To Hedge Or Not To Hedge, That Is The Question

2.8% Growth Vs. 28% Recession Risk: The New Economic Landscape In 2024

Gross domestic product last quarter increased by 2.8%, a hair above average long-term growth. The Federal Reserve may have pulled off a soft landing in their fight against inflation. The Wall Street Journal survey puts the risk of recession over the next 12 months at just 28%. Real GDP grew at 2.7% in Q2 2024.

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.

The Fed Preview: Mildly Dovish, But Not Enough To Stop The Selloff

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America. The Magnificent 7 mega-cap tech stocks could rupture from a slowdown in U.S. Economic activity. The Nasdaq-100 and other tech-stock gauges have veered lower this month.

What to make of this week’s action in the stock market and the ‘Great Rotation’

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth in the U.S. In Q3. The investment firm says growth will moderate and inflation will continue its downward trajectory in the second half of 2024. The upcoming presidential election will be a disruptive factor for investors.

Above The Noise: Countdown To A Rate Cut

Data indicates that we can expect to see the first Federal Reserve interest rate cut soon. The implied rate suggests that the first cut may be coming in September. Value and small-cap stocks have tended to outperform growth stocks in the past. The first rate cut is expected to come soon.

Eaton: AI/Electrification Catalysts Persists - Buy The Dip

Recent market volatility has driven Eaton Corp stock down 15% from its recent high of $345. Eaton has been a primary beneficiary of the global catalysts in AI, EV, and grid electrification/modernization. The company's backlog in Electrical and Aerospace Segments is booming, with strong book-to-bill ratios. Eaton is scheduled to release its Q2 earnings on August 1st.

AI Chip Stocks Nvidia, AMD Rebound: What's Driving The Reversal?

Artificial intelligence chip stocks led by Nvidia Corp (NASDAQ:NVDA) are seeing redemption after two days of selloff. China’s subsidies for new energy vehicles and consumer electronics are tailwinds for the sector. Nvidia supplier SK Hynix reported record-high quarterly profit and revenue this week.

PCE June 2024: Consistent With Soft Landing

Real PCE for June 2024 increased by +0.22%, slightly above the median forecast. Personal spending accelerated in June, but remains below average on a 3-month basis. Prospects for a soft landing are reasonably good, based on inflation and consumer spending data. The Fed can afford to remain patient on rate cuts.

Strong U.S. GDP Rise For Q2 Derails Recession Forecasts... Again

Market Clubhouse Morning Memo - July 26th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)

In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA. We will also look at the key levels for Apple, Microsoft, and NVIDIA.

The No. 1 enemy of your 401(k) plan may be you

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.

US Stocks Look To End Week On High Note As Nvidia Leads Mega-Caps Higher In Premarket Ahead Of Key Inflation Data

Major index futures are notably higher early Friday. U.S. Stocks closed Thursday's session on a mixed note. Negative tech news weighed down the Nasdaq Composite and the S&P 500 indices for a third straight day. Key inflation data could reinforce hopes of a September rate hike. The Bureau of Economic Analysis will release second-quarter GDP data.

Is The Dramatic Yen Short Squeeze Over?

Should Invesco NASDAQ Next Gen 100 ETF (QQQJ) Be on Your Investing Radar?

Is Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) a Strong ETF Right Now?

Stocks Rebound Higher as Deflator Report Supports Fed Rate-Cut Expectations

US stocks rebounded higher after this morning's US PCE deflator report was in line with expectations. The report supported the case for a Fed rate cut in September. The S&P 500 Index is up +0.87%, the Dow Jones industrials up +1.13%. The 10-year T-note prices rallied after the report and provided support for stocks.