What’s moving the markets?
AI adoption – Potential equalizer in market cap dynamics: The ten largest stocks in the S&P 500 now represent over 30% of the total market capitalization, sparking a debate about… …
What’s moving the markets?
Inflation and interest rates: As we look ahead, inflation and interest rates will remain key topics of discussion. The Federal Reserve is dedicated to bringing the rate of inflation back… …
What’s moving the markets?
Stubborn inflation: Inflation remains a central concern for both consumers and investors. Recent data has shown a higher-than-expected inflation rate, causing disappointment as investors recalibrate their expectations for rates to… …
What’s moving the markets?
Interest rates and the housing market: Interest rates have moderated somewhat as the markets interpret the Federal Reserve’s recent comments on the prospect of rate cuts later this year. The Fed… …
What’s moving the markets?
Earnings wrap-up: Fourth quarter earnings reports are almost all out and the results have been quite resilient. “With 90% of S&P 500 companies having reported fourth quarter results, the results… …
What’s moving the markets?
Earnings: The expected earnings growth in 2024 is still dominated by a small number of mega-cap companies. Here is a comprehensive preview of the Q4 earnings season that is currently underway…. …
What’s moving the markets?
Santa Claus rally in effect. It’s that time again, when we all wait to see if Santa Claus will give a boost to our investment portfolios. The Santa Claus rally,… …
What’s moving the markets?
Good market vibes. Positive earnings, lower inflation and the cooling job market combine to adjust the market’s forecast of further Federal Reserve interest rate hikes. As the root of recent market… …
What’s moving the markets?
Bond market mayhem. The bond market had a year to forget in 2022. 2023 is shaping up to be more of the same. Strong economic data and ballooning U.S. debt… …
What’s moving the markets?
Rising interest rates. The current position of the Federal Reserve on interest rates? Higher-for-longer, which has led to a significant adjustment in investor and market expectations regarding when, and by how much, the Fed would… …