Markets, Investing, and Economic News by Phil Rosen
S&P 500 rises 118% in four years, Phil Rosen notes
The S&P 500 has risen 118% over a four-year period. According to Phil Rosen, only two other bull markets in the past 70 years have achieved stronger four-year ...
Phil Rosen: S&P 500 extends bull run with 118 percent gain since Oct 2022
Phil Rosen notes that the current bull market is entering its fourth year, delivering the third-strongest return among five bull markets since 1980. According to Rosen, the S&P 500 has risen 118 ...
Year after U.S. midterm election brings +17.2% S&P 500 gains, Phil Rosen notes
Phil Rosen highlights that the year following a U.S. midterm election has historically delivered the strongest returns for the S&P 500 index. According to Rosen, since 1950, the S&P 500 has ...
Phil Rosen: Tech stocks are historically cheap compared to S&P 500
Phil Rosen points out that tech stocks are currently trading at unusually low valuations relative to the S&P 500. The last time this valuation gap appeared was in 2019, when Nvidia's market cap ...
S&P 500 outperforming equal-weight index after lagging, Phil Rosen notes
Phil Rosen reports that the S&P 500 has begun to outperform the equal-weight index after having lagged for much of the year. This shift indicates that market breadth is narrowing, though it does ...
Phil Rosen: Bond and stock volatility diverge as yields reach multi-decade highs
Phil Rosen observes that bond market volatility is increasing while stock market volatility is declining. He highlights that bond yields have reached multi-decade highs, yet the S&P 500 remains ...
Stock market cycles repeat, Phil Rosen discusses
Phil Rosen sat down with Jeff Hirsch to discuss the recurring nature of stock market cycles over decades. The conversation focused on midterm seasonality, why the next 6 months could be bullish, ...
Phil Rosen: America-first investment strategy, innovation and policy in focus at Future Proof
Phil Rosen joined a discussion at the Future Proof event with investors Justus Parmar and Joe Miami Beach focused on America-first investment strategies. The session explored how policy affects ...
Magnificent 7 trail S&P 500 for first time since 2021, Phil Rosen notes
Phil Rosen reports that the Magnificent 7 stocks are currently lagging behind the S&P 500 this year. This development could mark the first year since 2021 in which the group underperforms the ...
Phil Rosen: S&P 500 rises 13% while 10-year Treasury yield hits 19-year high
Phil Rosen highlights that the S&P 500 has gained 13% this year even as the 10-year Treasury yield increased by 100 basis points and now sits at its highest level in 19 years. This performance ...
Oracle plunges 56 percent from all-time high after AI infrastructure spending, Phil Rosen notes
Phil Rosen reports that Oracle has lost 56 percent of its value from its all-time high. The company, recognized as one of the largest spenders in the AI infrastructure buildout, has seen its ...
Phil Rosen: 10-year Treasury yield hits highest level in 19 years
Phil Rosen reports that the 10-year Treasury yield reached 5.13 percent, marking its highest point since just before the Great Financial Crisis. According to Rosen, this is the highest level for ...
University of Michigan sentiment hits lows while Nasdaq climbs, Phil Rosen notes
Phil Rosen highlights a rare occurrence in market history, noting that in 40 years, there have only been 13 months when the University of Michigan consumer sentiment index fell below 60 while the ...
Phil Rosen: S&P 500 overtakes RSP as investors brace for higher rates and commodity prices
Phil Rosen reports that the S&P 500 index has begun to outperform the equal-weight RSP after trailing it throughout the year. This shift comes as the broadening trade loses momentum and ...
Odds for a Fed rate hike rise to 90 percent, Phil Rosen notes
Phil Rosen reports that Wall Street now assigns a 90.3 percent probability to a Federal Reserve rate hike. This is an increase from 59 percent just a week ago. The Federal Reserve has not raised ...
Phil Rosen: Dow surges 320 percent since 2007 despite major setbacks
Phil Rosen highlights that the Dow has increased 320 percent since 2007. He points out this growth came despite a 50 percent drop during the Great Financial Crisis, as well as subsequent V-shaped ...
S&P 500 closes near record as only 27 firms trade above 40x forward P/E, Phil Rosen notes
Phil Rosen highlights that only 27 companies in the S&P 500 currently have a forward price-to-earnings ratio above 40 times, a figure equal to the peak seen during the 2022 bear market and the ...
Phil Rosen: Bitcoin price movement can be difficult to catch up with
Phil Rosen comments that once bitcoin starts moving, it becomes too fast for investors to try catching up. He shared a chart from his Opening Bell newsletter that was discussed on a show, ...
Russell 2000 gains nearly all of its 5-year rally in past year, Phil Rosen notes
Phil Rosen highlights that the Russell 2000 index has risen 28 percent over the last 5 years, with nearly the entire rally occurring within the past 12 months. He adds that the S&P 500 has ...
Phil Rosen: S&P 500 enters its weakest average month of year in September
Phil Rosen highlights that September has been the weakest month of the year for the S&P 500, with the index averaging a -0.9% decline since 1975. According to Phil Rosen, September is usually the ...
Odds for U.S. rate hike in 2026 reach 89%, Phil Rosen notes
Phil Rosen reports that although Kevin Warsh committed to avoiding forward guidance, markets interpreted his Jackson Hole speech as a signal that interest rate hikes could be likely. He notes ...
