IJH Fundamental Analysis

Where's The Downside Tipping Point For U.S. Stocks?

S&P 500 Sees More Fallout From Delayed Rate Cut Expectations

The repercussions of delayed rate cuts continued to shake out in the U.S. Stock market in the past week. The S&P 500 dropped a little over 1.5% from where it ended the previous week to close at 5,123.41 on Friday, 12 April 2024. Bad news came in the form of diminished earning expectations for big banks. The CME Group's FedWatch Tool now projects the Fed will hold the Federal Funds Rate steady until 31 July 2024.

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.

AOA: Passive Bond-Equity Allocations Are Questionable

IShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA has an exposure to foreign securities of about 35%, which implies some currency risk. AOA strategies based on the negative correlation of stocks and bonds are questionable.

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

Should Vanguard S&P Mid-Cap 400 ETF (IVOO) Be on Your Investing Radar?

Noteworthy ETF Inflows: IJH, VST, WSM, RS

Is John Hancock Multifactor Mid Cap ETF (JHMM) a Strong ETF Right Now?

Brad Simpson On 'Vibecession' And What It's Telling Us About Market Sentiment

IJH Fundamental Analysis

Margin Debt Surges As Bulls Leverage Bets

Margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage represents increased risk-taking by investors in the stock market. Margin debt is not a technical indicator for trading markets. As consumer confidence improves, so does the speculative demand for equities.

VO: Mid-Caps Look Better Than Large-Caps, And So Does This Fund

Vanguard Mid-Cap Index Fund ETF Shares is a good investment option for the next phase of the market cycle. The fund's diversified portfolio of mid-cap stocks offers more resilience than small-caps. The VO ETF is a passively managed fund with a low expense ratio of 0.04%. The fund offers a 12-month dividend yield of 1.50%.

TDAM CIO On Navigating The Markets After Strong Start To The First Quarter

GRPM: Mid-Cap And Uncorrelated

Is JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) a Strong ETF Right Now?

With 10-Year Treasuries At 4.4%, How High Is Too High?

S&P 500 Pulls Back As Fed Officials Get Lost On Road To Rate Cuts

The S&P 500 pulled back from last week's record-high close. The index ended the first trading week of April 2024 at 5,204.34. On Monday, 1 April 2024, signs that oil prices are likely to rise pushed up inflation expectations. Several Fed officials responded by trying to dial back expectations for when they will start cutting interest rates.

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

S&P 500 Earnings: New Quarter, Will The 'Upside Surprise' Factor Continue In 2024?

Home Earnings Analysis S&P 500 Earnings: New Quarter, Will The 'Upside Surprise' Factor Continue In 2024? Q4 ’23 EPS ended at $57.16, up from $54.69 at the end of the previous quarter. The forward 4-quarter estimate jumped this week to $251.58 from $242.94.