PVG Market In A Minute-May 6, 2025
Markets rallied to start in May, with strong sector gains and improved technicals. While GDP shows no signs of recession, investors await Fed signals on potential rate cuts and easing mortgage pressures.
Read BlogMarkets rallied to start in May, with strong sector gains and improved technicals. While GDP shows no signs of recession, investors await Fed signals on potential rate cuts and easing mortgage pressures.
Read BlogMarkets rebound, but economic data and earnings may test momentum. Eyes are on GDP, inflation, and tech earnings this week.
Read BlogStocks remain under pressure amid recession concerns, Fed policy tightening, and global risks, but potential rate cuts and small-cap value may offer upside.
Read BlogU.S. markets remain volatile amid trade tensions, weak private sector growth, and rising concerns over government debt and inflation. Investors are urged to stay defensive and focus on income-generating assets.
Read BlogMarkets are off to a rough start in 2025, with continued pressure from tariffs, recession concerns, and overestimated earnings expectations. The Fed is likely to cut rates multiple times, and valuations may have more room to fall. Caution is warranted, but select opportunities remain in high-quality, lower-risk stocks.
Read BlogThe markets need some clarity on the economy, earnings for this quarter and next year, technology peaking, inflation, tariffs, the Fed, and geopolitics.
Read BlogWe increased our long exposure on March 12th due to a very oversold condition, the recent bottom actually occurred on March 13th and really bounced on the 14th!
Read BlogLast week the S&P 500 hit -10% decline from the high and then popped on Friday by about 2% on we believe an oversold condition and the news that there would be no government shutdown.
Read BlogLong-term problems that need to be fixed! Trump’s economic plan, “Brief economic pain is worth long-term gain.” This is going to be a year of change.
Read BlogIs this the Trump Recession? Huge drop in the first quarter GDP estimate from GDPNow last week from 2.3% to -1.5% to on Monday to -2.8%!!!!!
Read Blog