QQQE

Reflation Trade Is The New Bullish Narrative

Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains. The last time Wall Street focused on the reflation trade was in 2009. Interest rates, gold, and commodity prices have increased in the past few months. The house view for 2024 remains intact.

Weekly Report: what happened at QQQE last week (0408-0412)?

Anatomy Of A Recession Update: What's Different About This Cycle?

Jeffrey Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the updated ClearBridge Recession Risk Dashboard. He says immigration has increased the growth potential of the US economy more than usual. He also shares his views on US equities and the impact of the Magnificent Seven.

Why We Won't See A Recession In 2024

The jobs market is unlikely to lead to a recession in 2024. Wage growth continues to trend lower, while a spike in unemployment that would trigger a recession appears unlikely from here. The labour market is cooling, but is expected to begin to tighten in the coming years. The decline in wage growth has been caused by a lack of labour supply.

Weekly Report: what happened at QQQE last week (0401-0405)?

Building Healthy ETF Portfolios: 6 Key Nutrients

U.S. Economic Review And Outlook Q1 2024

S&P 500 And Bond Market Annual Returns; Style Box Update

Home Market Outlook Today's Market S&P 500 And Bond Market Annual Returns; Style Box Update. High-yield credit has done well in the last year in terms of absolute returns. From Jan. 2000 through March 2024, the annual return for the S&p 500 is 7.40%.