S&P 500 >10% YTD heading into Q4?
Oct is down on avg and higher only 50% of time.
BUT Q4 higher 14 of past 15 times. Yes, 1987 was 16 times ago, still, this isn't bearish.
Two girls set up a lemonade and cookie stand on our road.
I bought one cup of lemonade, tipped them $100 cash, called the police to report them for unpermitted food sales, and left a 1 star Yelp review.
Important for them to understand the ups and downs of entrepreneurship.
*US AUG. CORE PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US AUG. PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US AUG. PCE PRICE INDEX RISES 2.7% Y/Y; EST. +2.7%
*US AUG. CORE PCE PRICE INDEX RISES 2.9% Y/Y; EST. +2.9%
Since 2019 the S&P 500 is up 125%.
76% of that is coming from earnings growth and 19% from dividends.
No, this isn't a bubble, this rally is justified from strong earnings growth.
FRESH DATA WEAKENS CASE FOR RAPID FED CUTS
After last week’s 25-bp cut, Fed Governor Miran pushed for faster easing, but Powell urged caution. New data show solid activity and limited layoffs, with Capital Economics noting the economy is “still doing just fine.” Markets sold…
US JOBLESS CLAIMS -14K TO 218K IN SEP-20 WK; SURVEY 235K
US SEP-13 WEEK CONTINUING CLAIMS -2K TO 1,926,000
US SEP-13 WEEK JOBLESS CLAIMS REVISED TO 232K
Without tech spending, the US would have been close to, or in, a recession earlier this year: DB's Saravelos. "Perhaps Nvidia, which employed only 36,000 people at the last update earlier this year, holds the keys to all global macro in 2026:" DB
$IONQ caught in 4K - "Cisco has a market cap of hundreds of billions of dollars. At minimum, the future of IonQ looks like that and the ceiling of it looks like Nvidia."
This is the craziest statement from a CEO I have ever heard and I went to prison for securities fraud.
Bessent to Fox Business's Maria Bartiromo: “Rates are too restrictive, they need to come down.”
“I’m a bit surprised that [Powell] hasn’t signaled that we have a destination before the end of the year of at least 100 to 150 basis points" in cuts.
Bessent to Fox Business's Maria Bartiromo: “Rates are too restrictive, they need to come down.”
“I’m a bit surprised that [Powell] hasn’t signaled that we have a destination before the end of the year of at least 100 to 150 basis points" in cuts.
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