Heard on the Street

Financial Analysis & Commentary

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    Dollar's China Conundrum

    Pessimism about the outlook for yuan appreciation may make sense, but there is at least one variable at work that is outside Beijing's control: the value of the dollar.

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    Electronic Currents Diverge in Japan

    What a difference three years can make in the Japanese electronics industry, which has more or less divided in two since the 2008 Lehman shock triggered an export slump.

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    Inaction Speaks Volumes at RBA

    Handed a solid case for cutting interest rates—weak retail sales, falling home prices, a long slide in construction activity—Australia's central bank instead decided to hold steady and hope for the best.

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    With Verizon, a Coinstar Is Reborn

    Monday was a telling day in home entertainment. Two ambitious players bought into the video-streaming business and one left its DVD division on the curb.

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    Lazard Pays for Previous Largess

    Wall Street makes nothing simple. Pay is no different. Investment bank Lazard is a case in point.

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    Coalface Cracks Under Cheap Gas

    Cheap natural gas creates winners and losers. Coal miners fall into the latter camp.

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    Will More QE Help the U.K.?

    The Bank of England is likely to unleash a further round of quantitative easing this week. But whether this is the right monetary medicine remains an open question.

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    Glencore's Oppressed Minorities

    Xstrata's minority shareholders have taken center stage in the debate over the merits of the miner's proposed merger with Glencore. But what of Glencore's own minorities, who own 17% of its shares?

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    Perpetual Motion Still Unproven

    Investors cheered the ouster of Perpetual Ltd.'s chief executive Monday. They should have held their applause.

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    China's Export Pain May Be Mexico's Gain

    Buying stuff from China isn't such a bargain anymore. One consequence of that: Companies that move freight from Mexico are getting busier.

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    As Studios Fight Back, Will Coinstar Box Itself Into a Corner?

    The most powerful studios in Hollywood have yet a another star to schmooze: the DVD kiosk.

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    Playing New Zynga Game At Facebook

    Since Zynga generates the vast majority of its revenue through Facebook, analysts tried to use Facebook's financial results to figure Zynga's fourth-quarter earnings. But the models have too many moving parts.

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    Bernanke Puts Lid on Treasury Yields

    The employment report was very good. So why aren't long-term Treasury yields jumping for sorrow?

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