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Fed Chair Powell indicated the Fed may not wait for inflation to reach its 2 percent target before considering a rate move, buoying the markets

Outlook

Investors shift, anticipating lower interest rates

by Gerry Sparrow
Published July 25, 2024

Consider themes that may be insulated from geopolitical-driven volatility like U.S. Infrastructure, Defense Tech, and Uranium. Also consider traditionally less volatile assets like preferreds, covered calls, or emerging market debt less correlated with U.S. election risks

Outlook

Inflection points: and just like that… rising election risk

by Global X
Published July 25, 2024

Each month, the SSGA Investment Solutions Group (ISG) meets to debate and ultimately determine a Tactical Asset Allocation (TAA) to guide near-term investment decisions for client portfolios. Here we report on the team’s most recent discussion

Outlook

Expectations improve for US equities

by State Street Global Advisors
Published July 25, 2024

Yesterday it was the Harris Trade but today it’s the Trump trade as stocks attempt to bounce back from last week’s selloff by using any lever they can pull. But from a probability perspective, election odds haven’t changed much, with Trump still expected to handily become 47

Outlook

Investors swap Harris trade for Trump trade

by Interactive Brokers Traders Insight
Published July 25, 2024

In June, the American Society of Clinical Oncology (ASCO) hosted its 60th Annual Meeting, drawing over 40,000 attendees from around the globe. This year’s event largely focused on validating revolutionary treatment categories like Chimeric antigen receptor (CAR) T-cell therapies and antibody drug conjugates (ADCs). Given proven clinical benefits across a wider array of cancer types, we expect these novel treatment categories to become increasingly important in the fight against cancer and the growth profiles of select companies in the healthcare space.

Outlook

ASCO annual meeting 2024: Breakthrough treatments hint at renewed hope …

by Global X
Published July 18, 2024

The Producer Price Index, which measures the change in wholesale prices, rose 2.6 percent in June year over year—its largest increase in 16 months. By contrast, the Consumer Price Index, which tracks consumer prices, showed that the pace of inflation slowed in June. Markets shrugged off the conflicting data, instead embracing the cooler CPI data.

Outlook

Stocks advance after new inflation data

by Gerry Sparrow
Published July 18, 2024

Utilities, aerospace and defense, and oil & gas exploration are sector opportunities with great growth potential

Outlook

Sector opportunities for Q3 2024

by State Street Global Advisors
Published July 18, 2024

Reminders take you back to basics. Investing is no different. No matter how sophisticated the offerings and the underlying systems look, the basics stay the same. The simplest lessons are often the most important ones.

Reflections Strategies

A basic reminder

by Interactive Advisors
Published July 18, 2024

The UST yield curve has been inverted, but there is speculation about when it will “un” invert and move out of negative territory. The potential for Fed rate cuts could impact the timing of the yield curve moving out of negative territory, with the UST 2-Year/10-Year spread potentially being the first to do so.

Outlook

When will the yield curve “un” invert?

by WisdomTree
Published July 11, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data

Outlook

Mixed message from Fed chair, governor

by Gerry Sparrow
Published July 11, 2024

News of slower job growth, slowing wage growth, and a slight uptick in unemployment helped drive down Treasury yields, and stocks finished the short week with a strong rally

Outlook

Stocks steady in short holiday trading

by Gerry Sparrow
Published July 11, 2024

We discuss various parts of the consumer reaction function that help explain the divergence between consumer sentiment and some important pieces of macro data. We also give thoughts on what this disconnect may mean for consumer and voter behavior.

Outlook

Pessimistic US consumers may have a point, after all

by State Street Global Advisors
Published July 11, 2024

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