News
SYLD
72.79
+1.82%
1.30
No Matter What The Fed Does, The Lack Of Bears Is Worrisome
Investor fixation on when the Fed will drop interest rates overlooks the fact that almost everyone is already bullish. The low short position of money managers in S&P 500 futures and the overwhelmingly bullish sentiment in the Investor Intelligence survey suggest that there are "too many" bulls in the market. This indicates that the market may be lower a year from now, even if the Fed lowers rates.
Seeking Alpha · 2h ago
Money Supply Dips For First Time Since November
Seeking Alpha · 3h ago
Q1 2024 CIO Overview And Outlook
Home Market Outlook Today's Market Q1 2024 CIO Overview And Outlook. Growth of the US economy continues to slow, but recession is elusive. The outlook for the Fed seems to range from seven rate cuts to as few as three. Electoral politics had little bearing on stock market pricing in the first quarter of 2024.
Seeking Alpha · 17h ago
What Are Markets Pricing In?
Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.
Seeking Alpha · 23h ago
M2 Update - Still Looking Good
The Fed released the February money supply data, and there were no unwelcome surprises. M2 continues to shrink relative to the economy, and that's the reason inflation is likely to continue to fall. Currency in circulation rose at a 6.6% annual rate from 2010 to 2021. The demand for money exploded in the wake of the crisis.
Seeking Alpha · 1d ago
2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance
Home Market Outlook Today's Market 2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance. The U.S. Economy is expected to avoid a recession in 2024, but economic uncertainty remains high. The labor market is slowing down and lower-income households are under stress.
Seeking Alpha · 1d ago
Weakness In U.S. Investment Keeps The Focus On The Consumer
Weakness in U.S. Investment Keeps The Focus On The Consumer. Durable goods orders are a good lead indicator for broader capex spending in the US. Investment has lagged behind other parts of the economy. Consumer spending remains the focus for growth, but challenges are mounting.
Seeking Alpha · 1d ago
Negative Equity Risk Premium Estimates Persist For U.S. Equities
Home Market Outlook Today's Market Negative Equity Risk Premium Estimates Persist For U.S. Equities. The roaring US stock market has delivered red-hot gains in recent history but at the expense of future returns. The pushback is that artificial intelligence has changed the calculus. The case for incrementally adopting a defensive posture has a certain appeal.
Seeking Alpha · 1d ago
Technical Measures And Valuations - Does Any Of It Matter?
Technical measures and valuations all suggest the market is expensive, overbought, and exuberant. A recent BofA report shows that the increase in risk appetite has been the largest since March 2021. Valuations are a better measure of psychology in the short term, says Lance Roberts Investing Group Leader.
Seeking Alpha · 1d ago
CEO Sentiment Is Slowly Improving In 2024
CEO Sentiment is Slowly Improving in 2024. CEO confidence seems to be rebounding after a volatile 2023. Bank of America survey says Wall Street's optimism is at its highest level since January 2022. Investor sentiment has also been improving as of late. LERI hits its lowest level in a year.
Seeking Alpha · 2d ago
The Bull Plateau Swayed By The Market Conundrum Amid Fed's Rate Cuts
The Fed's rate cuts and new monetary policy have influenced the S&P 500 Index and investor sentiment. The market reflects expectations of lower interest rates, but the Fed may still maintain a restrictive stance. The Fed's new policy tools include long-term POMOs in addition to short-term OMOs.
Seeking Alpha · 2d ago
If The Fed Plans To Cut Rates, Then Why Is The Dollar Firm?
Seeking Alpha · 2d ago
Weekly Market Pulse: Rational Exuberance?
Home Market Outlook Today's Market Weekly Market Pulse: Rational Exuberance? Joseph Calhoun looks at Alan Greenspan's speech about central banking. The dollar was up a little more than 1% last week. The rally last week was broad based with 10 of 11 economic sectors higher. Calhoun says what is happening today is a form of excessive exuberance.
Seeking Alpha · 2d ago
Weekly Report: what happened at SYLD last week (0318-0322)?
Weekly Report · 2d ago
S&P 500: An Eye On The Higher Timeframes - Week Starting 25th March (Technical Analysis)
The S&P 500 made a decisive break higher this week after several weeks of consolidation. The rally continues to hold the trend channel. A bullish month and quarter are likely to close near the highs. Next week will be the last week of Q1. The 5261 level is the only real resistance for the rally. Andrew McElroy looks at the higher timeframe view.
Seeking Alpha · 3d ago
Universal Capitulation And No Margin Of Safety
Home Market Outlook Today's Market Universal Capitulation And No Margin Of Safety. The market is in a two-tier frenzy between the 'new economy' and the 'old economy' stocks. The U.S. Stock market stands at valuation extremes. Present-top valuation extremes might be the most extreme speculative bubble in history.
Seeking Alpha · 4d ago
Central Banks Pause Hikes, Risk Assets Rally
Home Market Outlook Economy Analysis Central Banks Pause Hikes, Risk Assets Rally. The US Fed paused for the fifth consecutive meeting since July 2023. It's typical for risk assets to rally when central banks pause rate hiking efforts and start easing policy. Higher interest rates and yields are better for savers but net negative in highly indebted economies.
Seeking Alpha · 5d ago
Rate Cuts Are Coming, But Timing Remains Uncertain
With a resilient economy and sticky inflation, expect policymakers to choose caution over speed. The healthy labor market and robust economic data have pushed back the expected start of the U.S. Rate cut cycle. Gradual disinflation has pushed the Federal Reserve to be more dovish.
Seeking Alpha · 5d ago
The Happiest Fed Ever
The median FOMC projection for 2024 real GDP growth is 2.1 percent, up substantially from the December estimate of 2.4 percent. Powell is a student of history, and the Fed chair seemed to be feeling good. Almost every major tightening cycle since 1970 has ended in a recession. Fed officials are increasingly comfortable with the end of the 2022-23 cycle.
Seeking Alpha · 5d ago
On My Mind: Fed Chair Powell - I Still Haven't Found What I'm Looking For
Federal Reserve's March policy meeting has generated vocal reactions. Sonal Desai says the market is trying to read too much into the Fed's new economic projections and Jerome Powell's words. He says Powell is a pragmatic Fed that has already been burnt by high inflation. Desai: Powell's comments were the most dovish signal from the Fed.
Seeking Alpha · 5d ago
More
Webull provides a variety of real-time SYLD stock news. You can receive the latest news about Cambria Shareholder Yield ETF through multiple platforms. This information may help you make smarter investment decisions.