2025 Projected U.S. Federal Spending While the idea of cutting $2 trillion from U.S. federal spending is appealing in theory, the practical challenges and political realities make it a daunting task. Image: Morgan Stanley Wealth…

U.S. 10Y-2Y Yield Curve Slope The U.S. 2s10s yield curve has inverted again, reflecting investor sentiment and expectations about future economic conditions. Image: The Daily Shot

ISABELNET Cartoon of the Day With the S&P 500’s 2024 performance, bears are now extinct in Wall Street – the only place you’ll find them is in the zoo, wondering what went wrong. Have a…

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:…

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