Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut
And big banks vs regional banks
The story of stocks this year is unambiguously sparkly but the mood is fragile
The few analysts still warning about US market downturn say investors have embraced ‘fanatical thinking’
And that is worrisome
And more on American exceptionalism
Volumes for some sub-$1 shares are above those of Tesla and Apple as retail investors target cheap but volatile names
Zero-day options keep growing and growing and growing
It matters. But how?
And I’ve found a way to do it that avoids the insane fees
How much does he matter, financially?
Changes to indices have a huge effect on companies and countries. Should they be regulated?
And the death of the stock size factor
Does size matter any more? FT Alphaville examines the ‘death of small-caps’ narrative
The impact of world events on the oil price has declined over time
Which of these is driving the market? Yes.
And the cheapness of Europe
Broader rally, concentrated earnings
Rise of Magnificent Seven helped to push flows to ETFs tracking the blue-chip index to an all-time high of $137bn
Vix and VStoxx indices show expectations of volatility around prospective Biden-Trump rematch
Rate-cutting signals from central banks spark hopes of more sustainable gains for shares
‘No one is really worried about small downturns,’ say investors
Whodunnit?
2024 vs 2021
Taking the fun out of heuristics