IVW News and Press, iShares S&P 500 Growth From 03/12/24

2024-03-12 09:17:00 ET Summary Shares of small companies and value stocks have had a tough time keeping up with the broad market in recent years, and the headwind for these risk factors is still blowing so far in 2024. The momentum factor surged nearly 17% so far this year, dramat...

2024-03-12 07:30:00 ET Summary Establishment Survey rises 275,000 while the Household Survey declines by -184,000. With institutional investors clearly skewed to a few high-tech issues that drive the SP500 higher (the top 10-20), much of the rest (the remaining 480) continue to of...

2024-03-12 07:30:00 ET Summary The February jobs report was impressive on the surface (+275K), but nothing to get excited about. Most of the recent strength in jobs comes from government hiring, which is the least likely to boost the economy's growth potential. As for the unem...

2024-03-12 05:35:00 ET Summary The S&P 500 dipped during the first full trading week of March 2024; the index closed out the week at 5,123.69. The Fed's confirmation followed last week's hint from Fed officials that they plan to implement a new kind of quantitative easing-styl...

2024-03-12 02:41:55 ET Summary US labor productivity rose 2.6% in Q4, while eurozone productivity fell 1.2%. US labor productivity growth has been more than double that of the eurozone and UK in the past two decades. The US non-farm business sector has seen over 6% growth in o...

2024-03-11 21:10:00 ET Summary While a 25% surge in the S&P 500 in four months sounds like a big rally, we were down over 10% in the previous three months, so it is not that big a move since July 31. This time around, we did not have an overall recession, even though some part...

2024-03-11 16:45:00 ET Summary Hiring rose 275,000 last month, beating expectations - well above the consensus forecast of around 200,000. There’s still a strong case for expecting the labor market to expand at a healthy, if slower, pace. For what it’s worth, the...

2024-03-11 13:30:00 ET Summary Investing is usually a matter of doing the obvious for an extended period of time. Adopt a simple but effective strategy and stick to it, come hell or high water. Consensus has been, and still is, that the US economy is doing much better than the res...

2024-03-11 12:30:00 ET Summary We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Market...

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...