S&P 500 Index and Moving Average Crossover Signal Using moving average crossovers-particularly on a weekly basis-can be a valuable tool for investors looking to manage risk in their equity portfolios. Image: Real Investment Advice
Discretionary vs. Systematic Equity Positioning The recent jump in discretionary investor positioning back to overweight marks a meaningful shift in sentiment, as active managers boost their equity exposure following a period of caution. Image: Deutsche…
Truck Tonnage vs. S&P 500 Index The Truck Tonnage Index decreased by 0.3% in April. Trucks represent 72.7% of U.S. freight and serve as a barometer of the U.S. economy. This chart shows that, historically,…
Equity Market Concentration – Market Capitalization of 10 Largest Companies as Share of S&P 500 Total Persistent concerns remain about excessive concentration, as the top 10 stocks in the S&P 500 account for a much…
Valuation – S&P 500 NTM P/E Investors continue to assign a higher earnings multiple to the S&P 500 market cap-weighted index than to its equal-weight counterpart, reflecting a clear preference for the growth prospects and…
Valuation – 12-Month Forward P/E Ranges (MSCI Regions) The S&P 500 remains well above its 20-year historical median valuation—a trend that has continued despite recent market volatility and may signal an increased risk of lower…
New York Fed GDP Nowcast The New York Fed’s Q2 2025 GDP Nowcast has been revised downward to 2.35%, down from 2.42% the previous week. Image: Federal Reserve Bank of New York Click the Image…
Valuation – Magnificent Seven Forward P/E The Magnificent 7 stocks still trade at a premium over the rest of the S&P 500, but that premium has narrowed sharply in 2025 due to underperformance, slower earnings…
Cumulative Change in Consensus Earnings Estimates Despite a projected slowdown in earnings growth for the Magnificent 7 in 2025, analysts remain broadly optimistic about their continued market leadership. Image: Goldman Sachs Global Investment Research
Performance – S&P 500 Relative to Rest of the World While U.S. stocks outperformed international markets for more than a decade, 2025 has seen a reversal, with American equities lagging behind most global peers—even after…
U.S. Stock Market Bull and Bear Indicator Using multiple financial data, this great model helps investors navigate through different market conditions. It suggests whether the U.S. stock market tendency is bullish, bearish or neutral. It…