VOT News and Press, Vanguard Mid-Cap Growth From 11/22/23

2023-11-22 02:15:00 ET Summary Q3 earnings season had many familiar refrains relative to the year’s first two quarters. One difference was a return to positive earnings growth for the first time since Q3 2022. Not unlike the first two quarters of the year, earnings for ...

2023-11-22 00:05:00 ET Summary Some encouraging economic data (CPI, PPI) last week sustained markets, even as mixed Q3 results from US retailers began to pour in. The post-peak LERI ended with a reading of 122, showing that CEOs remained uncertain throughout the season. Retail...

2023-11-21 20:15:00 ET Summary There is a gradual thawing of the pessimism that has wracked equity prices since the end of 2021. The important economic trends continued to trend higher despite most investors expecting a recession that has not occurred and not likely to occur near ...

2023-11-21 18:50:00 ET Summary One of the big stories of the year has been the lack of breadth in the performance of the US stock market. The so-called “magnificent 7” of Microsoft, Amazon, Apple, Google, Meta, Tesla and Nvidia have generated 71% returns. The S&a...

2023-11-20 21:25:00 ET Summary Over the past year, the S&P 500 has rallied by almost 20 percent despite very troubling underlying economic and political fundamentals. In the year ahead, the key question for investors is whether the markets will choose to continue ignoring thos...

2023-11-20 17:20:00 ET Summary The S&P 500 had one of its best weeks in 2023. Since bottoming on 27 October 2023, the index has flirted with recording its fastest comeback ever after going into a correction, rising 9.5% in the weeks since. The CME Group's FedWatch Tool ant...

2023-11-16 23:20:00 ET Summary As we exit the peak period of earnings season, we review the S&P 500 2023 Q3 earnings season in more detail, providing both aggregate and company-level insights. Q3 saw minimal revisions heading into earnings season compared to the prior six quar...

2023-11-16 20:45:00 ET Summary Since our last update three months ago, expectations for the S&P 500's earnings have dipped by a small amount. Expectations for the index's future earnings per share through the end of 2023 has decreased from $200.27 to $196.02. Given current...

2023-11-16 01:35:00 ET Summary Last week's read on consumer sentiment is not what retailer executives want to see as the shopping season progresses. Following mixed results from a few big-name companies, smaller firms issue quarterly numbers early next week before everyone takes o...

2023-11-16 00:55:00 ET Summary Outlook for S&P 500 quarterly dividends per share continued to improve during the month since our first snapshot of the future for the index's dividends/share through each quarter of 2024. In between then and now, the outlook dimmed as long-term ...