S&P 500 Earnings: Capex Is Not Earnings; Tech Revisions Still Positive

S&P 500 earnings are expected to be positive for the tech sector next week. Microsoft and Intel will be the big movers for the sector. Microsoft reports on Tuesday night, July 30th, while Amazon and Meta also report. The tech sector is expected to see positive earnings revisions for the quarter.

Equity Investing For A New Era: The Return Of Alpha

Home Market Outlook Today's Market Equity Investing For A New Era: The Return Of Alpha. The era of easy money is ended. The post-pandemic era is setting up to be more volatile with greater differentiation across individual stocks. A more discerning market that prices stocks on underlying fundamentals is an opportunity for skilled stock pickers to outperform.

Market Myths: Data-Driven Insights On The Bearish Engulfing Pattern (Technical Analysis)

Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise

Home Market Outlook Today's Market Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise AllianceBernstein expects economic growth to moderate and the inflation rate to descend toward the 2% range. The S&P 500 surged to new highs in the second quarter of 2024.

Is The Latest Surge In Stock Market Volatility Noise Or Signal?

Big Decline But No Bad Breadth?

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

Positioning For The 2024 U.S. Presidential Election

2024 U.S. Election: The Importance Of Staying Invested

U.S. Stocks have almost always risen by the end of a president's term, regardless of their party affiliation. Historical data shows that market returns are generally positive during both election and non-election years. Seema Shah says investors should focus on fundamentals rather than election headlines.

What Biden's Historic Election Decision Means For Markets

Home Market Outlook Economy Analysis What Biden's Historic Election Decision Means For Markets. President Joe Biden’s late withdrawal from the presidential race creates a number of significant unknowns. I expect this late-in-the-race turmoil to ramp up short-term market volatility. I’m watching the results of earnings season for signs that market performance may be broadening from the domination of the “Magnificent 7”

Shifting Narratives: What The Highs And Lows Mean For Expectations

Market concentration rose to multi-decade highs as names like Nvidia, Apple, and Microsoft continued to surge higher. The three largest names in the S&P 500 accounted for 40% of the total returns through the end of 2024. On the lower economy and inflation side of the debate, the Fed continues to work to lower inflation.

Navigating The Markets: Insights From Our Q2 Economic And Market Review

S&P 500 Q1 2024 Sector Earnings And Revenue Data

S&P 500 Dividend Futures Rebound

Market Rotation Update

It Is Starting To Look Like An Intermediate-Term Sell-Off

Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings

Asset Bubbles Beware

Streaky

Friday’s decline capped off a negative week for the market, taking the S&P 500 out of short-term overbought levels. The decline ended a streak of 32 straight weeks of the market closing over one standard deviation above its 50-day moving average. As the market attempts to rebound today, the market is in the midst of a streak. The S&p 500 has been in an extended streak of overb bought closes since 1954.

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