Economy Grows, Inflation Cools, Markets Hyperventilate

Home Market Outlook: Economy remains steady with higher than expected GDP growth and cooling inflation trend. Market experiencing rotations out of expensive trades like Big Tech and AI narrative, with US small caps showing staying power. Two weeks ago, a benevolent inflation report sent securities markets into a tizzy. But these are the times that call for discipline, patience in the management of portfolios.

Equity Investing For A New Era: The Return Of Alpha

Home Market Outlook Today's Market Equity Investing For A New Era: The Return Of Alpha. The era of easy money is ended. The post-pandemic era is setting up to be more volatile with greater differentiation across individual stocks. A more discerning market that prices stocks on underlying fundamentals is an opportunity for skilled stock pickers to outperform.

Above The Noise: Countdown To A Rate Cut

Data indicates that we can expect to see the first Federal Reserve interest rate cut soon. The implied rate suggests that the first cut may be coming in September. Value and small-cap stocks have tended to outperform growth stocks in the past. The first rate cut is expected to come soon.

Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise

Home Market Outlook Today's Market Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise AllianceBernstein expects economic growth to moderate and the inflation rate to descend toward the 2% range. The S&P 500 surged to new highs in the second quarter of 2024.

SPX 500: Further Weakness May Trigger A Medium-Term Global Risk-Off Event

Q2 GDP Advance Estimate: Real GDP At 2.8%, Above Forecast

SPY: Don't Be The 'Greater Fool'

Looking Back At Equity Factors In Q2 2024 With WisdomTree

Positioning For The 2024 U.S. Presidential Election

Hoisington Investment Management Q2 2024 Review And Outlook

What Biden's Historic Election Decision Means For Markets

Home Market Outlook Economy Analysis What Biden's Historic Election Decision Means For Markets. President Joe Biden’s late withdrawal from the presidential race creates a number of significant unknowns. I expect this late-in-the-race turmoil to ramp up short-term market volatility. I’m watching the results of earnings season for signs that market performance may be broadening from the domination of the “Magnificent 7”

Navigating The Markets: Insights From Our Q2 Economic And Market Review

Climbing Limo GDP Forecast For Q2 2024

3 Key Sentiment Indicators Point To A Market Top

Second Quarter Results Will Break The Earnings Stalemate

S&P 500: The Psychology Behind Corrections And Why Investors Should Buy The Dip

Signs of fear are making the headlines after the S&P 500 Index (SPX) came under moderate selling pressure. The widely anticipated pullback has been relatively mild so far. The SPX merely lost -2.9% from its all-time highs before rebounding in the last trading session. Stratos Capital Partners is skeptical that this pullback is an early warning sign of a bear market.

USD/CAD Eyes Breakout As Oil Price Slide Continues, BoC Meeting Next

USD/CAD is nearing a breakout after being range-bound since April. The Bank of Canada is expected to cut rates this week due to rising unemployment, falling consumer spending, and slowing GDP per capita. Oil prices continued their slide at the start of the week. The Canadian Dollar is being driven by falling oil prices and a weakening Canadian Dollar. USD/Cad is back at the top end of a wedge pattern.

Chicago Fed: Economic Growth Decreased In June

The Best Tech And Energy Stocks Should Remain Strong

Chart Of The Week: Rotation... And A Question

Home Market Outlook Today's Market Chart Of The Week: Rotation... And A Question. After languishing for ages, smaller-capitalization stocks came roaring back over the past couple weeks. Meanwhile, the “Big Tech” stocks that had been leading markets tumbled across the board. Mike Larson's MoneyShow Chart of the Week for July 22, 2024.