IVW News and Press, iShares S&P 500 Growth From 02/12/24

2024-02-12 13:20:00 ET Summary Since October, the stock market has been roaring higher on the idea that the Fed was winning the battle against inflation and was ready to start lowering rates. This was the much-hyped "soft landing" for the economy. Since January 12th, the market ha...

2024-02-12 13:10:00 ET Summary We like emerging markets as upbeat risk appetite carries on. We also see big structural shifts creating granular opportunities within countries. U.S. stocks hit another all-time high last week thanks to earnings beats, even as U.S.10-year yields tick...

2024-02-12 11:00:00 ET Summary The market is historically stretched. I outlined support, which, if broken, will finally provide us with a standard pullback opportunity. I believe it is finally time for caution. After writing public articles for the last 13 years, thi...

2024-02-11 16:00:00 ET Summary The S&P 500 reached the 5000 milestone and has closed higher 14 weeks out of the last 15. Calling tops against this trend is obviously speculative, but we can look for technical evidence to support our view. I outline what to look for to keep...

2024-02-11 12:01:00 ET Summary Markets are sitting near record highs. Global conflicts, elections and AI development are all risks. Economic strength may lead to more market breadth. How should investors be thinking about the recent run higher in stocks? MoneyTalk&...

2024-02-11 06:59:00 ET Summary The Fed had an FOMC meeting earlier this week, and a lot of people were saying the Fed was hawkish. I would say that the Fed was being more conservative, more cautious. It’s been a mixed bag with big tech, but nonetheless they are hitting thei...

2024-02-11 06:15:00 ET Summary The January CPI report is expected to show a new cycle low of 2.9% year-over-year. Models and inflation swaps indicate a potential upside beat in January. Rising shipping rates and the potential for sustained high rates could contribute to higher...

2024-02-10 08:35:00 ET Summary The markets are still correcting from the overshoot on rates and the dollar that took place in late 2023. A soft US CPI and weak retail sales report next Tuesday and Wednesday could help cap US rates and signal the end of the dollar's New Year rally....

2024-02-10 05:11:50 ET Summary China's consumer prices fell last month at the fastest pace since the global financial crisis, piling pressure on the government to step-up support for a stumbling economic rebound that's roiling markets. Total New Loans of a record $684 billion were...

2024-02-09 21:00:00 ET Summary At $773 billion, the total trade deficit was the least horrible since 2020, due to an improvement in the huge goods trade deficit and a jump to a record in the services trade surplus. By 2022, most of the travel restrictions were lifted or loosened, ...