BBMC News and Press, JPMorgan BetaBuilders U.S. Mid Cap Equity From 12/07/23

2023-12-07 13:59:00 ET Summary For much of the past month and a half, the S&P 500 Index has rallied, recovering all the lost ground from the summer/fall correction. Upside momentum has stalled at roughly the 4550 to 4600 range. Although expectations for lower rates have pr...

2023-12-07 09:15:00 ET Summary Global markets have exceeded expectations in 2023, but the outlook for 2024 is more cautious due to restrictive monetary policy, slowing growth, and geopolitical tensions. The US Federal Reserve's "higher for longer" approach will strain finances in ...

2023-12-05 20:00:00 ET Summary The S&P 500 Equalweight index, which gives each stock in the index an equal 0.2% weighting, is currently trading at the same level it was at back in April 2021. Investors used to getting the standard 8-10% per year in the US stock market have got...

2023-12-04 20:00:00 ET Summary We have seen a big rotation out of tech and into financials, small caps and all sorts of under-performing sectors that have done little so far in 2023, until now. It is a bad idea for 90% of the gains in the S&P 500 index in 2023, going into the ...

2023-12-04 14:34:00 ET Summary S&P 500 rose nearly 0.8% to close at 4594.63, just 4.2% below its all-time record high. The spike in long-term U.S. Treasury yields, stock prices have risen as the outlook for economic growth in the U.S. economy shows signs of slowing. The CM...

2023-12-04 04:30:00 ET Summary After five consecutive up weeks, we are now just 4.2% below the record-high water mark, set back in January 2022. The best performer last week was Blockchain, as Bitcoin and other cryptocurrencies continued to rally. Palladium prices fell last we...

2023-12-04 03:29:00 ET Summary The forward 4-quarter estimate jumped this week to $236.41 from last week’s $235.82 and 9/30/23’s $232.95. 2024’s S&P 500 EPS estimate is as of Friday, December 1, ’23, $245.75, versus the 2024 estimate as of 9/30/23 o...

2023-12-01 22:15:00 ET Summary With all this potential recession talk that has lasted two years, you would expect a lump of coal to arrive in your Christmas stocking this year. Quite the contrary, Santa Claus appears to have arrived early this year as evidenced by the +8.9% spike ...

2023-11-30 23:30:00 ET Summary Interest-rate hikes in the United States are on pause but may remain higher for longer with lagged effects likely to manifest in early 2024. There is renewed investor interest in fixed income as the asset class offers the potential for income and tot...

2023-11-28 23:25:00 ET Summary Through October, the year-to-date performance of U.S. small-mid-cap (SMID) equities, in comparison to large-cap equities, has been abysmal. The underperformance of smaller caps didn’t just start this year. Rather, it has extended for well over...