IWS News and Press, iShares Russell Mid-cap Value From 05/23/24

2024-05-23 00:20:00 ET Summary Two driving forces are now simultaneously pushing in the direction of higher long-term real interest rates. While investors and commentators often tend to conflate the two, I think it is useful instead to distinguish them clearly. They are rising inv...

2024-05-22 12:30:00 ET Summary Recent data indicates the US economy has been cooling modestly and disinflationary progress has resumed, which should help hasten the start of rate cuts. There is a significant amount of cash that is likely to start moving to stock and bonds once the...

2024-05-22 11:45:00 ET Summary US economic activity is expected to post a modestly firmer increase in the second quarter. Output for the April-through-June period is projected to rise 1.9%. A possible early sign of trouble for later this year is the ongoing slowdown in labor m...

2024-05-22 11:05:00 ET Summary If you want to understand why stock prices behave as they do, you need to start with what the expectations for future dividends are doing. We reveal how the expectations of dividend growth through each quarter of 2024 has changed since we started tra...

2024-05-22 07:15:00 ET Summary A hawkish hold by the Reserve Bank of New Zealand and a firmer-than-expected UK CPI reading have allowed the New Zealand dollar and sterling to show resilience in the face of the US dollar's broadly firmer tone. US index futures are trading with a so...

2024-05-21 13:04:00 ET Summary During ripping bull markets, investors often start benchmarking. The rise in indexing has resulted in a concentration of dollars into a decreasing number of assets. While an active manager focusing on “risk” may underperform during ...

2024-05-21 11:30:00 ET Summary When the US Treasury yield curve inverts (short rates rise above long rates) the shift is widely viewed as a reliable forecast that a recession is near. The curve has been inverted since July 2022, the longest inversion on record, but a recession has...

2024-05-21 10:10:00 ET Summary The S&P 500's earnings per share had been expected to return to their March 2022 peak of $197.91 after June 2024, but now looks like it will hit that mark before the end of 2024-Q2. S&P projects faster earnings growth during the second half o...

2024-05-21 08:35:00 ET Summary In April, 5.23% of subprime auto loans were 60 days or more delinquent, the worst April on record, and a hair above the prior record of April 2020. Subprime delinquencies were already rising from 2015 through 2019, as subprime lending was getting ver...

2024-05-21 07:10:00 ET Summary The dollar is consolidating but with a somewhat heavier bias today. The MSCI Asia Pacific Index snapped a seven-day rally, and Hong Kong shares and the mainland shares that trade there led the region lower with a 2% drop. The 10-year US Treasury ...