News
IYY
128.09
+0.04%
0.05
Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull: Corporate Profits By Major Industry
Home Market Outlook Economy Analysis Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull. Corporate pre-tax profits in all non-financial domestic industries combined jumped by 5.6% in Q4 from Q3. The spike in profitability in inflationary times is a sign that companies hiked prices much faster than their costs.
Seeking Alpha · 1h ago
M2 Money Grew At Annual 8% Compound Rate Since March 2020
Home Market Outlook Economy Analysis M2 Money Grew At Annual 8% Compound Rate Since March 2020 Mar. 28, 2024. Money seems to have gone into the financial sector rather than into the purchase of real goods and services. M2 money stock has been declining since spring 2022, but over the past four years it has grown at a compound 8.0% annually.
Seeking Alpha · 8h ago
All Or Nothing Comes Back
Yesterday was the first all-or-nothing day of the year. The S&P 500 registered an "All or Nothing Day" yesterday with a gain of 86 bps. The gain occurred on a very strong breadth with the market trading in the same direction. Recently, all- or-nothing days have been hard to come by. The last such day was three months ago.
Seeking Alpha · 15h ago
Waller Pushes On Open Door: Push For Patience Lifts The Dollar, Complicating Japanese Efforts
Comments by Fed Governor Waller, urging patience on rates has helped the greenback extend its recent gains. Poor German data has weighed on the euro, taking the single currency to new lows for the month. Japanese officials are signaling their willingness to intervene in the foreign exchange market to strengthen the yen. The 10-year US Treasury yield is up three basis points.
Seeking Alpha · 23h ago
No Matter What The Fed Does, The Lack Of Bears Is Worrisome
Investor fixation on when the Fed will drop interest rates overlooks the fact that almost everyone is already bullish. The low short position of money managers in S&P 500 futures and the overwhelmingly bullish sentiment in the Investor Intelligence survey suggest that there are "too many" bulls in the market. This indicates that the market may be lower a year from now, even if the Fed lowers rates.
Seeking Alpha · 1d ago
Money Supply Dips For First Time Since November
Seeking Alpha · 1d ago
Q1 2024 CIO Overview And Outlook
Home Market Outlook Today's Market Q1 2024 CIO Overview And Outlook. Growth of the US economy continues to slow, but recession is elusive. The outlook for the Fed seems to range from seven rate cuts to as few as three. Electoral politics had little bearing on stock market pricing in the first quarter of 2024.
Seeking Alpha · 1d ago
Heightened Threat Of Japanese Intervention Pushes Greenback Away From JPY152
The dollar neared JPY152, setting a new 34-year high. Most of the G10 currencies are softer against the dollar but the yen. Chinese equities got thumped today, with the CSI 300 off nearly 1.2%. Gold is firm, recording a higher low for the third consecutive session as remains near $2200.
Seeking Alpha · 1d ago
A Momentous Week For Monetary Policy Bodes Well For Markets
Bank of Japan raises rates for the first time in 17 years. Swiss National Bank becomes first developed central bank to cut rates in this rate cycle. The BOJ's decision to end negative interest rates is a vote of confidence in the Japanese economy. Five developed and seven emerging market central banks met last week.
Seeking Alpha · 2d ago
M2 Update - Still Looking Good
The Fed released the February money supply data, and there were no unwelcome surprises. M2 continues to shrink relative to the economy, and that's the reason inflation is likely to continue to fall. Currency in circulation rose at a 6.6% annual rate from 2010 to 2021. The demand for money exploded in the wake of the crisis.
Seeking Alpha · 2d ago
Weakness In U.S. Investment Keeps The Focus On The Consumer
Weakness in U.S. Investment Keeps The Focus On The Consumer. Durable goods orders are a good lead indicator for broader capex spending in the US. Investment has lagged behind other parts of the economy. Consumer spending remains the focus for growth, but challenges are mounting.
Seeking Alpha · 2d ago
Negative Equity Risk Premium Estimates Persist For U.S. Equities
Home Market Outlook Today's Market Negative Equity Risk Premium Estimates Persist For U.S. Equities. The roaring US stock market has delivered red-hot gains in recent history but at the expense of future returns. The pushback is that artificial intelligence has changed the calculus. The case for incrementally adopting a defensive posture has a certain appeal.
Seeking Alpha · 2d ago
Technical Measures And Valuations - Does Any Of It Matter?
Technical measures and valuations all suggest the market is expensive, overbought, and exuberant. A recent BofA report shows that the increase in risk appetite has been the largest since March 2021. Valuations are a better measure of psychology in the short term, says Lance Roberts Investing Group Leader.
Seeking Alpha · 2d ago
CEO Sentiment Is Slowly Improving In 2024
CEO Sentiment is Slowly Improving in 2024. CEO confidence seems to be rebounding after a volatile 2023. Bank of America survey says Wall Street's optimism is at its highest level since January 2022. Investor sentiment has also been improving as of late. LERI hits its lowest level in a year.
Seeking Alpha · 3d ago
Why We Stay Risk-On In The Short Term
U.S. Stocks hit record highs last week and 10-year yields fell as the Fed stuck with planned rate cuts. Japanese stocks gained on a cautious BOJ policy pivot. We see falling inflation, nearing interest rate cuts and solid corporate earnings supporting cheery risk sentiment.
Seeking Alpha · 3d ago
The Bull Plateau Swayed By The Market Conundrum Amid Fed's Rate Cuts
The Fed's rate cuts and new monetary policy have influenced the S&P 500 Index and investor sentiment. The market reflects expectations of lower interest rates, but the Fed may still maintain a restrictive stance. The Fed's new policy tools include long-term POMOs in addition to short-term OMOs.
Seeking Alpha · 3d ago
If The Fed Plans To Cut Rates, Then Why Is The Dollar Firm?
Seeking Alpha · 3d ago
A Major Change In The Markets
Investors are now focused on growth more than inflation, says Neuberger Berman. Equities rallied even as bonds struggled, reversing the strong positive correlation between the two asset classes. Japan appears to have reached a sweet spot in its own developed developed world. Investors are now normalizing inflation and refocusing on growth.
Seeking Alpha · 3d ago
Weekly Report: what happened at IYY last week (0318-0322)?
Weekly Report · 3d ago
S&P 500: An Eye On The Higher Timeframes - Week Starting 25th March (Technical Analysis)
The S&P 500 made a decisive break higher this week after several weeks of consolidation. The rally continues to hold the trend channel. A bullish month and quarter are likely to close near the highs. Next week will be the last week of Q1. The 5261 level is the only real resistance for the rally. Andrew McElroy looks at the higher timeframe view.
Seeking Alpha · 4d ago
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