ACTV News and Press, TWO RDS SHARED TR From 07/03/24

2024-07-03 15:20:00 ET Summary Broad-based weakness in the ISM services index coupled with an upward trend in jobless claims suggests that the pieces are falling into place regarding a September interest rate cut from the Federal Reserve. The Fed is signalling just one cut this ye...

2024-07-03 08:15:00 ET Summary Alpinum Investment Management is a Swiss asset manager whose key areas of expertise include. traditional and alternative credit investments, direct lending and hedge funds. The global economy is demonstrating resilience, especially for the US, China ...

2024-07-03 07:11:21 ET Summary Powell said that payroll jobs could be overstated, suggesting that the Fed is aware that we could be near a recession. The birth/death model added 231K jobs in May. The June labor market is likely to confirm that the labor market is weakening, based ...

2024-07-03 05:10:00 ET Summary Crescat is a global macro asset management firm. We develop tactical investment themes based on proprietary value-driven models. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. Many will argu...

2024-07-03 03:35:00 ET Summary Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors. In total, it manages over $600 million of assets across...

2024-07-02 22:10:00 ET Summary As we moved through the month of June, economic data and market action brought more of the same. Major indices continued to grind higher, led by a smaller number of names, while yields moved modestly lower. Fiscal support had largely run its cour...

2024-07-02 15:05:00 ET Summary The U.S. economy has not entered a recession despite the inverted yield curve, which historically predicted recessions, and this may be due to the relatively solid labor market setting. The monthly Employment Situation report and the initial jobless ...

2024-07-02 14:10:00 ET Summary Of the eleven sectors, all but one (Energy) have averaged gains in the month following the close on July 2nd. Taking a longer-term time frame, the three-month period following the close on July 2nd has been one of the weakest times of year for equiti...

2024-07-02 12:53:00 ET Summary Job openings improved, but the trend is still softening. The soft quits rate suggests the jobs market has normalised. Inflation pressures emanating from the jobs market should continue to cool, keeping the door open for rate cuts later this year....

2024-07-02 10:50:00 ET Summary Motio Research's estimate of median household income in the United States for April 2024 is $78,238. Our initial estimate of median household income in May 2024 is $77,949. Median household income remains 4.4% below its April 2024 inflation adjus...