This course teaches pandas GroupBy operations using real-world datasets. It covers the split-apply-combine process, method categorisation, and practical applications for effective data analysis.
The groupScatterPlot() function in the rnatoolbox package plots individual values from multiple groups alongside their means, useful for various data analyses, including gene expression.
US economic growth is expected to rise to 1.9% in Q2, an improvement from Q1’s 1.4%. Recession risk remains low, with estimates around 9% based on recent analytics.
Inflation fell to 3% without recession. Consumers remain relatively resilient despite rising interest rates, though some debt types, like credit cards and auto loans, show increasing delinquencies.
The Fed is likely not to cut rates in September, anticipating two cuts in November and December instead, citing data dependency, synthetic cuts, and election politicisation as reasons.
Small-cap stocks have recently outperformed large-caps, leading to significant inflows into small-cap ETFs. Spot ether ETFs were approved rapidly, capitalising on changing regulatory attitudes towards cryptocurrencies.
Since Biden took office, the S&P 500 has risen 48%. His administration experienced two bull markets and one bear market, trailing both Trump and Obama’s stock market performances.
Tom Lee predicts IWM will reach 300. This speculation raises interesting possibilities for small-cap growth. Full details are exclusive to paid subscribers on a specific platform.
Rate cuts may benefit small-cap quality stocks, particularly through the ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM), which focuses on dividends and shows strong performance compared to benchmarks.
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---title: "Daily Financial Insights 24.07.2024: US Economic Growth, ETF Trends, Small-Cap Outperformance, & Inflation Eases"page-layout: fulltitle-block-banner: truedate: 07-24-2024categories: [coding,economics,fundamental,quant]tags: [pandas, groupby, economy, inflation, rates, stocks, etfs, growth, credit, analysis]image: /pictures/news-concept-with-newspapers-2023-11-27-05-32-59-utc.png---::: {layout-ncol=2}:::{#first-column}In today’s curation, we explore a range of topics relevant to quantitative finance and market insights:- GroupBy operations in pandas for data analysis- rnatoolbox for plotting group data- US economic growth and inflation trends- Fed rate prediction and implications for small-cap stocks- Performance of small-cap ETFs and investor sentiment - Market performance under the Biden administrationPlease find further details in the table below.::::::{#second-column}::::::# Coding| Title | Summary ||-----|-----------|| [Unlocking Data Insights: Master pandas GroupBy Techniques with Real-World Examples (pandas documentation, 2024-07-23)](https://realpython.com/courses/pandas-groupby-real-world-data/) | This course teaches pandas GroupBy operations using real-world datasets. It covers the split-apply-combine process, method categorisation, and practical applications for effective data analysis. || [Visualize Data with Ease Using Group Scatter Plots in R (gacatag, 2024-07-23)](https://www.r-bloggers.com/2024/07/plotting-individual-values-within-multiple-groups-together-with-their-means/) | The `groupScatterPlot()` function in the rnatoolbox package plots individual values from multiple groups alongside their means, useful for various data analyses, including gene expression. |# Economics| Title | Summary ||-----|-----------|| [US Economy Shows Resilience: Q2 Growth Set for Improvement, Recession Risk Remains Low (CapitalSpectator.com, 2024-07-23)](https://www.capitalspectator.com/us-q2-gdp-growth-set-for-modest-pickup-in-thursdays-report/) | US economic growth is expected to rise to 1.9% in Q2, an improvement from Q1's 1.4%. Recession risk remains low, with estimates around 9% based on recent analytics. || [How Smart Financial Choices Mitigated Inflation Impact Without Triggering Recession (The name is not explicitly mentioned in the content provided, so I am unable to identify it., 2024-07-24)](https://awealthofcommonsense.com/2024/07/are-higher-rates-finally-starting-to-impact-consumer-finances/) | Inflation fell to 3% without recession. Consumers remain relatively resilient despite rising interest rates, though some debt types, like credit cards and auto loans, show increasing delinquencies. || [Why the Fed May Delay Rate Cuts: Data, Market Signals, and Election Timing (FactSet Insight, 2024-07-23)](https://insight.factset.com/the-fed-is-not-cutting-in-september) | The Fed is likely not to cut rates in September, anticipating two cuts in November and December instead, citing data dependency, synthetic cuts, and election politicisation as reasons. |# Fundamental Investing| Title | Summary ||-----|-----------|| [Unlocking Small-Cap Stock Potential and Ether ETF Strategies: Insights from Industry Experts (ETF Trends, 2024-07-23)](https://www.etftrends.com/etf-prime/crigger-small-cap-stocks-plus-spot-ether-etfs/) | Small-cap stocks have recently outperformed large-caps, leading to significant inflows into small-cap ETFs. Spot ether ETFs were approved rapidly, capitalising on changing regulatory attitudes towards cryptocurrencies. || [Assessing Biden's Stock Market Legacy: A Comparative Analysis with Past Presidents from Reagan to Trump (ValueWalk, 2024-07-23)](https://www.valuewalk.com/how-the-stock-market-has-fared-under-biden/) | Since Biden took office, the S&P 500 has risen 48%. His administration experienced two bull markets and one bear market, trailing both Trump and Obama's stock market performances. || [Forecasting the Small Cap Surge: Tom Lee's Bold Prediction on IWM Reaching 300 (Rotation Report, 2024-07-23)](https://rotationreport.substack.com/p/the-small-cap-snowball) | Tom Lee predicts IWM will reach 300. This speculation raises interesting possibilities for small-cap growth. Full details are exclusive to paid subscribers on a specific platform. |# Quantitative Investing| Title | Summary ||-----|-----------|| [Unlock High Returns: Quality Small Cap Stocks to Watch During Upcoming Rate Cuts (ETF Trends, 2024-07-24)](https://www.etftrends.com/etf-building-blocks-channel/investing-factor-key-rate-sensitive-small-caps/) | Rate cuts may benefit small-cap quality stocks, particularly through the ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM), which focuses on dividends and shows strong performance compared to benchmarks. |
