David Blitzer
David Blitzer
companies feeling increasing pressure raise responsive sharing
A lot of companies are feeling increasing pressure to be responsive to their shareholders and to make sure their shareholders are sharing their profits. One way to do that is to raise dividends.
bad fuel notices trouble
Also, they're in such bad trouble, who notices the fuel costs?
change due impact investors low mergers number time unusually year
This is a year of unusually low S&P index turnover due to the low number of mergers and acquisitions in the large-cap sector. So we are making the change at a time when the impact on index investors will be minimized.
cap change expect expenses funds large less lower operating reflection segment tracking
This change makes the S&P 500 a better reflection of the large cap segment of the U.S. equities market. Index funds and exchange-traded funds can expect lower operating and transaction expenses and less tracking error.
add difficult pressure pricing profit raise together
There's not a lot of pricing flexibility, there is a little more upward pressure on wages, and when you add that all together it can be very difficult to raise profit margins.
points
there's nothing here that really points to any near-term inflationary dangers.
assume chinese markets open position
For the Chinese equities markets to assume its position in the world, it must open up.
definitely economy feeling few general good last weeks
The general good feeling about the economy of the last few weeks is definitely still here.
absolutely asian early economy hit impact late spring
The economy right now is absolutely fantastic, but I think the Asian impact is still to come. The big hit is probably to come in late spring or early summer.
cut data employment fed fence hurry points saw whether
The employment data showed a lot of weakness. Before that, I was on the fence about whether the Fed would cut 25 (basis) points or 50, but I got off in a hurry when I saw that.
data employment
The employment data showed a lot of weakness,
believe caps data edge exposure large smaller
The equal-weighted index will give you more exposure to smaller stocks. If you believe that small caps outperform large caps, and most data suggests they do, then the equal-weight should give you a small edge over long periods.