Will 2024 mark the return of the momentum factor to performance spotlight? This risk premium’s star faded in 2023, but there are hints that a rebound may be brewing for this slice of the equity risk premium, based on a set of proxy ETFs through Wednesday’s close (Jan. 24).
Daily Archives: January 25, 2024
Macro Briefing: 25 January 2024
* Political blowback is a risk for the Fed and its policy decisions in 2024
* Middle East crisis is starting to weigh on European economy
* Eurozone business activity contracts for eighth month in January: PMI survey
* Revenue surges for globally critical semiconductor firm ASML
* Tesla is forecasting a sharp sales slowdown this year
* US business activity picks up in January via PMI survey data: