Global Fund Flows Cash, equity, and bond funds globally are experiencing significant inflows, indicating a growing confidence in diversified asset allocation strategies. Image: Goldman Sachs Global Investment Research

Percentage of Companies Beating Earnings Estimates by Quarter S&P 500 companies are experiencing a notable decline in their earnings performance, with the rate of companies beating earnings estimates at its lowest in nearly two years.…

S&P 500 EPS Estimates ex-Tech and Communications The S&P 500’s earnings growth is heavily dependent on the technology sector, highlighting the crucial role that tech companies play in driving overall corporate profits in the United…

U.S. Federal Debt Growth and Gold Price While the increase in U.S. federal debt has traditionally correlated with higher gold prices, multiple other factors significantly influence gold’s market value. Image: Deutsche Bank

Average Year for the S&P 500 during an Election Year This election year appears to be among the strongest for the S&P 500 so far. Historically, the S&P 500 tends to experience a period of…

S&P 500 Performance the Year After a Negative Midterm Year Given that U.S. stocks have consistently performed well in pre-election and election years following a negative midterm year since 1950, investors may have reason to…

U.S. Bond Yields The era of ultra-low interest rates that followed the 2008 financial crisis should be seen as a historical anomaly. It is unlikely that U.S. bond yields will return to their post-crisis lows.…

U.S. Budget Deficit While higher deficits can provide short-term economic stimulus and potentially extend business cycles, they also pose risks to long-term economic stability. Image: Deutsche Bank

S&P 500 Stocks – Earnings Day Moves Last quarter set a 15-year record for earnings day volatility, with 12% of S&P 500 stocks experiencing price movements greater than 10%. Image: Goldman Sachs Global Investment Research

U.S. Stocks – Cyclicals vs. Defensives Investor sentiment is often reflected in the performance of cyclicals versus defensives. Typically, expectations of economic growth lead to a preference for cyclicals, resulting in their outperformance relative to…

Recession – NFIB Sales Expectations Optimism among U.S. small business owners regarding future sales has significantly declined, with many anticipating a drop in revenues over the coming months. Image: Real Investment Advice