NAAIM vs. S&P 500 Index Active investment managers, with their portfolios fully invested in equities, are often criticized for their consistent habit of selling at market bottoms and purchasing at market tops. Image: Real Investment…
S&P 500 Index Returns in July Historically, July has shown strong performance in the U.S. stock market during its first half. The market often peaks on July 17, as investors take profits before the traditional…
Secular Bull Market – S&P 500 Weekly Chart with the 40-Week MA and 200-Week MA The S&P 500 has reached the 5600s target based on the bullish cup and handle pattern that formed in 2022-2023.…
Performance – Large Cap vs. Small Cap The durability of the rotation from U.S. large caps to U.S. small caps remains to be seen as the market assesses the implications of changing inflation and rate…
FMS Recession Expectations With economic indicators currently showing some resilience, is it unlikely that the global economy will experience a recession in the next 12 months? Image: BofA Global Fund Manager Survey
U.S. Unemployment Rate Technical analysis suggests an upside risk to the U.S. unemployment rate in the second half of 2024, indicating potential challenges in sustaining job growth and stability in the labor market. Image: BofA…
Performance – Regional Banks vs. Large Banks Would investors be better served by focusing on quality large bank names rather than trying to find value in the regional banking sector at this time? Image: BofA…
Components of S&P 500 Total Return Given that S&P 500 returns in the past five years were driven more by valuations than earnings, investors should anticipate a reversal of this trend, where earnings become a…
S&P 500 – Russell 2000 (Small Caps) Outperforms Russell 1000 (Large Caps) by 3% of More Historically, when small caps have outperformed large caps by 3% of more, the S&P 500 has been higher a…
U.S. Inflation – Core PCE and Core CPI Inflation is trending downward towards the Fed’s 2% target, a crucial aspect of its monetary policy aimed at maintaining price stability and anchoring inflation expectations at a…