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...Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
...The gap in performance shakes up a long-term historical norm in which fast-growing small-caps have tended to deliver punchier returns for investors who can stomach the higher volatility....
...The Fed’s big upgrade to forecasts for gross domestic product growth came without any comparable adjustment to its outlook on prices or jobs, defying historical norms in which defeating inflation through...
...This was well above the 932 per cent growth in the S&P 500 in the same period, and the 465 per cent rise in incomes in the top 0.1 per cent of earners....
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
...The blue-chip S&P 500 closed up 0.9 per cent, at a new record, continuing a rally that has pushed the index 27 per cent higher since October. The Nasdaq Composite gained 1.3 per cent....
...He writes: A lot must go right for low Vix to remain the norm for all of 2024 . . . equities would need to stay on the soft-landing “balance beam” and avoid getting knocked off by either recession or higher-for-longer...
...George Steer I guess the big US stock indices like the S&P 500 and the Nasdaq Composite are at record highs....
...Martin Wolf, the FT’s chief economics commentator, wrote that a Trump win would mean the US was “no longer committed to democratic norms”....
...Markets made merry right away, with the S&P 500 enjoying its best day in more than six months while two-year Treasury yields tumbled almost 0.25 percentage points....
...As I wrote in FTAV last month: As a “foreign private issuer”, Arm will not qualify for inclusion in the S&P 500 and other domestic US indices....
...Narrow stock market returns are, after all, the norm....
...You would have been twice as wealthy today investing in the S&P 500 as investing in Qualcomm back at the start of 2000....
...For example, the SSGA SPDR MSCI World UCITS ETF tracks the MSCI World index for an ongoing charge of 0.12 per cent, while the Xtrackers S&P 500 UCITS ETF tracks the S&P 500 index of US stocks for 0.06 per...
...Such a gentle reversion to pre-Covid norms would defy the historical record, but it could happen....
...TSMC comes to town In the small Japanese town of Kikuyo, traffic jams, skyrocketing property prices and battles for staff have become the new norm since the arrival of Taiwan Semiconductor Manufacturing...
...Von Rotberg at J Safra Sarasin also echoed that point — buying tech stocks has been a great defensive strategy of late, but that’s the exception rather than the norm, and it “could flip back to the cyclical...
...With the right digital tools, publication rules and scientific norms we can make rigorous research easier to do, easier to share and easier to check — while making life difficult both for the large number...
...Currency effects aren’t helping either: In dollar terms, the chart shows that Korea’s Kospi index outperforms Tokyo’s Topix — and that both lag the S&P 500....
...Jordan Moore, Daniel Folkinshteyn and Jordan P Howell....
...“I look at this as being two years into a five- to seven-year span of value winning — and that just takes us back to historical norms.”...
...“The S&P is very overpriced versus the rest of the world,” he said. “We prefer brighter pastures overseas like China and Hong Kong. They are just coming out of recession while we’re going into one....
...US stocks were positive overall, with the blue-chip S&P 500 closing 0.3 per cent higher and the tech-heavy Nasdaq Composite adding 0.9 per cent....
...But gas is still trading at about five times the historical norm, wreaking havoc on economies and stoking inflation globally....
...Ohsung Kwon, US equity strategist at BofA, echoed that sentiment, noting that earnings per share estimates had been slashed 7 per cent in the run-up to earnings season, compared with the norm of about 4...
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