IVW News and Press, iShares S&P 500 Growth From 01/30/24

2024-01-30 20:20:00 ET Summary As normalization continues to play out during 2024, we expect inflation to return to the Fed’s target and for economic growth to moderate. As a result, rate cuts are likely to start between the second and third quarter. Softer consumer balance...

2024-01-30 12:41:47 ET Summary Volatility dispersion trade is expected to break down soon, similar to what happened over the summer months. Options hedging flows are weak, creating potential for a sharp decline in markets. If a decline does occur, it could result in a brutal s...

2024-01-30 11:35:00 ET Summary The US 10-2-year Treasury yield spread has moved from a deep inversion at 108 bps last July to -14 bps as of January 25, 2024. Re-steepening of the yield curve has historically coincided with rising unemployment claims. For stocks, corporate debt...

2024-01-30 11:32:00 ET Summary While it is believed that “A.I.” is a game changer, this is not the first time we have seen such a “revolution” in the markets. Despite one selloff after another leading to increased volatility, the markets are currently h...

2024-01-30 08:00:00 ET Summary The S&P 500 and U.S. fixed income delivered for investors in 2023, rallying impressively by 26% and 5.5%, respectively. This helps set up a positive outlook for 2024, says Seeking Alpha analyst Yiannis Zourmpanos. Despite mixed data and geopoliti...

2024-01-30 04:42:00 ET Summary S&P 500 continued rising slowly to record a series of new highs for another four days before dipping 3.19 points to close out the trading week ending on Friday, 26 January 2024 at 4,890.97. The trajectory of the S&P 500 is much more consisten...

2024-01-30 03:20:00 ET Summary In my opinion, the border and the US labor force are paramount political issues in 2024. The current longevity and depth of the yield curve inversion is not atypical of the inversions that have preceded all recessions in the post-war period. The ...

2024-01-29 22:05:00 ET Summary As we come to the end of January, having made fresh all-time highs in the S&P 500 last week, one is reminded again of the old trader’s saw that, “As January goes, so goes the year.”. October through January tends to be the st...

2024-01-29 19:40:00 ET Summary Today's data slate was light with the only release of note being the Dallas Fed's monthly manufacturing survey. The results were disappointing to say the least, as the headline number came in at -27.4, more than twice as low as expectations of -11.8....

2024-01-29 17:35:00 ET Summary Nominal GDP expanded an annualized 4.8% quarter-to-quarter and 5.8% year-over-year. Real GDP grew by 3.3% quarter-to-quarter and 3.1% year-over-year. The price index for domestic purchases rose 1.9% versus 2.9% last quarter. Bond market volat...