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2 months ago | 
wallstreetpr.com | Wall Street |Shane Murphy
By Shane Murphy, CMT1/ Dollar Tailwind Ahead for EM Equity? 2/ Watch Out for US Home Construction 3/ Quantum Computing + MomentumInvestopedia is partnering with CMT Association on this newsletter. The contents of this newsletter are for informational and educational purposes only, however, and do not constitute investing advice.
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2 months ago | 
wallstreetpr.com | Wall Street |Justin Pope
Investors have enjoyed a decent start to 2025 as the major stock market indexes have advanced in unison so far. As of this writing, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are up 2.9%, 2.3%, and 3.6%, respectively. Yet, over the past 12 months, some individual stocks have logged returns that far exceed the benchmark indexes.
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Jan 16, 2025 | 
wallstreetpr.com | Wall Street |Invesco US
The US economy experienced higher job growth in December, but we also saw an easing in wage growth. Despite lower wage growth, the surge in jobs caused markets to worry about the US economy running too hot. I think markets overreacted to the jobs report, since inflation expectations remain relatively well-anchored. On Friday, Jan. 10, we got what seemed like good news in the form of the December US jobs report.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
Socially acceptable volatility is rearing its head again today. The proximate cause of today’s rallies in stocks and bonds was a better-than-expected month-over-month Core CPI reading, but the magnitude of the rallies reflected the jittery sentiment that had pervaded markets – particularly in the fixed income arena. Extremes in sentiment lead to outsized moves. Seeing a 0.2% rise in December’s Core CPI was unequivocally a positive development.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
Investors are rejoicing as this morning’s CPI report featured lighter-than-expected annualized core inflation alongside a welcome deceleration. Meanwhile, equity and fixed-income players alike are ignoring the acceleration in headline price pressures across both the 31-day and 12-month figures and are buying stocks and bonds aggressively. Indeed, major benchmarks are surging and yields are tumbling amidst expectations that another Fed rate reduction has been advanced to June.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
In this episode we explore dividends. There are many layers to this topic such as types, distribution, and more. In this conversation explain the foundational concepts for those looking to learn more about dividends and potentially adding them to their investment strategy. The following is a summary of a live audio recording and may contain errors in spelling or grammar. Although IBKR has edited for clarity no material changes have been made. Welcome back to the Cents of Security Podcast.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
Don’t trade news. Trade market structure. Let’s use NVDA as an example. That’s what I wrote to Market Structure EDGE (find it in the Discover section under Research) users Tuesday Jan 7 before the US stock market opened. Editorial note: Find more EDGE content at IBKR Campus. Let’s understand “market structure.” It’s the rules and mechanics of the stock market. It’s the way things work. Most suppose that stocks are driven by demand from investors focused on the opportunities a business offers.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
The article “Nonfarm Payrolls December 2024” first appeared on Total Wealth Partners blog. January 10, 2025Arctic blast? Not in Laborland! The US economy added 256,000 jobs in December, though November payrolls were revised lower by 15,000. Labor force participation held steady at 62.5% last month as the official unemployment rate dipped to 4.1%. Meanwhile, U6 came in at 7.5%. Where were the employment hotspots in December? Healthcare, retail and leisure and hospitality.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly. 2024 was a very good year for most U.S. investors. Reading the tea leaves for what 2025 and beyond may bring is tricky at best given how far some markets have rallied. While no two cycles are identical, there are similarities with past cycles that we can learn from and apply to our current positioning.
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Jan 15, 2025 | 
wallstreetpr.com | Wall Street
Rhea-AI ImpactRhea-AI SentimentRhea-AI SummaryOrion S.A. (NYSE: OEC) announced preliminary unaudited financial results for FY2024, expecting adjusted EBITDA to fall slightly below the guided range of $305-$315 million. The shortfall is attributed to multiple factors: foreign exchange impacts from a strengthening dollar, one-time costs from a workforce reduction plan, weaker Rubber segment volumes in Q4, and less favorable Specialty segment mix.
