Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…
Having written a weekend blog post on trends in SP 500 earnings data for the last 20 years, it’s important…
SP 500 earnings continue to be healthy, as evidenced by the weekly trend in the quarterly EPS and revenue growth…
The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…
Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…