SCHR

3 Investment Themes At COP28

Home investing strategy portfolio strategy tracks the low-carbon transition to identify investment opportunities and risks. Blackrock looks at three investment themes at the annual un climate conference in dubai. The themes: progress on climate resilience, unlocking climate finance for emerging markets and more details on transition policies.

Beata Caranci: Inflation Outlook Improving, But Not Tamed Yet

Recent economic data has signaled “sticky” inflation may be showing signs of becoming “unstuck.” beata caranci, chief economist at td, says the battle against inflation may not be over yet. She says inflation is improving, but not tamed yet.

The Fourth Quarter Started Slow, But It May Finish Strong

Home prices in las vegas declined at a 1.9% annual pace in october. Consumer spending slowed to a 0.7% pace in september, according to the commerce department. The fed's beige book revealed that consumers pulled back on discretionary spending. The fourth quarter gdp may come in better than first feared.

Time Left In Secular Bull Equity Market - Part II

Time remaining in this secular bull equity market? brian gilmartin says the fomc is likely closer to cutting rates. He says the bond market is in a bear market, and the s&p 500 fell almost 20% from 2000 to 2009. The bond market may be in the midst of a recession, he says. Brian says monetary policy can change quickly.

Weekly Market Pulse: Is The S&P 500 Still Uninvestable?

Joseph calhoun: is the s&p 500 still uninvestable? tadamichi says the economic data for the week was positive. He says the market is pricing in low interest rates for next year. Joe says the value index is up nearly 15% since the start of the year.

Time For Markets To Break Free?

Terence reilly says the s&p 500 has been stuck in a trading range for two years. He says investors seem to be chasing higher-risk assets or "beta" right now. The market is primed for a selloff, he says, but conditions are not in place for a significant selloff.

Weekly Report: what happened at SCHR last week (1127-1201)?

Weekly Commentary: Rule Of Thumb

The s&p 500 returned 9.13% during november, with the nasdaq 100 returning 10.82%. The nyse arca gold bugs index (hui) surged 11.20% in november. Market expectations for the fed funds rate at the january 2025 meeting collapsed 52 bps this week.