SQQQ

To Hedge Or Not To Hedge, That Is The Question

2.8% Growth Vs. 28% Recession Risk: The New Economic Landscape In 2024

Gross domestic product last quarter increased by 2.8%, a hair above average long-term growth. The Federal Reserve may have pulled off a soft landing in their fight against inflation. The Wall Street Journal survey puts the risk of recession over the next 12 months at just 28%. Real GDP grew at 2.7% in Q2 2024.

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.

The Fed Preview: Mildly Dovish, But Not Enough To Stop The Selloff

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America. The Magnificent 7 mega-cap tech stocks could rupture from a slowdown in U.S. Economic activity. The Nasdaq-100 and other tech-stock gauges have veered lower this month.

What to make of this week’s action in the stock market and the ‘Great Rotation’

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth in the U.S. In Q3. The investment firm says growth will moderate and inflation will continue its downward trajectory in the second half of 2024. The upcoming presidential election will be a disruptive factor for investors.

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.