Money: All Around The Place

Trillions of dollars injected into the monetary system are now being seen in the stock and bond markets. Institutions and investors have a record $5.7 trillion in cash-like money-market funds. Federal reserve's tightening measures suggest a potential move toward the stock or bond market.

2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And Opportunities

Mott capital on market volatility, the fed, and investor challenges and opportunities. Macroeconomic conditions for 2024 are uncertain, with concerns about the global economy. Mott capital looks at investor challenges and opportunities in the home market in the year 2024.

Is Invesco S&P SmallCap 600 Pure Value ETF (RZV) a Strong ETF Right Now?

Stock Market Correction Coming Before The Santa Claus Rally

Home market outlook today's market stock market correction coming before the santa claus rally. Lance roberts investing group leader lance roberts: is a stock market correction coming before the santa claus rally at the end of the year? there is little to worry about, he says.

Getting Granular In Our Strategic Views

Home investing strategy portfolio strategy getting granular in our strategic views. We turn more positive on short- to medium-term developed market sovereign bonds. We upgrade sovereign bonds in developed markets to neutral and trim dm stocks to neutral. We think yields will continue to rise in the long term.

Dallas Fed Still In Contraction

New home sales and the dallas fed's reading on manufacturing activity came in worse than expected. The general business activity index has now been in contraction for 19 straight months. New orders and the order growth rate are at post-pandemic lows, but prices are rising.

SYLD: Attractive Valuation And Quality

Cambria shareholder yield etf is an actively managed fund that focuses on shareholder yield and value metrics. The syld fund's portfolio consists of 100 stocks, with a significant allocation to energy, materials and financials sectors. Syld has outperformed value etfs in both small and large caps over the past 10 years.

Fed Rate Cuts Will Not Save The Economy

Fed rate cuts as drivers of multiple expansions and bullish markets may be the ultimate mirage, says mises institute's daniel lacalle. Money in the system is soaring to keep the troubled banking system alive, he says. Lacalle says the private sector is bearing the burden of monetary contraction. He says market implied fed funds rate cuts will not help the economy.

Weekly Market Pulse: Some Things To Be Thankful For

Weekly market pulse: some things to be thankful for in the us of a. The us economy is growing at a trend of 2% and has added nearly 3 million new jobs over the past year. Small and midcap stocks have performed well in november. Denizbayram shares his thoughts on the market.

Sentiment Speaks: Can A Crash Be Averted... For Now?

The market could still be setting up for a market crash in the coming months. The atmosphere is ripe for a crash to occur, but the structure of the decline will determine the outcome. Elliott wave analysis can provide market context for the next move in the market.

How Much Time Might Be Left In This Secular Bull Market?

Weekly Report: what happened at IWN last week (1120-1124)?

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

Macro: Thanksgiving Week Releases

Chicago fed activities index shows an expected drop in october versus strong september. Existing home sales sales are down again and inventory is up. Unemployment claims were the best number of the week. Fuel prices are continuing down and are expected to continue to fall in the coming months.

The S&P 500 May Be Heading Back To 4,100 Sooner Than You Think

The s&p 500 is now approaching its july high. The rally has been driven by mechanical positioning and flows, and have now stopped. This could lead to the entire november rally being unwound. The rally was likely due to a sudden shift in options market positioning following the treasury refunding announcement.

Flash PMIs Signal Jobs Decline As Economic Malaise Drifts Into Fourth Month

Business activity across the four largest developed economies - the g4 - fell for a fourth successive month in november. The decline was again led by the eurozone, though the downturn showed signs of bottoming out. Early pmi survey data for november from s&p global showed the major developed economies collectively contracting marginally.

Week Ahead: U.S. PCE Deflator, EMU CPI, China PMI, OPEC+, And COP28

Home market outlook forex analysis week ahead: u.s. Pce deflator, emu cpi, china pmi, opec+, and cop28. The dollar fell against all the g10 currencies last week. High-frequency economic data to watch includes the us cpi, eurozone's preliminary cpi, and china's pmi.

Flash PMIs Mixed

Manufacturing activity slipped back into contraction in november. S&p global releases global flash pmi readings for november. Manufacturing pmi has been at or below 50 for 12 of the last 13 months and the last 7 straight. Services activity rose sequentially for the 10th straight month of expansion.

The Best November On Record?

Stock prices continue to rise, making november one of the best months on record for the s&p 500. Investor sentiment is recovering rapidly, leading to a surge in risk asset prices. Lawrence fuller says we may be stealing some of december's santa claus rally. Fuller says the disinflationary trend remains intact.

Short Note For The Day After Thanksgiving

Foreign exchange market remains subdued with major currencies fluctuating around +/- 0.2%. China considers new efforts to support the property market, leading to a rally in developer stocks. Uk's pmi was better than expected and the euro is near the high for the week. Peshkov says the foreign exchange market is subdued.