S&P 500 Year-End Return After Rising Over 20% Year-to-Date Historically, after the S&P 500 has risen more than 20%, the average return from now until December 31 tends to be modest, averaging around 1% since…

U.S. Equity Index Option Volume As Trump prepares for his second term, the combination of his policy direction and the prevailing market conditions is poised to boost the options market, particularly among retail investors. Image:…

Markets – Cumulative S&P 500 Growth vs. Cumulative Real GDP Growth vs. Cumulative S&P Sales Growth The growing disconnect between the U.S. stock market and real economy raises concerns about economic inequality, financial stability, policy…

U.S. GDP Growth Goldman Sachs expresses optimism regarding the resilience of the U.S. economy, forecasting a more favorable GDP growth outlook for 2025 than current consensus estimates. Image: Goldman Sachs Global Investment Research

Valuation Metrics While valuations in the U.S. equity market are undoubtedly high, they are not infallible predictors of market performance, especially in the short term. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day While bears are desperate, bulls are on cloud nine as recent economic indicators point to a potential “no landing” for the U.S. economy, defying expectations of a “soft landing.” Happy…

Flows into Money Market Funds Investor interest in U.S. government money market funds continues to be strong, driven by their current attractive yields, high level of safety and liquidity. Image: Goldman Sachs Global Investment Research

Consumer Confidence Composite and S&P 500 While the U.S. stock market has experienced a remarkable rally, consumer confidence has waned since 2019, underscoring a disconnect between financial market performance and broader economic sentiment. Image: Real…

Cumulative Equity Flows U.S. equity inflows, already robust over the past year, have shown notable acceleration in recent weeks, suggesting a favorable environment for further market growth. Image: Deutsche Bank Asset Allocation

ISABELNET Cartoon of the Day Holding a long position in the S&P 500 throughout 2024 has been remarkably profitable so far, generating a total return of 26% including dividends. Have a Great Day, Everyone! 😎

Proportion of Companies Beating Earnings Estimates In Q3 2024, the proportion of U.S. corporate earnings exceeding expectations reached 77%, while in Europe, it was 62%, both surpassing their historical median levels. In contrast, the proportion…