TQQQ

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.

Eaton: AI/Electrification Catalysts Persists - Buy The Dip

Recent market volatility has driven Eaton Corp stock down 15% from its recent high of $345. Eaton has been a primary beneficiary of the global catalysts in AI, EV, and grid electrification/modernization. The company's backlog in Electrical and Aerospace Segments is booming, with strong book-to-bill ratios. Eaton is scheduled to release its Q2 earnings on August 1st.

AI Chip Stocks Nvidia, AMD Rebound: What's Driving The Reversal?

Artificial intelligence chip stocks led by Nvidia Corp (NASDAQ:NVDA) are seeing redemption after two days of selloff. China’s subsidies for new energy vehicles and consumer electronics are tailwinds for the sector. Nvidia supplier SK Hynix reported record-high quarterly profit and revenue this week.