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Updated: 2 hours 42 min ago

Recession In 2022?

Fri, 02/02/2024 - 22:15
I don’t have a plot of GNP, but here’s GDP and other variables the NBER BCDC focuses on. Note aside from manufacturing and trade industry sales and personal income ex-transfers and GDP, other series rise throughout 2022H1.

Understanding Market Fear In Investing: A Guide To Profitable Opportunities

Fri, 02/02/2024 - 21:45
This article aims to provide a comprehensive overview of market fear, its implications, and how investors can leverage it to their advantage

3 Quarterly Releases To Watch Next Week Of February 5

Fri, 02/02/2024 - 21:15
Earnings season continues to chug along, with the reporting docket being dominated by mega-cap technology this week. The period has primarily been positive thus far, with many stocks enjoying buying pressure post-earnings

Financial Markets Report For Friday, February 2

Fri, 02/02/2024 - 20:45
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, February 2

3 Blue Chip Dividend Stocks To Play Defense

Fri, 02/02/2024 - 20:15
We will discuss 3 long-term blue chip stocks to play defense. They have raised their dividends each year for over ten years, have current yields above the S&P 500 Index average, and should continue to increase their dividends for years to come

Strategies For Improving Labor Productivity Through Employee Training

Fri, 02/02/2024 - 19:45
The labor market will be tight through the end of the decade, making employee recruiting and retention difficult. Boosting the output of employees is the best strategy for coping with the difficult labor environment.

Employment in January: Benchmark Revisions, Seasonality, Population Controls

Fri, 02/02/2024 - 19:15
The Employment Situation release for January 2024 incorporated annual benchmark revisions to the establishment survey series and reported population controls for the household survey series. NFP at +353 vs. +187 thousands Bloomberg consensus

Recapping The Highlights From January's Fed Meeting

Fri, 02/02/2024 - 18:48
On the latest edition of Market Week in Review, Investment Strategist Alex Cousley and Sophie Antal-Gilbert, Head of AIS Portfolio & Business Consulting, discussed the latest U.S. Federal Reserve (Fed) and Bank of England (BoE) policy meetings.

Focus On The Fed Series: Global Equities

Fri, 02/02/2024 - 18:25
In this piece, we take stock of the impact of Fed policy on global equities and share our best ideas for 2024

Big Tech Crushes Earnings: Which One Should You Buy?

Fri, 02/02/2024 - 18:05
In this article, we are going to take a look at the quarterly earnings reports, valuations, and Zacks Ranks, and attempt to identify which are the most attractive investments right now

Recent Stock Purchase January 2024

Fri, 02/02/2024 - 17:44
With February already underway and the markets on a nice uptrend, I decided to add to some of my lagging existing positions.

U.S. Banks See Massive Deposit Flight (Biggest Since SVB) As Fed Ends BTFP 'Arb'

Fri, 02/02/2024 - 17:39
After two weeks of outflows, money market funds saw $42BN of inflows last week, sending the total assets above $6TN for the first time ever.

Will AI Cause Massive Deflation?

Fri, 02/02/2024 - 17:25
We will never again see durable deflation. Not until either the dollar dies or the Fed dies – whichever comes first.

The Future Is Amazing (And Lonely)

Fri, 02/02/2024 - 17:10
The idea of a March rate cut is officially dead. Friday’s hot labor report sealed the deal there.

Visualized: Past Interest Rate Cut Cycles And 2024 Forecasts

Fri, 02/02/2024 - 16:59
After a rapid set of rate hikes throughout 2022, the U.S. Federal Reserve now faces the challenge of timing its easing of monetary policy to ensure a soft landing for the economy.

A Scorching Jobs Report

Fri, 02/02/2024 - 16:51
The strong performance of technology companies, coupled with positive economic indicators, contributed to the market's bullish sentiment, driving significant indices to new heights.

Why Bond Selling Could Break This Market

Fri, 02/02/2024 - 16:44
Virtually all week, we saw a surge in bonds - the classic signal of a “flight to safety” and a warning that all hell’s about to break loose in stocks.

Natural Gas – Consolidation Vs. Bearish Factors

Fri, 02/02/2024 - 16:26
When we take a look at the weekly chart, we see that the Stochastic Oscillator generated a sell signal, giving the sellers even one more reason to act.

Alternative Business Cycle Indicators

Fri, 02/02/2024 - 16:06
If we assume the net operating surplus is the same in Q4 as Q3 in nominal terms, we can guesstimate GDI and hence GDO.

Market Talk - Friday, Feb. 2

Fri, 02/02/2024 - 15:54
The U.S. labor market saw a significant increase in January 2024, with 353,000 jobs added, surpassing economists’ expectations.

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