IVW News and Press, iShares S&P 500 Growth From 03/11/24

2024-03-11 11:00:00 ET Summary The market mood seems to be turning towards extreme bullishness. I am starting to see some cracks in the bullish armor. If the market provides us with a specific set up in the coming weeks, we can see a 25% decline this year. As the mar...

2024-03-11 09:47:00 ET Summary Q4 data confirm that government finance Bubble dynamics run unabated. Domestic Financial Sector borrowings recovered to SAAR $695 billion, after two straight quarters of contraction. The Household Balance Sheet is a key Bubble manifestation, a ma...

2024-03-11 08:35:00 ET Summary The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on heavy volume. The problem for the S&P 500 is, everything seems overbought, if you scrutinize the above sector snapshot from this weekend’s...

2024-03-10 16:00:00 ET Summary The S&P 500 reached a new all-time high of 5189 on Friday, but instead of the usual strong weekly close, experienced a change in character. A daily "engulfing" pattern could be the start of a significant reversal. 5048-5056 holds the key to e...

2024-03-10 12:28:24 ET Summary Good news in the job market should lead to a soft landing and rate cuts by the Fed, which begin no later than June. Growth may have hit its peak relative to value, as evidenced by outflows from technology funds and semiconductor stocks trading at a r...

2024-03-10 08:50:14 ET Summary The Master Sentiment Indicator has again entered the red zone, indicating extreme bullish sentiment and suggesting a possible sell-off. However, it's abnormal not to have at least one correction before a major advance ends. The fact we haven’t...

2024-03-10 06:15:00 ET Summary The February CPI report is expected to show higher inflation readings than January. Inflation swaps pricing in even hotter inflation, posing a risk for the CPI report. Gasoline prices contribute to the expected rise in inflation. Due to...

2024-03-10 01:37:21 ET Summary Investors have played down valuation concerns as they still compare favourably to the 2000 bubble peak, but when the growth outlook is taken into account, the outlook is far worse. In 2000, corporate profits were just one part of a large national sav...

2024-03-09 10:20:00 ET Summary There was still a better than 90% chance that the Federal Reserve delivers its first rate cut in June. In the coming days, we expect a firm headline CPI reading and strong bounce in retail sales helped by autos and gasoline. We think the most lik...

2024-03-09 04:12:52 ET Summary The Federal Reserve has used reverse repurchase agreements to manage excess reserves in the commercial banking system. The use of reverse repos reached, at one time, approximately $2.6 trillion, but is now around $800 billion. This tool helped th...