ETFs like VOO, SPY and IVV hit record highs as the S&P 500 tops 6,400, fueled by AI-led tech gains and rising hopes for Fed rate cuts.
To one strategist, Wall Street isn't nearly bullish enough on the transformational reform of the U.S. economy.
Consumers aren't yet paying the costs of higher tariffs on things like replacing a roof or remodeling a kitchen, says lender
ETFs saw $19B in inflows last week, led by fixed income, with XLC, VOO, IVV, VCSH and SGOV topping the asset creation list.
In thin summer markets round numbers become magnets, says a popular newsletter author
NovaDius's Wealth Management president Nate Geraci and Renaissance Capital senior strategist Matt Kennedy sat down with Leslie Picker to discuss the record inflows of ETFs in July and why 2025 is slated to be another banner year for the industry.
The S&P 500 bounced back with a weekly gain of 2.4% and is now just inches off a new record high. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back to 2013.
There has been an improvement in Q2 '25 EPS and revenue growth rates expected by the end of September '25, and for Q3 '25 and Q4 '25 as well. The sell-side analysts keep underestimating consensus growth rates - and not by a little, either. The upside surprise for S&P 500 EPS is a whopping 8.8% as of Friday, August 8th, while revenue “upside surprise” is even more impressive at +2.8%.
REITs have outperformed the S&P 500 over the long run. I expect REITs to return to their lead over the coming years. I highlight specific REITs that are especially well-positioned.
Despite a sharp market selloff, U.S. equity ETFs drew $16.3B in inflows last week, led by SPY, IVV, VOO, QQQ and ARKK.
Earnings are due from AMD and Pfizer on Tuesday; new tariff deadline looms
If you want to know where U.S. stocks are headed, look to the Fed, advises Societe Generale.