IVW News and Press, iShares S&P 500 Growth From 02/01/24

2024-02-01 22:50:00 ET Summary The race into 2024 has begun, and the U.S. market is off to a quick start. The S&P 500 jumped out of the gates by +1.6%. The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack. Out ...

2024-02-01 14:52:00 ET Summary How does the outperforming US economy play into the Fed's strategy? What is the bond market telling us about when rate cuts may start? How many rate cuts do you see in 2024? The Federal Reserve held its key interest rate steady for a fo...

2024-02-01 10:30:00 ET Summary The Fed has kept rates steady for its past three meetings, and Wednesday followed that trend. In my view, the Fed announcement is attempting to keep a lid on easing financial conditions while admitting that progress has been made on disinflation. ...

2024-02-01 08:27:00 ET Summary Motio Research's estimate of median household income in December 2023 was $77,051. The estimated income earned by a household at the exact middle of the income distribution in the United States slipped by just $33 from the firm's initial estimate of ...

2024-02-01 04:44:00 ET Summary International investors understand that domestic politics drive policy direction in any country. Some election outcomes are predictable because they are held in authoritarian countries, while others are predictable because one of the contenders has a...

2024-02-01 01:29:06 ET Summary Because the Fed was expected to lower interest rates today, stock markets skyrocketed. But the Fed decided to leave rates unchanged, so the markets reacted negatively. Fed concerns include potential inflation, excess money in the economy from COVID s...

2024-01-31 20:44:00 ET Summary The Federal Reserve has left monetary policy unchanged and while it removed its tightening bias, it doesn’t seem to be in a hurry to cut interest rates. We still think May is the more likely start point for policy easing rather than March, eve...

2024-01-31 19:55:00 ET Summary Will last week’s news of substantially stronger-than-expected growth for US economic output in 2023’s fourth quarter extend into this year’s Q1? It’s still early in the current quarter, and so there’s plenty of gues...

2024-01-31 19:40:00 ET Summary Once again, the Fed did what was widely expected and kept the Fed Funds target unchanged at the January FOMC meeting. As a result, the trading range remains at 5.25%-5.50%, still at a more than 20-year high watermark. The money and bond markets h...

2024-01-31 18:20:00 ET Summary Employment costs are cooling broadly despite the tight jobs market. Cooling labour cost environment offers the Fed the room to cut interest rates meaningfully to neutral levels. Employment costs rose 0.9% quarter-on-quarter in 4Q versus 1.1% in 3...