Streetbeat News

Economic Data

SPY

Retail investors are showing a significant shift in investment behavior, with approximately $4 billion in outflows from U.S. equities over the past two weeks. This trend suggests a growing hesitancy among individual investors to continue purchasing stocks during the current market correction, potentially signaling reduced confidence in the market's short-term prospects.

Portfolio Pulse from

March 18, 2025 | 6:45 pm

ARKK

Cathie Wood, CEO of Ark Invest, suggests the economy is experiencing a 'rolling recession', indicating potential negative economic quarters ahead. Her comments highlight ongoing economic uncertainty and potential challenges for various market sectors.

Portfolio Pulse from

March 18, 2025 | 6:45 pm

BND

The Vanguard Total Bond Market Index Fund ETF (BND) is highlighted as a reliable investment option during periods of market uncertainty, offering consistent dividend and distribution income to investors seeking stability.

Portfolio Pulse from

March 18, 2025 | 6:00 pm

GLD

Alex Wolf from JPMorgan Private Bank believes the U.S. economy remains resilient, despite recent growth concerns and potential tariff impacts. He sees attractive investment opportunities in Japan and China, and recommends gold as a strategic diversification asset with potential upside.

Portfolio Pulse from

March 18, 2025 | 2:15 pm

SPY

Bank of America's latest fund manager survey reveals unprecedented investor sentiment, with a record 40-percentage-point reduction in long positions on U.S. stocks in March. This represents the largest drop in the survey's history, indicating significant market pessimism and potential volatility.

Portfolio Pulse from

March 18, 2025 | 1:45 pm

TLT

Long-term Treasury bonds are experiencing a significant rally, indicating increased investor pessimism about economic growth. The shift towards bonds suggests a growing belief that a recession might be imminent, with investors seeking safer assets and moving away from riskier equity investments.

Portfolio Pulse from

March 18, 2025 | 11:30 am

SPY

Multiple financial institutions, including PIMCO, Goldman Sachs, and J.P. Morgan, have increased their recession probability estimates for the United States. The primary driver is the potential economic impact of escalating tariffs, which could raise import prices, reduce consumer purchasing power, and complicate international trade. Record credit card debt and rising default rates further compound economic concerns.

Portfolio Pulse from

March 18, 2025 | 11:30 am

AURA

Evan Sohn from Aura Intelligence discussed recent federal layoff announcements and predicted that while public sector job growth will continue, it will not maintain the current pace. The discussion highlights potential shifts in employment dynamics between public and private sectors.

Portfolio Pulse from

March 18, 2025 | 11:30 am