U.S. Economy Still On Track For Modest Pickup In Growth For Q2
US Economy Still On Track For Modest Pickup In Growth For Q2 US economic activity is expected to post a modestly firmer increase in the second quarter. A possible early sign of trouble for later this year is the ongoing slowdown in labor market growth. A new poll of Americans “wrongly believe the US is in an economic recession”
Seeking Alpha · 5h ago
Benchmarking Your Portfolio May Have More Risk Than You Think
Seeking Alpha · 1d ago
Subprime Auto Loans Are Getting Messy
In April, of subprime auto loans were 60 days or more delinquent, the worst April on record. Subprime delinquencies were already rising from 2015 through 2019. Nearly all subprime lending is for used vehicles, and most of it is for older used vehicles.
Seeking Alpha · 1d ago
S&P 500: It Is All About Liquidity
David Ksir: Liquidity is the key factor that drives market performance. He says the S&P 500 is in a secular growth trend. The aging population and slow growth require more liquidity, he says. The Fed's balance sheet and interest rates are the most important drivers of valuation.
Seeking Alpha · 1d ago
Staying Dynamic In Our Strategic Views
Home Investing Strategy Portfolio Strategy Staying Dynamic In Our Strategic Views. We go overweight emerging market stocks for the first time since 2020. We see opportunities in Mexico, India and Saudia Arabia. We prefer emerging markets over developed market bonds to inflation-linked bonds.
Seeking Alpha · 2d ago
FDLO: Low-Volatility ETF Beating Competitors
Fidelity Low Volatility Factor ETF is invested in 125 stocks with relatively low historical volatility of prices and earnings. Since its inception, the FDLO ETF has lagged the S&P 500 index, but outperformed other low-volatility ETFs. The main competitor of FDLo is iShares MSCI USA Min Vol Factor ETF (USMV)
Seeking Alpha · 2d ago
VOO: Sell The S&P 500 In May And Go Away
Seeking Alpha · 2d ago
S&P 500 Earnings And StyleBox Update: Can Nvidia Earnings Re-Ignite A Rather Subdued Tech Sector?
Home Earnings Analysis S&P 500 Earnings And StyleBox Update: Can Nvidia Earnings Re-Ignite A Rather Subdued Tech Sector? With Nvidia scheduled to report their quarterly results on 5/22/24 after the closing bell, earnings season has likely been extended for another week. Nvidia is the new stock market darling.
Seeking Alpha · 2d ago
Weekly Report: what happened at SPLV last week (0513-0517)?
Weekly Report · 2d ago
Weekly Commentary: Monetary Disorder
Home Market Outlook Today's Market Weekly Commentary: Monetary Disorder. Markets see excessively loose conditions and increasingly powerful inflationary dynamics. Doug Noland: The fundamental predicament today is Monetary Disorder, including speculation running out of control. The Bloomberg Commodities Index surged this week, boosting y-t-d gains.
Seeking Alpha · 2d ago
The Slowdown Is Here, And Markets Cheer
Consumer confidence for April came in well below economists’ expectations. The market loves itself a Goldilocks economy, where modest growth is paired with declining inflation and a better likelihood of interest rate cuts. The slowdown is here, and markets are fine with that, says ismagilov.
Seeking Alpha · 2d ago
Economic Charts Point To Slower Growth And Lower Inflation
Home Market Outlook Economy Analysis Economic Charts Point To Slower Growth And Lower Inflation. The US economy grew last year, trouncing widespread calls for a recession and exceeding my expectation for 2% growth. Calafia Beach Pundit says inflation is bad for growth, while low inflation is conducive to growth.
Seeking Alpha · 2d ago
Federal Reserve Watch: Plenty Of Money Still Around
Federal Reserve has been reducing the size of its securities portfolio by over $1 trillion. The M2 money stock has increased at a compound annual rate of $20 trillion over the past four years. Despite the reduction in the Federal Reserve's securities portfolio, there is still plenty of money circulating around in the banking system.
Seeking Alpha · 2d ago
S&P 500: Too Easy, Week Starting 20th May (Technical Analysis)
The S&P 500 is back in blue sky at new all-time highs. Next week's call looks easy - everything is bullish and the rally should continue. A dip should hold 5264. But what if it doesn't? Andrew McElroy updates the outlook for the week starting 20th May.
Seeking Alpha · 3d ago
How Did The Fed Come Up With That 2% Inflation Target? Consider The Facts
Jim Sloan says the Fed has a 2% inflation goal for the US economy. The long term average for inflation is actually slightly above 3%, contradicting the Fed's 2% goal. The natural tendency of inflation is probably 3% and the Fed will find it difficult to reach a sustainable 2%. Inflation is an established element in stock returns.
Seeking Alpha · 4d ago
Ed Yardeni And José Torres On Stocks, Spending, And The Fed
Home Market Outlook Economy Analysis Ed Yardeni And José Torres On Stocks, Spending, And The Fed May 18, 2024 7:00am. Edward YardenI and José Torres, President and Senior Economist at Interactive Brokers, discuss their views on growth, spending, and the stock market. Ed favors industrials, financials, small-caps, and energy.
Seeking Alpha · 4d ago
Is Buffett's Cash Hoard A Market Warning?
Warren Buffett’s cash and short-term investments (read T-bills) exceed $189 billion as of Q1, 2024. The current market capitalization-to-GDP ratio is outside the historical range. With the size of Berkshire Hathaway, Buffett's cash hoard is difficult to deploy.
Seeking Alpha · 5d ago
The Dollar Continues To Recover
The dollar's recovery begun yesterday has extended into today's activity. The greenback is higher against all the G10 currencies and most emerging market currencies. China's new property initiative may not have helped the yuan. Japan's markets were mixed, but South Korea, Taiwan, and New Zealand shares fell. Gold is consolidating after reaching a four week high yesterday.
Seeking Alpha · 5d ago
Global Economic Outlook: May 2024
Seeking Alpha · 5d ago
Sweden's Rate Cut Heightens Anticipation For The ECB And Fed
Sweden's Rate Cut Heightens Anticipation For The ECB And Fed. Sweden's Riksbank cut rates before the US Federal Reserve. The move shows central banks aren't waiting for the Fed to cut rates. Positive economic signs are emerging in Europe and China. More shipping disruptions in the Red Sea could impact inflation.
Seeking Alpha · 6d ago
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