As a tsunami of uncertainties dangles over the markets, including the US presidential election, critical second-quarter earnings reports, economic growth estimates, and interest rate expectations, investors are once again turning to hedging. The$CBOE Volatility S&P 500 Index(.VIX.US)$, often referred to as the market's "fear gauge," experienced its most significant surge in over a year last week, coinciding with a sharp decli...
Happy Tuesday, July 23. Earnings are flying, Biden has dropped out, and the news team is headed to Wall Street later today to check out the bull and stock exchange; I'll update you with pictures tomorrow. Here are updates from stories on Wall Street: $United Parcel Service(UPS.US)$fell 12%, at one point the lowest decline for the stock in one day since 2008, after the company trimmed its revenue outlook for the...
Honestly, for the second quarter, according to FactSet, we are expecting S&P 500 earnings growth of 9.7%. For the Russell 2000, we expect to see a second quarter earnings contraction of 5.6%. That's not all, according to Jim Grant's Interest Rate Observer, for the trailing twelve months as of March 31st, Russell 2000 constituents generated an operating margin of 4.7%, while in aggregate, the membership of the S&P 500 posted an operating margin with a 13 handle. ...
The real estate sector has lagged behind the broader market this year, with$Dow Jones U.S. Real Estate Index(.DJUSRE.US)$only rising 1.69% compared to$S&P 500 Index(.SPX.US)$'s 16.67% increase and the Dow Jones Industrial Average$Dow Jones Industrial Average(.DJI.US)$'s 7.23% rise year-to-date. However, over the past ten days, the S&P 500 has declined 0.15%, the Dow Jones Industrial Average has gained 2.72%, and the Dow Jones Real...
Last night, U.S. stocks rose after Biden withdrew from the election, with the Nasdaq and S&P up more than 1% and the Dow up 0.32%. In the history of the United States after the war, there have been two incumbent presidents who gave up re-election, Truman in 1952 and Johnson in 1968. Both Democrats announced their withdrawal earlier, leaving more time for the party to adjust. However, in those two elections, the "successors" eventually lost to Republican opponents. Last night, the U.S. chip, sem...
Despite a recent pullback, the$S&P 500 Index(.SPX.US)$, propelled by tech stocks, has risen over 15% so far this year. However, the stock market is flashing warning signs that the tech stock frenzy is about to end, according to one of Wall Street's most bearish analysts. Albert Edwards, the chief global strategist for Societe Generale, issued another warning about the blistering 2024 stock rally in a note on Thursday...
73748220 :
hilariously bad arguments here. the first part of the article speculates that the tech sector known for its pricing power and monopolies and historically sky high valuations might not increase gains. And the evidence? soft retail sales and US regional weakness
Amid discussions about the potential resurgence of the “Trump trade” following an attempt on former President Donald Trump’s life and the increasing likelihood of him securing a second term, seasoned investors advised retail investors to avoid making hasty changes to their portfolios. “Do not make portfolio changes based on what you think the election is going to bring three and a half months before the election,” Jim Lebenthal, chief equity strategist at Cerity Partners, told CNBC. “In the las...
The $CBOE Volatility S&P 500 Index(.VIX.US)$, often referred to as the market's "fear gauge," experienced its most significant surge in over a year last week, coinciding with a sharp decli...
Here are updates from stories on Wall Street:
$United Parcel Service(UPS.US)$ fell 12%, at one point the lowest decline for the stock in one day since 2008, after the company trimmed its revenue outlook for the...
Last night, the U.S. chip, sem...
Albert Edwards, the chief global strategist for Societe Generale, issued another warning about the blistering 2024 stock rally in a note on Thursday...
“Do not make portfolio changes based on what you think the election is going to bring three and a half months before the election,” Jim Lebenthal, chief equity strategist at Cerity Partners, told CNBC. “In the las...
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