David Kotok

Oct. 04, 2024 1:21 PM ET ACTV AFMC AFSM ARKK AVUV BAPR IVOO IVOV IVV IVW IWC IWM IWN IWO IWP IWR IWS IYY QQQ SPLV SPMD SPMO

In addition to the positive job growth, data for Q3 show that real GDP growth in Q2 was at 3%, which is above what was considered potential and up from Q1’s 1.6%.

Oct. 17, 2024 11:06 AM ET IBUY ONLN EBIZ RTH IYC XRT XLY VCR RXI RSPD PEZ FXD PSCD FDIS IEDI IYK XLP VDC KXI RSPS PSL FXG PSCC FSTA ISHP

The process of improving efficiency in government and in setting or resetting regulations may not proceed quickly, given the myriad constituents involved.

Oct. 24, 2024 6:40 AM ET S&P 500 Index (SPX) SP500 DJI NDX ACTV AFMC AFSM

The first read of 2024Q3 annualized real GDP growth came in at 2.8 percent, about as expected. Click to read.

Short-cycle industrials, such as machinery and distributors, have seen a slowdown in activity. Click to read.

US nonfarm payrolls came in below estimates - up by 12,000. The BLS indicated it wasn't possible to quantify the net effect of hurricanes in some industries. The unemployment rate was 4.1%.

The FOMC will consider new Q3 GDP data, September jobs report, PCE, and CPI inflation indices, and the Beige Book in their upcoming meeting. Click to read.

The correlation between Trump’s election odds and ten-year US Treasury yields suggests market anticipation of higher deficits and inflation with a potential Trump presidency.