BBMC News and Press, JPMorgan BetaBuilders U.S. Mid Cap Equity From 01/20/24

2024-01-20 21:06:00 ET Summary Our belief is that there will primarily be one call to get correct - one call to rule them all - and that is whether the US economy has a hard landing (recession) or a soft one. Every hard landing starts out as a soft landing, marked by the Fed's int...

2024-01-20 10:30:00 ET Summary On Friday, the S&P 500 Index hit a new high, surpassing its previous record set in January 2022. A resilient economy, quickly fading inflation, and strong 2023 performance fueled the market’s new record. It’s far more interestin...

2024-01-18 04:04:00 ET Summary As we move into 2024, it looks like expectations have been reset, with most forecasters now expecting the economy to glide in for a soft landing and interest rates to decline, and while that may seem like good news, it will represent a challenge for equi...

2024-01-17 00:35:00 ET Summary Banks kick off earnings season on a sour note. The LERI shows corporate uncertainty easing to its lowest level since 2015. Up next: Morgan Stanley, Goldman Sachs, Taiwan Semiconductor Manufacturing, Birkenstock. Peak weeks for Q4 season run f...

2024-01-16 21:20:00 ET Summary January US Empire Manufacturing reading this morning was -43.7, much worse than the -5 estimated and much weaker than during the 2008 financial crisis/great recession. The analyst consensus is for S&P earnings per share growth of more than 10 per...

2024-01-16 21:17:00 ET Summary SPX index rose 1.8% to 4,783.83. After the week's headlines, the CME Group's FedWatch Tool projects the Fed will hold the Federal Funds Rate steady in a target range of 5.25-5.50% until 20, March 2023 (2024-Q1), when investors anticipate it will laun...

2024-01-14 00:20:00 ET Summary Looking back at last year, the best investment decision would have been to ignore diversification. Throughout history, we’ve seen numerous instances where capital heavily concentrates on a single company or a small cluster of stocks. We ar...

2024-01-13 01:45:00 ET Summary What to expect in the upcoming earnings season. Can the Fed still cut rates after the latest CPI data? The market implications if inflation continues to be sticky. Markets have been pricing in a U.S. Fed interest rate cut by as early ...

2024-01-12 15:04:00 ET Summary The S&P 500 was just shy of its all-time high at the end of 2021, with a market cap of $40.36 trillion. The S&P 500 was approaching that record high again as of the end of 2023, with a market cap of $40.04 trillion. The top 10 component s...

2024-01-12 10:14:43 ET Summary The following article is my most comprehensive review yet of 102 small-cap ETFs with weighted average market caps up to $8 billion. Below, you'll find detailed performance histories and in-depth fundamental analysis covering the profitability, valuat...