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Archives by Year:
Healthcare And Biotech Update With Market At 2024 Highs
Image Source: Unsplash Healthcare and Biotech Stock Update A diversified portfolio should be developed in healthcare with biopharmaceuticals, MedTech and speculative SMID caps. The bull market is intact with technology Stocks dominating, but XLV is up 6.89%YTD. Large Cap Biopharmaceuticals are best positioning with ABBV, LLY, MRK but biotech overall (IBB) is trailing. These are wild […]
“Are You Better Off Than You Were Four Years Ago?”
No economic news today, so let me take a look at the supposed killer recent GOP meme that they claim is completely unanswerable: “Are you better off today than you were four years ago?”This is based primarily on consumer sentiment reading as well as polling that has consistently shown that most people think that the […]
Diversification, Equity And Indices
The results of S&P DJI’s latest SPIVA U.S. Scorecard are in: Most large-cap active managers underperformed the S&P 500® for the 14th consecutive year in a row. 60% of active large-cap funds underperformed the S&P 500 in 2023, slightly better than the long-term average of 64%, and a relatively benign result considering the dominance of the U.S. equity […]
Fed Has Cover For Rates Cuts But Inflation Not Giving Up
Today is FOMC statement day when their two-day meeting ends and Jay Powell gives his press conference after a statement is released keeping interest rates where they are, commenting on inflation and then letting everyone know that rate cuts are on the way later than sooner.The stock market model for the day is plus or […]
Is S&P 500 Nearing Turning Point With Spring Equinox?
Image Source: Unsplash It is always worth keeping a close eye on the stock market price action around this time of year.18 months ago, it was the first day of fall that seemed to be a great time to buy stocks… and again this last fall. Heck, even spring of 2023 was good. But the broader point […]
Poland Sees Double-Digit Real Wage Growth
Average wages in the enterprise sector rose 12.9% year-on-year in February (nominal), above expectations (11.3% YoY), following a 12.8% increase in January. Real wage growth is the highest since the end of 1999, signalling a recovery in consumption (weak so far) and sticky core inflation in Poland.shutterstock The better-than-expected wage data stems from a tight labour market, with […]
Yen Weakness Continues
Following Tuesday morning’s widely anticipated decision from the BoJ to end the era of negative interest rates, BoJ Governor Ueda reiterated his view that it was “important to keep conditions accommodative” due to his view that there is “still some distance for price expectations to hit 2%”. While the move out of negative rates was […]
Corn Is The Sleeper. The Corn & Ethanol Report
We kickoff the day with MBA 30-Year Mortgage Rate, MBA Mortgage Applications, MBA Mortgage Market Index, MBA Mortgage Refinance Index, and MBA Purchase Index at 6:00 A.M., EIA Energy Stocks at 9:30 A.m., 17-Week Bill Auction at 10:30 A.M., Fed Interest Rate Decision, FOMC Quarterly Rate Projections at 1:00 P.M., and Fed Press Conference at […]
The FTSE Finish Line: Investors On The Sidelines Ahead Of Fed And BoE Rate Decisions
Image Source: Pexels On Wednesday, London’s FTSE 100 started off lower as investors remained cautious ahead of the Federal Reserve’s decision later in the day. This was further reinforced by softer-than-expected domestic inflation data, which solidified expectations of interest rate cuts from the Bank of England this year. The FTSE 100, composed of blue chip stocks, […]
Stocks Quietly Higher As Central Bank Wraps Up Meeting
Stocks are cautiously higher ahead of the conclusion of the central banks policy meeting. Investors largely anticipate interest rates to remain unchanged this time around, but will gain more clues for future plans at Fed Chair Jerome Powel’s press conference later today. Ahead of the event, the Dow Jones Industrial Average (DJI) sports a modest double-digit lead, […]
