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.

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

Investors Rotate Out Of Tech Just Ahead Of Big Tech Earnings

Weekly Report: what happened at FDN last week (0715-0719)?

U.S. Equities: Broadening And Grinding Higher

Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.

Netflix ETFs to Buy on Robust Q2 Earnings

Where Investors Are Starting To Turn Their Attention As Big Tech Loses Steam

MoneyTalk's Anthony Okolie talks with David Sekera, Chief U.S. Market Strategist with Morningstar Research. Sekera says the US markets are starting to strayed "pretty far into overvalued territory" The rotation out of big tech and into smaller-caps has been losing steam.

Easing Into Elections

Netflix ETFs in Focus Ahead of Q2 Earnings

The Curse Of The Mega Caps

Weekly Report: what happened at FDN last week (0708-0712)?

The Week Ahead - ECB Spotlight As Fed Rate Speculations Drive Market Shifts

US inflation data lower than expected caused a significant selloff in US mega-cap tech stocks and a shift towards riskier areas of the market. The Russell 2000 surged 3.6%, marking its best day in 2024. The highlight of the week was the release of lower-than-expected US inflation data on Thursday. The week ahead brings the European Central Bank and UK inflation data.

Weekly Report: what happened at FDN last week (0701-0705)?

Economy Slows, Businesses Grow

Home Market Outlook Today's Market Economy Slows, Businesses Grow. We received a few more data points this week, validating the consensus view that the economy is slowing. Attention now shifts to the corporate sector, with the second quarter earnings season getting underway next week. Tech and communications services companies are the forefront of the growth projections.

U.S. Tech Stocks: Heavyweights That Move Global Markets

Equity Outlook: Making Way For The Magnificent Others

Global stocks posted healthy gains in the first half of 2024. Despite narrow market concentration, we see opportunities in high-quality stocks that haven't yet been rewarded. With inflation still high and equity returns concentrated, the time may be right for investors to broaden their horizons. Equity Outlook: Making way for the Magnificent Others.

Midyear Equity Outlook - Investing Beyond The Megacaps

Home Investing Strategy Portfolio Strategy Midyear Equity Outlook - Investing Beyond The Megacaps by Nelson Yu. The best performing sector has been technology with all of the AI powering the technology gains. Inflation has actually been more selective than the world expected. Lagging the stock market is consumer, not surprisingly.

Connecting The Critical Nodes

Weekly Report: what happened at FDN last week (0624-0628)?

Is Booming Demand For AI Stocks Creating A Bubble In The Tech Sector?

Is Booming Demand For AI Stocks Creating A Bubble In The Tech Sector? The rise of artificial intelligence has led to a boom in stocks related to data centers and chipmakers. Juliana Faircloth and Evan Chen make the bull and bear case on whether this surge in demand is creating a market bubble in the tech sector.