SPMO News and Press, Invesco S&P 500 Momentum From 04/30/24

2024-04-30 08:10:00 ET Summary Stronger-than-expected eurozone GDP strengthened the sense that a nascent recovery may be taking hold and has given the euro a bid in the European morning. Japanese stocks rallied strong coming back from the long weekend. The euro remained within...

2024-04-30 07:35:00 ET Summary In any election year, change is on the horizon, but in this uncertain world, the one thing that remains certain is that companies and their underlying earnings will determine the fate of individual stocks. The AI race continues to sort winners from l...

2024-04-30 07:10:00 ET Summary Geopolitical risk has escalated in the Middle East. The flare-up of tensions in the region and brief market fallout underscore that mega forces affect returns now. U.S. stocks rose last week on mostly strong Q1 earnings for mega cap tech. The Federal...

2024-04-30 05:35:00 ET Summary The year began with six rate cuts expected by Fed funds futures markets and other derivative instruments. The 10-year Treasury yield went all the way up to 4.74% last week on the worse-than-expected inflation reports. If the 10-year Treasury yiel...

2024-04-30 05:25:00 ET Summary Many financial markets hit record highs in the first quarter of 2024. The S&P 500 Index of stocks of large US companies hit a record high late in January, leading to its best first-quarter performance since 2019. Although the annual rate of i...

2024-04-30 03:10:00 ET Summary Good news is bad news and bad news is bad news... having it both ways. Hints of “stagflation” sends the market into a swoon. More to worry about (or not) in the coming week. What is wrong? I am part of it, although I w...

2024-04-29 15:42:00 ET Summary What's driving the growth in actively managed ETFs? Actively managed ETFs: the pros and cons. Passively manage vs actively managed ETFs. What you need to know. Recent U.S. economic data showed inflation picking up while overall ...

2024-04-29 15:25:00 ET Summary With the Consumer Price Index touching nine percent in the summer of 2022, fears of a combination of higher inflation and tepid growth mounted. Nothing in the March PCE report gives a strong indication that inflation might be moving in a way that wou...

2024-04-29 14:51:51 ET Summary Stagflation, a combination of low economic growth and high inflation, is a concern for the US economy. The Federal Reserve is facing a conundrum as it tries to maintain a soft economic landing while reducing inflation. Factors contributing to inf...

2024-04-29 13:51:00 ET Summary The Fed must push back against easing financial conditions to get the disinflation trend back on track. The Fed needs to indicate that the number of rate cuts in 2024 will be less than previously projected. Market expectations show that inflation...