IVW News and Press, iShares S&P 500 Growth From 02/05/24

2024-02-05 07:30:00 ET Summary The S&P 500 Total Return Index has gone up in what feels like a straight-line +20% power rally. Underpinning the move is a growing consensus around a handful of high-conviction, high-market impact expectations of the future. However, insider sent...

2024-02-05 00:55:00 ET Summary While the BLS reported 353k jobs, the Household Survey actually reported a loss of -31k. December was an even bigger miss with 333k vs -683k. The BLS also publishes the data behind their Birth/Death assumptions. January is always a big drop, but this...

2024-02-04 16:00:00 ET Summary The S&P 500 surged to new all-time highs on Friday as buyers lapped up the strong Jobs Report and ignored the rally in yields. Sentiment is too bullish and I am looking for a reversal from just under 5000. Seasonality is weaker in February, w...

2024-02-04 08:20:00 ET Summary Fourth quarter was a good quarter for the fund and the asset class. Most major emerging markets are demonstrating decent fiscal and monetary discipline. China is still struggling with the dual issues of deflation and a huge property market draggi...

2024-02-04 07:05:00 ET Summary The odds of a March rate cut have plummeted to around 20% and may move closer to 0% as Fed speakers return. Fed Chair Powell is unlikely to say anything different on a Sunday night than what was said at the FOMC press conference. The job report s...

2024-02-04 05:17:00 ET Summary In the ever-evolving landscape of geopolitics, the world finds itself at a pivotal juncture marked by structural shifts that redefine global dynamics. The emergence of competing economic and geopolitical blocs stands out as a prominent feature reshap...

2024-02-04 04:15:00 ET Summary Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors. In total, it manages over $600 million of assets across...

2024-02-04 02:12:00 ET Summary Instead of pivoting directly toward an easing bias, the Federal Open Market Committee opted for a wait-and-watch approach in January. Zillow’s observed rents are up 27% since January 2021, while PCE tenant and owner-occupied rent levels are up...

2024-02-03 09:00:00 ET Summary The US employment data blew away expectations, jumping by 353k, nearly twice the median forecasts. The week ahead is bound to be quieter. The simmering challenges emanating from the US commercial real estate market bubbled over. The US ...

2024-02-03 08:45:00 ET Summary The employment data (released on Friday by the Bureau of Labor Statistics) was as you’d expect from an economy that is growing at a good pace. The acceleration can be seen in the three-month moving average, which irons out some of the month-to...