BBMC News and Press, JPMorgan BetaBuilders U.S. Mid Cap Equity From 08/08/23

2023-08-08 22:20:00 ET Summary Important to the Fed: Tighter lending standards, sticky US wage growth, and moderating job growth, may weigh on a September Fed rate decision. Some negatives: US credit downgrade, more signs of global manufacturing weakness, and a Bank of England rat...

2023-08-07 15:23:00 ET Summary The S&P 500 went on to close the week at 4,478.03, down 2.3% from where it ended the previous week. Looking further forward, we'll be coming up on another prolonged period where the echo effect will affect the dividend futures-based model's proje...

2023-08-07 04:04:00 ET Summary The forward 4-quarter estimate rose $0.40 this past week to $230.84 from last week’s $230.44. For the first time this quarter, the quarterly, bottom-up, S&P 500 EPS estimate for Q2 ’23 ended the week at $53.26, higher than the June ...

2023-08-06 06:13:00 ET Summary There is currently a Great Divide happening between the near depressionary economy versus a surging bull market in equities. The massive expansion in earnings due to the stimulus-related surge boosted the EPS average higher by over a percentage point...

2023-08-06 05:45:00 ET Summary There are three basic ways to test an investment strategy. Each has its own unique set of pros and cons, but only one is practical. The best approach is to develop a strategy and then run it with real money out of sample for at least 3 to 5 years. ...

2023-08-02 03:35:00 ET Summary The S&P 500’s Q2 EPS beat rate has been impressive, but overall earnings growth trends are less sanguine. In focus this week are unusual events from three companies that span the sector and thematic spectrums. Activist investors may al...

2023-08-01 04:58:00 ET Summary In the second half of 2023, investors will likely face a theme of “resistance,” with equity valuations elevated, earnings facing headwinds and the Fed trying to cool off the job market. By 2024, we think resistance will give way to “...

2023-08-01 01:13:00 ET Summary The S&P 500 rose 1% during the fourth and final week of July 2023. The major market-moving news event of the week was the Federal Reserve's quarter-point rate hike, which it announced on Wednesday, 26 July 2023. The BEA's first estimate of re...

2023-07-30 04:04:00 ET Summary We believe the post-pandemic investment regime characterized by higher inflation, rates, and valuations will require a new approach to equity investing. While there are no crystal balls in investing and markets are notoriously unpredictable, we see v...

2023-07-28 20:55:00 ET Summary Roughly half of the S&P 500 has reported their Q2 ’23 financial results, and the forward estimate has firmed up a little bit. The 2023 and 2024 calendar year EPS estimates for the S&P 500 were also revised higher this week. The for...