USVM News and Press, USAA MSCI USA Small Cap Value Momentum Blend Index From 04/02/24

2024-04-02 07:12:00 ET Summary The Dollar Index made a new high for the year, a little above 105, which had been anticipated by the new lows recorded by the Bannockburn World Currency Index last week. Most emerging market currencies are softer, but the Turkish lira is extending ye...

2024-04-02 06:40:00 ET Summary Q1 2024 demonstrated that taming inflation would be a more arduous task than many had hoped. The skepticism directed towards EVs and renewable energy in Q1 stems from a misunderstanding of long-term transformational trends. Discerning investors c...

2024-04-02 06:20:00 ET Summary With inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate abo...

2024-04-02 05:30:00 ET Summary The stock market rang the doorbell of the New Year with a bang during the 1st quarter. Despite the magnitude and duration of the bull market, there is still a lot of angst and anxiety over the upcoming election. If economic data slows significant...

2024-04-02 04:15:00 ET Summary The way the first quarter went, with brief and very shallow pullbacks, one would think that stocks are partying like it is 1995. The rate cutting cycle that began in 1995 had three rate cuts, pretty much what the Fed has planned for 2024. While i...

2024-04-01 22:02:06 ET Summary Different bonds have different characteristics, including credit quality, maturities, duration, and others. Maturities are of particular importance when interest rates are in flux, as they currently are. An analysis and comparison of short-term a...

2024-04-01 08:00:00 ET Summary Energy stocks were the leaders as oil prices rose strongly in the quarter, lower crude oil demand being another consensus opinion taken out behind the woodshed during the first three months of the year. Digging down to the industry level, homebuilder...

2024-03-31 21:54:42 ET Summary Investing in small caps and various sectors still offers opportunities, but caution is advised due to the potential for a market reset. The current economic environment is favorable for stocks, with the Fed indicating no rush to cut rates. Tech s...

2024-03-31 16:00:00 ET Summary The S&P500 closed Q1 at 5254 with a PE ratio of 24.6. It can be difficult to buy this high, but inflection points in the trend help to define and minimize risk. The strong close to the quarter favors continuation in April and Q2, with no real...

2024-03-31 12:30:46 ET Summary A strong first quarter performance for the major market averages suggests a positive outlook for the rest of 2024. Financial conditions are easing and positive rates of change in the manufacturing industry and housing market are supporting economic e...