IVW News and Press, iShares S&P 500 Growth From 02/25/24

2024-02-25 11:52:00 ET Summary Investment-grade CDS traded down to 51 bps Thursday, the low back to December 31, 2021. High yield CDS sank to 336 bps, the low since February 1, 2022. Nvidia added $155 billion of market capitalization (reaching $2 TN), as stocks surged further into...

2024-02-25 07:01:00 ET Summary Chris Waller's speech suggests that the Fed can be patient in cutting rates as the US economy shows no signs of a recession. Key data points to watch include the PCE report, ISM manufacturing report, and inflation data in February, March, and April. ...

2024-02-25 06:42:20 ET Summary The Federal Reserve has reduced its securities portfolio in February by $34.2 billion, bringing the total reduction to $1,412.5 billion since March 2022. The Federal Reserve is still concerned about taking too much money out of the banking system too...

2024-02-24 08:05:00 ET Summary With the help of economic data and comments by Fed officials, the market, as it did a few times last year, has converged to the Federal Reserve. The CSI 300 rose every day last week, as the mainland markets re-opened from the extended holiday. An...

2024-02-24 02:35:00 ET Summary February's flash PMI surveys brought mixed news on inflation, with European prices looking stickier than in the US. The UK was also notable in seeing a greater incidence of supply chain delays, linked in part to Red Sea shipping disruptions, which is...

2024-02-24 02:08:00 ET Summary The first part of the body of the minutes focused on evidence regarding the current state of the economy, employment, and inflation. The most interesting part of the minutes related to how participants viewed the economy and the appropriate path for ...

2024-02-24 01:04:00 ET Summary Measures facilitating trade are still outweighing those that restrict it globally, but the gap is narrowing for large economies (G20) and recent signs of looming protectionism on the side of the US and Europe are not encouraging for trade. However, g...

2024-02-23 22:15:00 ET Summary While other major economies stagnated or contracted in the second half of 2023, the U.S. economy has been thriving and has thus far weathered the most vigorous period of interest rate hikes in nearly forty years. The strength of the economy has drive...

2024-02-23 08:30:00 ET Summary With significant concentration into a few names, many interesting opportunities may be overlooked in 2024. For managers doing deep fundamental work, multiple opportunities exist across the equities landscape. One clear opportunity relates to continue...

2024-02-23 07:45:00 ET Summary Amid a light news stream, the dollar is mostly in narrow ranges against the G10 currencies. Emerging market currencies are mixed, though central European currencies generally fared the best. The dramatic equity rally in the US yesterday helped li...