PVG Market In A Minute - July 13, 2021
Just to reiterate some of our comments from last week, the inflationary/deflationary issues will again be a subject this week. Federal Reserve Chairman… Market in a Minute 2021-7-13
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Just to reiterate some of our comments from last week, the inflationary/deflationary issues will again be a subject this week. Federal Reserve Chairman… Market in a Minute 2021-7-13
Read BlogLast week, the market was led again by technology stocks versus the once very strong and leadership value stocks. We had been expecting a.… Market in a Minute 2021-7-6
Read BlogThe week after the Fed meeting, so last week, the market was very strong. As an example, the S&P 500 rallied from a very weak Fed meeting week to be up 2.7%.… Market in a Minute 2021-6-29
Read BlogAs we discussed last week, the Federal Reserve meeting was going to be an important event. It turned into a sell off two days later with Federal Reserve Governor… Market in a Minute 2021-6-22
Read BlogThis week, the Federal Reserve meets to discuss monetary policy. The Fed has been very consistent in prior meetings to say they do not anticipate increasing interest rates through 2023. Market in a Minute 2021-6-15
Read BlogAs we discussed last week, we were looking for the FDA to approve Biogen’s Alzheimer’s drug on Monday and they did! This is such a big deal for both biotechnology and the Alzheimer’s space. Market in a Minute 2021-6-8
Read BlogWe discussed previously several times that our fundamental view is the market is fully valued at 4200, based on $220 earnings for the S&P 500 for year-end 2022 (consensus is currently $210.60). Market in a Minute 2021-6-1
Read BlogLast week, AT&T (T) announced they would be selling their media assets to Discovery (DISCA), as a result, T would now be focusing on their core business of telecom. Additionally, the dividend payout would also be cut! Market in a Minute 2021-5-25
Read BlogLast week, both the Consumer and Producer Price Indices were much much hotter than expected. This inflation issue may linger longer than expected. Market in a Minute 2021-5-18
Read BlogAs everyone well knows, the Employment Report on Friday was wildly disappointing with 266,000 new jobs, with the expectation of economists around 1 million. That is such a big miss! Market in a Minute 2021-5-11
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