Investor Sentiment – U.S. Market Greed/Fear Index The Market Greed/Fear Index, currently at 78.67, indicates a significant level of market greed and optimism among investors. Image: Real Investment Advice
S&P 500 Returns After Higher 10 of 11 Months Since 1950, when the S&P 500 has been up 10 of the past 11 months using the first signal in a cluster, it has shown a…
Equal-Weight vs. Aggregate S&P 500 10-Year Trailing Relative Returns Current market conditions suggest that investors might benefit from considering an equal-weight strategy for the S&P 500, especially in light of the significant concentration observed in…
Distribution of 10-Year S&P 500 Annualized Returns Goldman Sachs projects a modest average annualized total return of 3% for the S&P 500 over the next decade, considerably below historical averages, reflecting concerns about high equity…
S&P 500 Quarterly EPS BofA forecasts a 13% YoY EPS growth for the S&P 500 in 2025, driven by improving corporate profits due to lower borrowing costs and sustained consumer spending, reflecting an optimistic economic…
GWIM 4-Week ETF Flows as % of AUM BofA’s private clients have been buying municipals, dividend, utilities ETFs, and selling energy, EM debt, low-vol ETFs over the past four weeks. Image: BofA Global Investment Strategy
S&P 500 EPS – Potential U.S. Tax Impact on Earnings Per Share Donald Trump’s plan to cut the U.S. corporate tax rate from 21% to 15% could significantly impact S&P 500 earnings per share, potentially…
Ranked Cross Asset Returns by Year Gold’s remarkable performance in 2024 is largely due to strong central bank purchases, its established reputation as a safe haven during uncertain times, and its effectiveness as an inflation…
IG Bond Flows Investment-grade corporate bond funds continue to attract investors, resulting in the biggest 5-week inflow. Image: BofA Global Investment Strategy
U.S. New Private Housing Units Authorized by Building Permits and Recessions In September, U.S. building permits declined to 1,428 million below expectations. Before recessions, building permits tend to peak and then decline. Image: Federal Reserve…