IVE News and Press, iShares S&P 500 Value From 03/07/23

2023-03-07 03:47:00 ET Summary The S&P 500 recovered a large portion of the ground in lost in the trading week ending on 3 March 2023. The CME Group's FedWatch Tool continued to project three consecutive quarter-point rate hikes at the Fed's upcoming 22 March, 3 May and 14 Jun...

2023-03-06 04:15:00 ET Summary The Q4 2023 S&P 500 EPS growth is still reflecting 10% y.y, and it has not been revised down even though Q1 and Q2 ’23 EPS estimates continue to be revised lower. The Friday, March 10th, 2023 nonfarm payroll report is expecting +210,000 &#...

Summary Stronger economic indicators released over the past month suggest that the economy started the year off solidly with no recession in the near term. After a couple of weak months, consumer spending jumped for January. Continued modestly above-trend economic growth is occurrin...

Summary The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note r...

Summary Fourth-quarter results showed consumers balked at higher prices. Together, Google, Amazon, and Microsoft command roughly three-quarters of the cloud market and we find the soft results for all three to be a potential canary in the coal mine for the economy. We expect the foc...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary The good news is that rising inflation does not necessarily mean the end of the bull market. The S&P 500 is currently valued at nearly 19x 2023 earnings. Stocks can go higher but in near-term, particularly when it comes to lower quality, volatile names. By Ru...

Summary Invesco S&P 500 High Beta ETF has pulled back modestly from its Feb. 2 peak. High dividend yield and low volatility have joined momentum as year-to-date losers in recent weeks. The recent recovery in the upside bias suggests that most of the funds will continue to hold o...

Summary The core idea of value investing remains unchanged since its introduction by Graham and Dodd in the 1930s: fundamentally cheap stocks tend to beat expensive stocks on average. The iShares Edge MSCI USA Value Factor ETF tracks the MSCI USA Enhanced Value Index and provides cheap,...

Summary The S&P 500 always offers two things at the same time: the chance to make a positive return, and the risk of loss - sometimes major loss. A while back, I created something called the S&P X-Ray, which shows my expected trading ranges over the coming weeks, months and year...