Genevieve Roch-Decter, CFA on LinkedIn: Twitter Spaces and Interactive Livestreams… What the heck are… (2024)

🚨BREAKING: JPMorgan’s Kolanovic Warns S&P 500 Will Plummet 23% by Year-End“There is a clear disconnect in the huge run-up in US equity valuations and the business cycle”Maybe so...BUT Kolanovic has been wrong before:- Staying bullishin 2022 as the S&P 500 tumbled 19%- Sticking with a bearish view in 2023 as the benchmark soared 24%The stock market is not the economy.Never forget.

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🚨BREAKING: May PCE inflation MATCHED expectations at 2.6%.This is the slowest pace this year for CORE PCE inflation.Likely means further rate cut delays.Are we finally winning the war on inflation?

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Good morning everyone! Last night wasn't a presidential debate, it was a circus 🤡Stumbling, fumbling, insults, lies, and a golf handicap showdown—shocking stuff.But guess what? The stock market is RIPPING.Let's go!

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🚨Hedge funds “aggressively” selling tech stocks like never before.According to Goldman Sachs, net selling in the U.S tech sector is on track to be the largest on record in June, going back in data since 2017.Tech sector now makes up 33% of the S&P 500.Highest in nearly 24 years. Just shy of the 35% record from the dotcom era.Incredible.

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🚨JUST IN: U.S. Q1 GDP rose +1.4%, matching estimates (up from 1.3% last estimate). But that's a drop from 3.4% growth in Q4.Personal consumption rose 1.5% in Q1, down from 3.3% in Q4. I am going to be captain obvious here...The economy is slowing.

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🚨JUST IN: Amazon stock hits new record high and $2 trillion valuation.NEVER FORGET HOW IT STARTED. $AMZN

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🚨BRUTAL: US small-cap stocks on track for WORST start in historyRussell 2000 is lagging the S&P 500 by nearly 15 percentage points in 2024, per Bloomberg.Putting it on pace for its worst start to a year ever versus the broader benchmark.WHY? Sky-high interest rates make raising capital tough. Many aren't generating earnings or even revenue. With large caps thriving, investors avoid the extra risk.Will they rebound or remain dead money for years?

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🚨Big PRE-MARKET moves today on a few stocks:- FedEx +14% as deep cost cuts drive better than expected forecast- Whirlpool +18% after reports of potential bid from Robert Bosch- Rivian +36% after Volkswagen said it would invest up to $5BI love action-packed mornings!$FDX $RIVN $WHR

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🚨CANADA: INFLATION UNEXPECTEDLY RE-ACCELERATES.May CPI +2.9% vs 2.6% expected.They cut rates too soon.U.S should NOT make this mistake.

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