SQEW News and Press, LeaderShares Equity Skew From 07/03/24

2024-07-03 15:20:00 ET Summary Broad-based weakness in the ISM services index coupled with an upward trend in jobless claims suggests that the pieces are falling into place regarding a September interest rate cut from the Federal Reserve. The Fed is signalling just one cut this ye...

2024-07-03 09:41:00 ET Summary Global stocks posted healthy gains in the first half of 2024, although second quarter performance moderated from the previous quarter’s breakneck pace. In a trend that has become familiar to equity investors, large-cap market breadth was again...

2024-07-03 08:15:00 ET Summary Alpinum Investment Management is a Swiss asset manager whose key areas of expertise include. traditional and alternative credit investments, direct lending and hedge funds. The global economy is demonstrating resilience, especially for the US, China ...

2024-07-03 07:42:00 ET Summary The second quarter of 2024 has come and gone, which was a surprisingly strong quarter for dividend-paying stocks. Focusing on June 2024, the year-over-year comparison with June 2023 is favorable. We find there is a bearish storm cloud potentially...

2024-07-03 07:11:21 ET Summary Powell said that payroll jobs could be overstated, suggesting that the Fed is aware that we could be near a recession. The birth/death model added 231K jobs in May. The June labor market is likely to confirm that the labor market is weakening, based ...

2024-07-03 05:10:00 ET Summary Crescat is a global macro asset management firm. We develop tactical investment themes based on proprietary value-driven models. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. Many will argu...

2024-07-03 03:35:00 ET Summary Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors. In total, it manages over $600 million of assets across...

2024-07-03 02:30:00 ET Summary U.S. equity markets are in a period of extended calm, with the benchmark S&P 500 Index closing in on one year since it last dropped 2% in a single day. An extended period of calm means investors must be vigilant and not become complacent. However...

2024-07-02 22:10:00 ET Summary As we moved through the month of June, economic data and market action brought more of the same. Major indices continued to grind higher, led by a smaller number of names, while yields moved modestly lower. Fiscal support had largely run its cour...

2024-07-02 17:30:00 ET Summary Astonishingly, the top five giants of the S&P 500 now account for a staggering 27% of the entire index. I remember when I first started working in the financial services industry how glamorous it appeared to be a stockbroker, day-trading in the l...