Oil gives back gains, stocks pare losses after latest Mideast worries; S&P downgrades Israel

Weekly Report: what happened at ITEQ last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Weekly Report: what happened at ITEQ last week (0401-0405)?

Iran's Revenge Promise Against Israel Is Taking Down Its Stock Market — But Large Tech Companies Appear Immune

Israel-related stocks and exchange-traded funds are suffering this week. The Tel Aviv Stock Exchange is down 3.4% in the last five days. Losses began on Tuesday after an airstrike on an Iranian embassy compound in Syria. Yet the largest Israeli tech companies with a global footprint are not suffering as much.

Weekly Report: what happened at ITEQ last week (0325-0329)?

Weekly Report: what happened at ITEQ last week (0318-0322)?

Taking Stock: Q2 2024 Equity Market Outlook

Weekly Report: what happened at ITEQ last week (0311-0315)?

Global Economic Outlook: March 2024

S&P Global Market Intelligence's global growth forecast for 2024 has again been revised upward. Annual real GDP growth is now projected at 2.6%, up from 2.3% in March. Global consumer price in 2024 has been revised slightly upward to 4.8%.

Weekly Report: what happened at ITEQ last week (0304-0308)?

Tech Was Best In Q4 Earnings But Look To The Rest As Market Broadens

Weekly Report: what happened at ITEQ last week (0226-0301)?

Weekly Report: what happened at ITEQ last week (0219-0223)?

Weekly Report: what happened at ITEQ last week (0212-0216)?

Global Economic Outlook: Growth Prospects Brighten, InflAtion Outlook More Cloudy

Annual global real GDP forecast for 2024 has been revised up from 2.3% to 2.5%. Global PMI data continues to point to a gradual improvement in economic conditions. Western Europe's growth underperformance is likely to persist in the near term. The JPMorgan Global Composite PMI index is at its highest level in seven months.

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Can The 'Magnificent Seven' Tech Giants Continue To Outperform Following Impressive Quarterly Results

Tech stocks have had a strong start to 2024. Vitali Mossounov rounds up of big tech fourth quarterly results. Will the "year of efficiency" for the tech giants continue in 2024? The Magnificent Seven companies posted 15% revenue growth in the fourth quarter.

Weekly Report: what happened at ITEQ last week (0205-0209)?

Weekly Report: what happened at ITEQ last week (0129-0202)?