Mag7 stocks have added $2.3 trillion in market cap in Q2 so far... while the 493 other stocks in the S&P 500 have lost $720 billion...

By: Charles-Henry Monchau, CFA, CMT, CAIA

Two cash indicators are showing extremes: on one end, mutual fund managers have the lowest level of cash on their portfolios since mid 2021 (see chart above).

By: Gustavo A. Cano

The first quarter of the 21st century belongs to the ETF.

By: Gustavo A. Cano

We raise our S&P 500 year-end target from 5200 to 5600 (+3% from current level) driven by milder-than-average negative earnings revisions and a higher fair value P/E multiple (from 19.5x to 20.4x).

By: David Kostin

Analysts still expect double-digit earnings growth for the S&P 500 this year and next.

By: Daily Chartbook

US dividend growers are down nearly 20% relative to the S&P 500 over the past 12 months.

By: Lev Borodovsky

At 8.17 U.S. dollars, Switzerland has the most expensive Big Macs in the world, according to the January 2024 Big Mac index. Concurrently the cost of a Big Mac was 5.69 dollars in the U.S., and 5.87 U.S. dollars in the Euro area.

By: Charles-Henry Monchau, CFA, CMT, CAIA

For inflation to keep falling, the labor market must continue to cool.

This chart makes me worried.

By: Peter Berezin

What’s the Difference Between the CPI and PCE Indexes?

Shelter Price Weights Cause PCE and CPI to Diverge

By: James W.

Time in the market beats timing the market

By: Valerie Noel