketwatch.com
Sectors in the U.S. stock market just traded in a way that suggests investors are excessively confident and a pullback may be near, according to DataTrek Research.
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China has ‘not bought a bushel’ of soybeans from U.S. farmers this year. What happens to the crop now? https://t.co/WpUuBPn1JO via @MarketWatch
marketwatch.com
For U.S. farmers, abundant rains to fuel a bumper crop would normally be good news — but it won’t matter how much they produce this year if China, the world’s biggest buyer of soybeans, doesn’t...
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ETFs that protect against ‘painful’ stock-market drops are attracting worried investors
marketwatch.com
Investors seeking to manage risk in their portfolios are turning to ETFs that buffer against losses in the stock market.
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The S&P 500 is about to enter its strongest quarter of the year historically, this chart shows
marketwatch.com
The S&P 500 has rallied so far in 2025 — and it’s about to enter its strongest quarter of the year historically, a chart from Bespoke Investment Group shows.
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Demand for investment-grade bond ETFs surges as Oracle pushes up supply of new debt
marketwatch.com
Investors have piled back into exchange-traded funds focused on investment-grade corporate bonds, amid a surging supply of new debt in that part of the fixed-income market.
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Here’s how stocks historically perform after Fed rate cuts when trading near record highs
marketwatch.com
The path for the U.S. stock market, which is trading near all-time highs, is probably higher after the Federal Reserve last week cut its benchmark interest rate, according to LPL Financial.
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Why the rally in stocks may only ‘pause’ into year-end despite a ‘stretched’ market
marketwatch.com
The bull market in U.S. stocks might not see much more than a pause for the rest of this year, despite the S&P 500’s lofty valuation, according to Morgan Stanley’s Andrew Slimmon.
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These are the top 22 stocks pushing the S&P 500 into record territory — and it’s not all Big Tech
marketwatch.com
DataTrek remains positive on U.S. large-cap stocks, but expects more bearish commentary related to valuation in the days ahead.
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Treasury yields rise after Fed rate cut, with Powell in no ‘sprint’ to loosen policy
marketwatch.com
Investors in the bond market are adjusting their positioning in the aftermath of the Fed’s shift in monetary policy.
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The bond market is pricing in rate cuts, but that doesn’t necessarily signal a recession, says Vanguard’s Michael Chang
marketwatch.com
The bond market has priced in interest-rate cuts ahead of the Federal Reserve’s upcoming rate decision — but that’s probably not signaling a recession, according to Vanguard’s Michael Chang, head of...
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What stocks may need to rise in ‘a market for only the most bright-eyed optimists’
marketwatch.com
DataTrek Research analyzed the S&P 500’s “fair value” amid worries over the U.S. stock market’s high valuations.
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BlackRock turns ‘neutral’ on long-term Treasurys ahead of potential Fed rate cuts
marketwatch.com
BlackRock shifted its tactical view of long-term Treasurys but said the macroeconomic backdrop is “murky.”
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As Fed nears highly anticipated rate cut, the market ‘really hinges’ on 10-year Treasury yield
marketwatch.com
As anticipation builds around the Federal Reserve’s likely interest-rate cut next week, J.P. Morgan Asset Management’s Phil Camporeale is keeping his eye on the behavior of a particular Treasury bond...
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Family offices favor this area of bonds ahead of potential Fed rate cuts, Goldman Sachs finds
marketwatch.com
As the bond market signals the Fed may resume its interest-rate cutting cycle as soon as next week, investors are weighing how much duration risk to take in fixed income.
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“The relative lack of AI mentions across multiple sectors and over 40 percent of the S&P 500 is the upside story for this technology,” said Nicholas Colas, co-founder of DataTrek." @CIdzelis @MarketWatch
marketwatch.com
Just four of the S&P 500’s 11 sectors had above-average mentions of artificial intelligence on their second-quarter earnings calls this year, a sign of the upside potential of AI as it should...
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Stock market’s consumer sectors are ‘unfavorable’ after lagging S&P 500 earnings growth
marketwatch.com
The U.S. stock market’s consumer sectors remain “unfavorable” amid ongoing concern over how tariffs may change shopping behavior, according to the Wells Fargo Investment Institute.
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S&P 500 books record as falling rates bring ‘relief’ — but beware the ‘tale of two bond markets’
marketwatch.com
Interest rates in the bond market have retreated this week as investors anticipate the Fed may soon cut rates — but their recent behavior also suggests worries over risks such as inflation.
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With the traditional mix of stocks and bonds now riskier, here are ways to diversify, says BlackRock
marketwatch.com
The profile of traditional investment portfolios has become more volatile, necessitating a rethink around allocations, according to BlackRock.
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