Strategists Sound Alarm: Big Tech’s Rise Mirrors Dot-Com Bubble
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A team of quantitative strategists at J.P. Morgan is drawing parallels between the current stock-market rally, propelling the S&P 500 to six consecutive record closing highs in 2024, and the dotcom bubble. Led by Khuram Chaudhry, the analysts highlight the growing concentration in the U.S. stock market as a significant risk for investors this year. […]
Make-or-Break Moments: Fed Meeting, Tech Titans, and Jobs Report Challenge Stock-Market Rally
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The upcoming week holds significant events that are poised to influence stock-market dynamics. Investors are eagerly awaiting the Federal Reserve’s monetary-policy meeting, a pivotal December employment report, and a wave of earnings reports from major technology players. These events collectively offer crucial insights into the economic landscape and the potential trajectory of interest rates. Encouraging […]
Smart Money Moves: Why the Fed Model Points to Stocks Crushing Bonds for the Next 10 Years
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The S&P 500’s impressive rally may encounter a setback due to Tesla’s disappointing performance, leading to a decline in its premarket shares. Investors await updates from other tech giants in the Magnificent Seven, including Microsoft (MSFT), Alphabet (GOOGL), and Apple (AAPL), next week. Despite this, the tech stock group has shown a robust start to […]
Netflix’s Soaring Success Propels S&P 500 Futures to New Heights!
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Stock index futures indicated a positive start for the S&P 500 early Wednesday, poised for another record, fueled by upbeat earnings, stabilized bond markets, and a monetary stimulus in China, which bolstered risk appetite. Current stock-index futures trading reveals: On Tuesday, the Dow Jones Industrial Average fell 96 points (0.25% to 37905), the S&P 500 […]
S&P 500’s Victory Lap: Meet the 3 Stock Sectors Dominating the 2-Year Rally
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According to a report from DataTrek Research, although the S&P 500 achieved a record closing high on Friday, the overall market ascent has not benefited many sectors. DataTrek evaluated sector performances over the approximately two-year period leading up to January 19, comparing it to the index’s last peak on January 3, 2022. Nicholas Colas, co-founder […]
Lessons in Fortune: 134 Elections, 17 Countries – Your Guide to Inauguration Investments!
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The withdrawal of Ron DeSantis from the Republican presidential race underscores the potential impact of elections on financial markets, especially in a year where the U.S., India, Mexico, and likely the U.K. are gearing up for significant political events. Citi’s strategists delved into the market repercussions of 134 elections across 17 countries, excluding periods of […]