IVE News and Press, iShares S&P 500 Value From 02/23/23

Summary December 2022 was a gloomy month for the expected future of the S&P 500's dividends. The CME Group's S&P 500 quarterly dividend futures projected dividend payouts would decline during the third and fourth quarters of 2023. S&P reports the amount of dividends per ...

Summary In all previous Fed tightening episodes since 1989, the yield curve has never been as inverted as it is today. History strongly suggests that at this juncture in the monetary policy and economic cycles, yield curves are nearing a point of normalization. Yield curve normaliza...

Summary At present, we estimate that a market loss of about -30% would be required to restore expected 10-year S&P 500 total returns to the same level as 10-year Treasury bond yields. It is dangerous and almost superstitious to take the bloated profit margins and corporate earnings ...

Summary S&P 500 blended EPS growth for Q4 increases for the second week in a row, now expected to come in at -4.7%. Peak earnings season rolls on this week with 1,524 global companies expected to report, as investors start to focus on Consumer Discretionary names. Potential surp...

Summary Every three months, we take a snapshot of the expectations for future earnings in the S&P 500 (SPX) at approximately the midpoint of the current quarter, shortly after most U.S. firms have announced their previous quarter's earnings. Standard & Poor's projects ...

Summary If the Fed won’t follow the bond market, maybe the bond market will follow the Fed. Last year’s decline in stocks was not about earnings but about rising interest rates. Shorting options tend to suppress volatility indexes, which is one reason why the VIX has b...

Summary As we exit the peak period of earnings season, we review the S&P 500 2022 Q4 earnings season in more detail, providing both aggregate and company level insights. Using data from the February 17th S&P 500 Earnings Scorecard, 81% of constituents have reported results (88% ...

Summary The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October’s trough. The market could continue to rally, of course. Running the numbers based on rolling 1-year return suggests there’s still a fair amount...

Summary The S&P 500 (SPX) retreated 0.3% from the previous week's close to reach a value of 4079.09 during the trading week ending on Friday, 17 February 2023. The Atlanta Fed's GDPNow tool's projection for real GDP growth in the first quarter of 2023 rose to +2.5% from its pre...

Summary Value investing is one of the oldest investment styles, and the original idea remains unchanged: cheap stocks tend to outperform expensive stocks on average. Despite weak performance from 2018 until recently, the underlying drivers of the value premium remain still valid and the...