IVOO News and Press, Vanguard S&P Mid-Cap 400 From 04/16/24

2024-04-16 07:30:00 ET Summary Five mega forces that are shaping the macroeconomic landscape and demographic divergence is another one of them. The aging of populations will limit how much major economies can produce and grow, leaving governments with less tax revenue to support r...

2024-04-16 05:20:00 ET Summary In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest rate cuts are unlikely in the months ahead. The policy-sensitive US 2-year Treasury yield has...

2024-04-16 03:39:00 ET Summary Remarkably strong retail sales numbers for March contradict somewhat weaker survey and credit card spending evidence. But with jobs, inflation, and activity all beating expectations, the Federal Reserve is in no position to carry through with interes...

2024-04-16 02:35:00 ET Summary The repercussions of delayed rate cuts continued to shake out in the U.S. stock market in the past week. The S&P 500 (Index: SPX) dropped a little over 1.5% from where it ended the previous week to close at 5,123.41 on Friday, 12 April 2024. ...

2024-04-15 20:35:00 ET Summary The “expected” Q1 ’24 SP 500 EPS growth has fallen to +2.7% as of Friday, April 12th, ’24 (down from +5% as of last Friday, April 5th. Q4 ’23 S&P 500 EPS expected YoY growth peaked at +10.9% on 9/22/23, then fel...

2024-04-15 14:45:50 ET Summary The markets have had a strong start to 2024, with positive performance in Q1. The March U.S. inflation statistics have stimulated concerns about projected Federal Reserve interest rate cuts and market direction. I believe that the inflation stati...

2024-04-15 12:40:00 ET Summary As Q1 earnings season starts, we eye signs of earnings growth broadening beyond tech stocks to industrials and others. We stay overweight U.S. equities. Crude oil prices rose, partly on heightened tensions in the Middle East. We are monitoring the ri...

2024-04-14 23:30:56 ET Summary Iran launched missile and drone attacks against Israel over the weekend, stoking fears of escalation in the Middle East. Media reports indicate that the Iranian attacks were largely unsuccessful. Do investors need to worry? Conflict in the Middle...

2024-04-14 16:46:43 ET Summary Due to high government spending and a series of hot inflation reports, Treasury yields are near 20-year highs, with implications for housing, autos, banks, tech, and the stock market. The potential for much higher yields is supported by theoretical, ...

2024-04-14 06:30:00 ET Summary The US CPI report and ECB policy meeting highlight divergent paths for the Fed and ECB, driving further dollar strength. Widening spreads between central banks and interest rates could send the euro lower and impact other currency pairs. The stro...