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Jack Aldrich : The world is full of great debates. Like, Coca-Cola or Pepsi? Android or Apple? And which was better: the book or the film? At our recent Mid-Year Investment Outlook Forum in London, portfolio managers and strategists held some great debates of their own. Is the next downturn...
We're a little over the halfway point between the Federal Open Market Committee's scheduled meetings , where the Federal Reserve's interest rate-setting body will announce a quarter point rate cut in the Federal Funds Rate at the conclusion of its next two-day meeting on 31 July 2019, its fir...
There must be members of the FOMC feeling they are about to be railroaded into a 50 bps cut a week from Wednesday. Chairman Powell essentially pre-committed to a reduction last week in testimony before Congress. For a Federal Reserve preaching "data dependent" for a while now, the less dovish ...
By Pater Tenebrarum Intra-Market Divergences Galore US big-cap stocks have rallied to new highs in recent months, but just as in the rally from the low of the February 2018 mini-panic to the September/October 2018 peak, sizable divergences between different indexes have emerged in the ...
The economic calendar is light but includes some home sales data and the (old news) Q2 GDP first estimates. Fed speakers will be on the sidelines for the pre-meeting quiet period. Earnings reports remain the most important fresh data for both traders and investors. And of course, there is alwa...
Who better has the pulse on what investors and businessmen are doing than Larry Fink, a longtime friend, who is head of Blackrock (BLK), the world's largest money manager? We were heartened to hear Larry say on the company's earnings call last week that investors are underinvested in equities;...
The Federal Open Market Committee (FOMC) is poised to cut the policy rate at its meeting on July 30-31, but members of the committee are divided. Markets are pricing a 25 basis point (bp) cut, and we believe that is the most likely outcome, but we also see a meaningful chance of a 50 bp cut. ...
On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Head of AIS Business Solutions Sophie Antal Gilbert discussed newly-released economic data, recent remarks by Federal Reserve (Fed) Bank of New York President John Williams and the ongoing rally ...
The markets we use to monitor the economy (and those that influence it, which amounts to the same thing) have been tracking an economic slowdown since the 4th quarter of last year. That's when interest rates, real and nominal, long term and short term, started to decline, credit spreads starte...
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Firebrand Republican Congresswoman Marjorie Taylor Greene (R-GA) made headlines Thursday with a disclosure of her latest financ...
2024-05-02 06:03:00 ET The Vanguard S&P 500 ETF (NYSEMKT: VOO) is one of the best ways to invest in the S&P 500 , which has been a pretty smart strategy over the long term. Since 1965, the S&P 500 has produced a total return of 10.2% annualized. The Vanguard ETF has ...
2024-05-01 05:38:00 ET The S&P 500 is widely considered the best measure of how large U.S. stocks are doing, but it is also a rather top-heavy index. Since the S&P 500 is weighted in favor of larger companies, and several megacap stocks have surged in recent years, the index is ...