ISABELNET Cartoon of the Day Bulls are as excited as a dog with a new bone, likely because they’ve just realized that the last two weeks of December are a jackpot for U.S. equities! Have…

S&P 500 Index Performance by Year of Decade Bulls are smiling again, as years ending in 5 have historically been the most favorable for the S&P 500 index, with gains occurring 92.3% of the time…

S&P 500 Performance for All Republican Terms In Republican presidential terms, the S&P 500 tends to perform worse in the second half of the first year than in the first half, as policy impacts and…

DM Economies Real GDP and Working Age Population CAGR The working-age population plays a pivotal role in driving economic growth and productivity. However, many developed nations face a projected decline in this demographic, potentially hindering…

Inflation – U.S. Core PCE and Forecasts U.S. core PCE inflation is expected to have decelerated significantly in November, reinforcing expectations that the Fed’s monetary policy is effectively controlling inflation. Image: Nomura

U.S. 10Y-3M Yield Curve For the first time since 2022, yields on U.S. 10-year Treasury notes have surpassed those of three-month bills, indicating a potentially positive outlook for U.S. stocks, particularly when a recession is…

S&P 500 Price Target Morgan Stanley’s bull case scenario predicts the S&P 500 could reach 7,400 by the end of 2025, representing significant gains from current levels. Image: Morgan Stanley Wealth Management

Instances S&P 500 Annual Return >=+20% for Two Consecutives Years The S&P 500 rarely experiences back-to-back annual returns of 20% or more, but when it does, the following year tends to see a strong first…

Spread of Nasdaq-100 Earnings Yield Over 10-Year U.S. Treasury Yield Investing in the Nasdaq 100 presents both opportunities and risks, particularly in the current economic climate characterized by high bond yields and stock market exuberance.…

One Year S&P 500 Returns Post the Election Date Since 1960, the S&P 500 has shown a tendency for positive returns in the year following U.S. elections—proving that while politicians may change, the stock market…

U.S. Consumers – Stock Prices and Income Expectations U.S. consumers are experiencing a notable rise in optimism regarding stock market returns for the next 12 months, but this may lead to disappointment as their outlook…