S&P 500 Earnings Estimates Morgan Stanley forecasts S&P 500 EPS to hit $269 in 2025 and $297 in 2026, reflecting a positive outlook on profitability and growth. Image: Morgan Stanley Wealth Management

S&P 500 Annualized Return per Day In 2024, U.S. stocks have shown strong performance on Thursdays and Fridays. The robust gains of the S&P 500 on Fridays reflect investor optimism and confidence in holding positions…

U.S. Households Aggregate Financial Asset Allocation High U.S. household equity allocation has historically preceded lower market returns, indicating that current trends could signal risks for future investors. Image: Goldman Sachs Global Investment Research

Different Market Sentiment Indicators Most market sentiment indicators reflect a willingness to take on risk, suggesting an optimistic outlook for the market. Image: Goldman Sachs Global Investment Research

China Equity Flows China equity funds have experienced record inflows, fueled by robust investor optimism primarily due to government economic stimulus measures. Image: BofA Global Investment Strategy

Flows to Japan Equities While Japanese equities have faced significant outflows recently due to shifting investor sentiment, underlying structural reforms and an evolving economic landscape may provide opportunities for recovery in the future. Image: BofA…

Fear & Greed Index – Investor Sentiment Currently sitting at 74, the Fear & Greed Index reflects a robust sense of greed in the U.S. stock market, signaling that investors are feeling optimistic. Image: Cable…

U.S. Core CPI Inflation In September, U.S. core CPI inflation showed a modest increase of 0.312% month-over-month, indicating that inflation pressures are not significantly escalating. Image: Nomura

China GDP Growth Consensus Estimates GDP upgrades are likely to spur interest in China’s markets, encouraging asset allocation towards sectors that align with the country’s economic transformation. Image: BofA Global Investment Strategy

Market-Implied Probability of a Recession Starting Within 1 Year and Market-Implied Probability of Being in a Recession The current market-implied probability of a U.S. recession occurring within the next 12 months stands at 35%, which…