IVW News and Press, iShares S&P 500 Growth From 01/28/24

2024-01-28 07:00:00 ET Summary The week of January 29 is crucial for the market's narrative, with earnings growth, fiscal and monetary policy, and economic data in focus. The US Treasury will announce its Marketable Borrowing Estimates, potentially impacting rates and financial co...

2024-01-27 10:30:00 ET Summary While it’s more than $34 trillion, the US debt isn’t necessarily a problem for investors, in my view, for eight reasons. The US is a good creditor with more assets than liabilities, and a significant portion of the debt is domestically ...

2024-01-27 09:15:00 ET Summary The coming weeks will likely continue the correction of the trends that began last month. Official comments and some high-frequency economic data have encouraged participants to rein in their expectations, reducing the odds of a rate cuts in Q1 and p...

2024-01-27 03:05:00 ET Summary US gross domestic product surprised to the upside in the fourth quarter of 2023, primarily led by US consumers and the government. The growth mix to remain broadly similar going forward, with the consumer and the government likely to power growth in ...

2024-01-27 01:45:00 ET Summary This week brought with it a couple more pieces of data to suggest that the positive trend the US economy enjoyed throughout 2023 is far from over. The good news this week: Gross Domestic Product (GDP) grew at a real quarterly rate (annualized) of 3.3...

2024-01-27 01:25:00 ET Summary Higher interest rates have had a significant (i.e., disinflationary) impact on important segments of the economy. Banks are still flush with liquidity. The Fed is not starving the system for liquidity as it did in prior tightening episodes. Durab...

2024-01-27 00:37:13 ET Summary Global PMIs improve, but "manufacturing" remains in contraction. A baffling backdrop, US Manufacturing in recession, LEI data contracts for 21 straight months while Q4 GDP is reported at 3.3%. The S&P and DJIA record more new highs, but the Y...

2024-01-27 00:12:00 ET Summary U.S. markets are trading at record highs. What's driving the gains? What is the breadth looking like? What the latest earnings season is telling us about equities. U.S. markets have been trading in record territory recently. However, ...

2024-01-26 23:46:00 ET Summary The unemployment rate stayed under 4%, wage growth outpaced inflation and the stock market ended the year at an all-time high. Monthly inflation data measures the percentage change in price levels. So, when inflation falls from 9.1% to 3.4%, as it ha...

2024-01-26 23:17:00 ET Summary The surge in money markets since the “pandemic” has revived the age-old narrative that “money on the sidelines” is set to come into the markets. The current equity to money market asset ratio, although down from its record...