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Beneath the S&P 500 rally: Where performance and fundamentals diverge
The S&P 500 is up 13.1% year-to-date, compared with a 17.9% gain for the Nasdaq and a 21% rise for difficult to justify given weaker earnings revisions than large caps and rising sensitivity to interest rates
blog.naver.com · 2026.08.16
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Beneath the S&P 500 rally: Where performance and fundamentals diverge
The S&P 500 is up 13.1% year-to-date, compared with a 17.9% gain for the Nasdaq and a 21% rise for difficult to justify given weaker earnings revisions than large caps and rising sensitivity to interest rates
blog.naver.com · 2026.08.15
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2020-2026년 미국 장단기 금리차 (Bond Yield Spread)
1.50% as investors anticipated a strong economic recovery and future inflation, causing long-term rates to rise faster than sh.......
blog.naver.com · 2026.07.25
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2026.7.2 - 엔화 약세에도 글로벌 펀드들은 침착함을 유지
Stocks Rise After June Hiring Misses Expectations By Joe Wallace 39 min ago U.S. Stocks Edge Lower as Warsh Dodges Questions on Rates By Anvee Bhutani 17 hours ago Bank Stocks Rally,
blog.naver.com · 2026.07.02
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헝가리의 출산 장려 정책은 왜 초기에는 출산율을 높였다가 이후 다시 하락했을까?
What one country's experiment says about attempts to boost birth rates 한 국가의 실험이 출산율 제고 노력에 대해 시사하는 바는 Why did Hungary’s pronatalist approach deliver an early rise in births only then to fall back?
blog.naver.com · 2026.06.16
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Lee Jae-myung ‘Rental Housing Raises Prices’: Money Supply Expansion, ‘Deprivation of Sovereignty'
Jae-myung Claims ‘Rental Housing Raises Prices’: Interest Rate Control, Money Supply Expansion, Stock Rise prioritizing stock market gains through an increase in the money supply, while excluding interest rates
blog.naver.com · 2026.06.11
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KTemoc Konsiders : Anwar needs to fix the economy now, and by himself
The cost of living, lacklustre Bursa, EPF and rise in interest rates have all been topics...
ktemoc.blogspot.com · 2023.06.25