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![[S&P Story] Illusion of Vacation-Season Jobless Claims and 1.81 Million Continued Claims: Checking Valuations of Cyclical Sectors as S&P 500 Settles Above 7,500](https://daily-stock.kr/stdaily/uploads/202606/gen_6a35f041347963.37340392.png)
[S&P Story] Illusion of Vacation-Season Jobless Claims and 1.81 Million Continued Claims: Checking Valuations of Cyclical Sectors as S&P 500 Settles Above 7,500
The S&P 500 topped 7,500 amid peace talks. While initial jobless claims fell to 226k, continued claims rose to 1.81 million, indicating prolonged job ...
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![[S&P Insights] Apple-Intel Alliance and S&P 500's July Seasonality: Analysis of Rebalancing Inclusions/Exclusions and Soft-Landing Scenarios](https://daily-stock.kr/stdaily/uploads/202606/gen_6a349562ce8555.59016280.png)
[S&P Insights] Apple-Intel Alliance and S&P 500's July Seasonality: Analysis of Rebalancing Inclusions/Exclusions and Soft-Landing Scenarios
The S&P 500 exhibits dynamic movement ahead of its June 22 quarterly rebalancing, driven by tech collaborations, including the Apple Intel domestic ch...
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![[S&P Story] ISM Manufacturing PMI Surpasses 54% and Kevin Warsh's Hawkish Silence: The S&P 500 Multiple Trap and the Crossroads of Cyclical Stocks](https://daily-stock.kr/stdaily/uploads/202606/gen_6a33436f3c6603.45718086.png)
[S&P Story] ISM Manufacturing PMI Surpasses 54% and Kevin Warsh's Hawkish Silence: The S&P 500 Multiple Trap and the Crossroads of Cyclical Stocks
U.S. manufacturing expanded for the 5th straight month with May's ISM PMI hitting 54.0%, a 4 year high. However, persistent price pressures and a hawk...
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![[S&P Story] K-Shaped Consumption Polarization and the 30x PER Test: The Duet of S&P 500 Consumer Discretionary](https://daily-stock.kr/stdaily/uploads/202606/gen_6a31f2b19d5f06.17090914.png)
[S&P Story] K-Shaped Consumption Polarization and the 30x PER Test: The Duet of S&P 500 Consumer Discretionary
S&P 500 Consumer Discretionary faces K shaped polarization with strong high income leisure spending and low income grocery BNPL reliance. Forward PER ...
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![[S&P Story] S&P 500 Inclusion and the Great Migration of Passive Capital: What the Additions of Marvell (MRVL) and Flex (FLEX) Reveal About Sector Rotation Dynamics](https://daily-stock.kr/stdaily/uploads/202606/gen_6a30a06d488f46.22209377.png)
[S&P Story] S&P 500 Inclusion and the Great Migration of Passive Capital: What the Additions of Marvell (MRVL) and Flex (FLEX) Reveal About Sector Rotation Dynamics
Ahead of the S&P 500 quarterly rebalancing, details are emerging for a massive capital influx into Marvell Technology and Flex, two key structural pow...
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![[S&P Insights] Grid & Aerospace Supply Bottlenecks Propel S&P 500 Industrials: Analysis of 25.7x Forward P/E and Megatrend Backlogs](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f4f6d3555d9.61208818.png)
[S&P Insights] Grid & Aerospace Supply Bottlenecks Propel S&P 500 Industrials: Analysis of 25.7x Forward P/E and Megatrend Backlogs
As the U.S. stock market undergoes valuation adjustments near all time highs, unique order trends in the S&P 500 industrials sector are drawing invest...