IVW News and Press, iShares S&P 500 Growth From 02/06/24

2024-02-06 07:05:00 ET Summary The US economy is ok - credit spreads are still quite low, liquidity is still abundant, the dollar is still strong, inflation is still declining, and there are only a few indicators that suggest caution. Owning short-term risk-free assets today has b...

2024-02-06 07:00:00 ET Summary Why the U.S. congressional election may be more important to markets. What Biden-Trump rematch could mean for markets. U.S. elections and global trade. The U.S. election season has begun. While it will be several months before the nomin...

2024-02-06 02:05:00 ET Summary Average prices charged for goods and services rose globally at the slowest rate since October 2020, according to the January worldwide PMI surveys. Service sector price increases slowed, though some stickiness was observed for goods prices, the latte...

2024-02-06 00:20:00 ET Summary Bond yields didn't move all that much but what move there was, was down. People sold stocks and bought bonds because the odds of a rate cut in March fell during the press conference. The Fed doesn't know if inflation has peaked or whether this is...

2024-02-05 22:35:00 ET Summary It is normal to see huge swings in bonds and stocks on a day when the Fed Chairman releases his FOMC statement and holds a press conference. What is far from normal, however – although we have seen it occasionally – is to see a sharp se...

2024-02-05 12:55:00 ET Summary The ISM services index has bounced back nicely in January with the headline index at 53.4 versus 50.5 in December. The ISM employment index has now rebounded to 50.5, but this is only indicating very modest hiring and leaves the index in line with it...

2024-02-05 11:50:00 ET Summary We don’t see Q4 earnings challenging upbeat risk appetite even as we see 2024 earnings growth below the consensus. We're overweight U.S. stocks overall. U.S. stocks hit an all-time high last week as mostly solid tech earnings offset some disap...

2024-02-05 11:15:00 ET Summary Over the last 50 years, February has been the second-worst performing month of the year. If the market usually goes down in February and a banking crisis is on the horizon, why was the market up this week? The stock market is front-running the ba...

2024-02-05 11:00:00 ET Summary Many readers still take issue with being able to accept the market perspective I proffer. Even though many cannot accept it, it does not change the fact that sentiment is the most powerful force in market dynamics. I am looking for a pullback in ...

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...