Bolsa
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
181 posts
Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
Las bajas cifras de inflación hacen temblar a los toros
El miércoles, el Comité Federal de Mercado Abierto (FOMC) advirtió a los mercados de que no esperaran más de un recorte de los tipos de interés en...
Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
Market Call: Blue Angels Flying High
Our Blue Angels framework shows that the S&P 500 was back in record high territory last week as…
Market Call: Another Rollercoaster Ride.
Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April'…
Market Call: The Magnificent One?
Stock market pundits have been bemoaning the narrowness of the current bull market that started on October 12, 2022. It…
Dow 60,000: Here We Come
The Dow Jones Industrial Average closed above 40,000 for the first time on Friday, May 17 (chart). Today it…
Why Are LargeCaps Doing Better Than SMidCaps?
Why has the S&P 500 LargeCaps stock price index been more expensive than the indexes for the S&…
Market Call: Loop-The-Loop
Keep your seat belts on: There may be a few more loop-the-loops in the stock market's rollercoaster ride.…
Hawks Fly Higher For Longer Than Doves
It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
More Bumps Ahead?
Fed Chair Jerome Powell has often said that the road toward lowering inflation down to the Fed's 2.…