IVW News and Press, iShares S&P 500 Growth From 04/16/24

2024-04-16 05:20:00 ET Summary In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest rate cuts are unlikely in the months ahead. The policy-sensitive US 2-year Treasury yield has...

2024-04-16 03:39:00 ET Summary Remarkably strong retail sales numbers for March contradict somewhat weaker survey and credit card spending evidence. But with jobs, inflation, and activity all beating expectations, the Federal Reserve is in no position to carry through with interes...

2024-04-15 14:45:50 ET Summary The markets have had a strong start to 2024, with positive performance in Q1. The March U.S. inflation statistics have stimulated concerns about projected Federal Reserve interest rate cuts and market direction. I believe that the inflation stati...

2024-04-15 12:40:00 ET Summary As Q1 earnings season starts, we eye signs of earnings growth broadening beyond tech stocks to industrials and others. We stay overweight U.S. equities. Crude oil prices rose, partly on heightened tensions in the Middle East. We are monitoring the ri...

2024-04-14 23:30:56 ET Summary Iran launched missile and drone attacks against Israel over the weekend, stoking fears of escalation in the Middle East. Media reports indicate that the Iranian attacks were largely unsuccessful. Do investors need to worry? Conflict in the Middle...

2024-04-14 16:46:43 ET Summary Due to high government spending and a series of hot inflation reports, Treasury yields are near 20-year highs, with implications for housing, autos, banks, tech, and the stock market. The potential for much higher yields is supported by theoretical, ...

2024-04-14 06:30:00 ET Summary The US CPI report and ECB policy meeting highlight divergent paths for the Fed and ECB, driving further dollar strength. Widening spreads between central banks and interest rates could send the euro lower and impact other currency pairs. The stro...

2024-04-13 14:40:00 ET Summary The US is growing strongly; it’s adding jobs in significant numbers while inflation continues to run too hot for comfort. We will need to see a rapid change of fortune to trigger a rate cut in the next month or two. We still think a slowdo...

2024-04-13 08:52:52 ET Summary Inflation concerns and hotter-than-expected inflation data are reducing the outlook for rate cuts by the Fed. Wages remain high, adding to inflationary pressures and potentially hurting small businesses. The US EV policy and the new electric truc...

2024-04-13 06:56:17 ET Summary Bubbles can inflate for a long time, sustained by loose financial conditions and government rescues. Bubbles eventually burst - and they have this innate diabolical propensity to somehow catch the over-exposed masses by surprise, causing the greatest...