IVW News and Press, iShares S&P 500 Growth From 04/05/24

2024-04-05 05:30:00 ET Summary Share repurchases and dividend payouts are the two primary vehicles that companies use to return value to shareholders, and both saw meaningful increases in Q1. Buyback announcements for the first quarter of 2024 clocked in at 228, the highest level ...

2024-04-05 05:15:00 ET Summary As bond yields continued to grind higher on the back of a still-resilient economy and upside risks to inflation, equity markets have seen a rotation in leadership. YTD, US equities have been led by momentum, quality, and growth. While we acknowle...

2024-04-05 03:15:00 ET Summary The PMI from the Institute of Supply Management seems to rule the roost of investor psychology. The media and investors hold the PMI in high regard, along with the LEI from The Conference Board. Net/net, individual investors are much better at bu...

2024-04-04 14:20:00 ET Summary The broadest measure of economic activity, growth in real GDP, slowed in the fourth quarter. The U-3 unemployment rate has edged higher from last April (3.4 percent) to February (3.9 percent). In a no-landing scenario, the unemployment rate would...

2024-04-04 10:36:26 ET Summary Market and economic forecasts that predict a burst in bubbles or no rate cuts by the Fed are the mortar used to build the wall of worry. The ADP payroll report showed an increase in jobs and pay, but the overall trend still suggests a softening labor...

2024-04-04 08:20:00 ET Summary The Top 10 stocks within the market cap-weighted index together accounted for 32.5% of its total valuation. Microsoft has become the biggest company in the S&P 500 with a market cap of nearly $3.3 trillion as of 28 March 2024, rising from a $2.79...

2024-04-04 04:40:00 ET Summary I think the Great Financial Crisis did something nasty to our perceptions of the world - it reset our expectations permanently lower. In the last few years, RGDP has averaged just 2.2%. More recently, GDPNow is expected to come in at 2.8% based o...

2024-04-04 03:25:00 ET Summary Inflation pressures remain quite subdued; disinflation is still in place. The market continues to harbor a long-ingrained reflex that says that in order for inflation to decline, the economy needs to weaken. Low and declining inflation and modera...

2024-04-04 03:10:00 ET Summary From Jan. 2000 through March 2024, the annual return for the S&P 500 is 7.40%. High-yield credit has done well in the last year in terms of absolute returns. Small- and mid-cap had a decent 2021 and 2022, but large-cap and growth re-asserted ...

2024-04-03 18:05:56 ET Summary In comments today, Fed Chair Jay Powell emphasized patience when it comes to cutting rates, while maintaining policy is restrictive. The market disagrees with Powell's view on monetary policy being restrictive, as inflation swaps and breakevens trend...