PAMC News and Press, Pacer Lunt MidCap Multi-Factor Alternator From 07/30/23

2023-07-30 04:04:00 ET Summary We believe the post-pandemic investment regime characterized by higher inflation, rates, and valuations will require a new approach to equity investing. While there are no crystal balls in investing and markets are notoriously unpredictable, we see v...

2023-07-28 20:55:00 ET Summary Roughly half of the S&P 500 has reported their Q2 ’23 financial results, and the forward estimate has firmed up a little bit. The 2023 and 2024 calendar year EPS estimates for the S&P 500 were also revised higher this week. The for...

2023-07-26 03:10:00 ET Summary Sector rotation has been ongoing for the last two months, while the spotlight has been on the massive tech stocks. We identify and profile a pair of cyclicals and one defensive company with unusual earnings reports on tap. Investors are looking p...

2023-07-25 03:00:00 ET Summary The “60/40 portfolio” (60% stocks, 40% bonds) suffered a historically bad run in 2022, prompting many market practitioners to question.is the 60/40 portfolio construct dead? With the stock/bond correlation rising sharply in just a few m...

2023-07-25 01:55:00 ET Summary S&P 500 EPS growth for Q2 2023 is set to come in at -9%, the lowest rate in 3 years and the third consecutive quarter of negative earnings growth. The LERI shows corporate uncertainty remains at its highest level since the pandemic. Potential...

2023-07-24 21:00:00 ET Summary The Equally Weighted S&P 500 is now up solidly for the year, while in late May that equally weighted index was down for the year. It appears that the correction in the overheated NASDAQ 100 Index has started, and a most likely target will be the ...

2023-07-24 07:00:00 ET Summary Signs that market participation is broadening are continuing to show up. The best performer last week was Commodities, which finally caught a bid after a year-long slide. The worst-performing asset class last week was Asia, led lower by China. ...

2023-07-21 20:20:00 ET Summary According to the CME FedWatch tool, there is a 99.5% chance the new fed funds range after Wednesday’s release will be 5.25% to 5.50%. This week, after commenting on it last week, the global custodian banks performed well, particularly Northern...

2023-07-19 21:30:00 ET Summary Adding another positive data point to others indicating economic expansion is the Trucking Tonnage Index. This is a volatile series that should only be monitored as a multi-month trend and in conjunction with other related economic series. The Ju...

2023-07-19 05:53:00 ET Summary S&P 500 EPS growth for Q2 2023 is set to come in at -7.1%, the lowest rate in 3 years and the third consecutive quarter of negative earnings growth. The LERI shows corporate uncertainty increasing to its highest level since the pandemic. Why ...