VFMV

Expect Equity Market Corrections

Home Market Outlook Today's Market Expect Equity Market Corrections Apr. 23, 2024. Market corrections are a normal function of the equity market. The S&P 500 Index is now outperforming the Nasdaq 100 Index. Company outlooks will be an important indication of the year ahead.

'No Rate Cut' Bear Scares S&P 500 Into Retreat

The S&P 500 fell again during the third week of April 2024. Main driving force behind the falling level of stock prices are slipping expectations for when and by how much the Federal Reserve will cut interest rates during 2024. The index has dropped 5.5% below its record peak closing value from 28 March 2024.

S&P 500 Earnings: So Far, The Pattern Is Typical, But Mega-Cap Earnings This Week Loom Large

So far, the typical earnings pattern for the S&P 500 is showing no signs of anything amiss. The mega-caps will simply trade at lower multiples than they have in the past few years. The hallmark of any bull or bear market is P/E expansion and contraction. The top 10-12 market cap names comprise roughly 24-25% of the s&p 500’s earnings weight. Mega-Cap Earnings this week are expected to be strong.

Potential Opportunities In Quantitative And Passive Investing

Julien Palardy, Managing Director and Head of Quantitative and Passive Investing at TD Asset Management, discusses the strategies his team uses to generate opportunities. The rise of geopolitical risks and uncertainty may lead some investors to consider different approaches to investing. Julien: Quantitative investing is different from passive investing.

Weekly Report: what happened at VFMV last week (0415-0419)?

Brad Simpson On Rising Iran-Israel Tensions And The Implications For Markets

Turbulence Signaled By S&P 500 Dividend Futures Arrives

Q1 '24 S&P 500 Earnings (And Johnson & Johnson): Expecting Another Normal Earnings Season

The "expected" Q1 '24 S&P 500 EPS growth has fallen to +2.7% as of Friday, April 12th. The “expected” quarterly growth rates follow a typical pattern. Only 29 companies have reported their Q1 ’24 earnings so far.