Gold Price Forecast

Gold Price Forecast Gold could glitter brighter in the years ahead, with Yardeni Research projecting a run to $6,000 by 2026 and $10,000 by 2030 on the back of deep fiscal deficits, money-printing excess, and…

Russell 2000 Annual EPS Growth

Russell 2000 Annual EPS Growth Analysts are betting big on 2026, forecasting a 60% surge in U.S. small-cap earnings, fueled by Fed easing, deregulation, and fiscal tailwinds. Image: Goldman Sachs Global Investment Research

Contribution to Annual S&P 500 Price Return

Contribution to Annual S&P 500 Price Return In 2025, the S&P 500’s gains have come from earnings growth, not rising valuations. That’s a shift from 2023 and 2024, when richer multiples did most of the…

Performance – Equities, Bonds and Commodities

Performance – Equities, Bonds and Commodities Equities have held up with surprising strength in 2025, buoyed by solid earnings, rapid AI growth, and easy monetary policy, leaving bonds and commodities trailing behind. Image: Goldman Sachs…

Decomposition of YTD Return in USD

Decomposition of YTD Return in USD Global diversification paid off in 2025 as most major non‑U.S. markets outperformed U.S. equities. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Bears are wishing for gold this Christmas, chasing safety and inflation hedges, but bulls want just one thing under the tree: more stocks. Happy Holidays and Merry Christmas! 🎅🎄

The Santa Claus Rally – S&P 500 Index Returns

The Santa Claus Rally – S&P 500 Index Returns A festive Santa Claus rally has often paved the way for a strong January and solid year ahead, leaving investors feeling like kids on Christmas Day!…

Valuation – S&P 500 Index Long-Term P/E Ratio

Valuation – S&P 500 Index Long-Term P/E Ratio The S&P 500’s long-term P/E ratio has surged to record highs, leaving investors with little buffer against bad news and making the market more vulnerable to economic…

Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth

Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth Momentum looks set to build for the U.S. economy in 2026, driven by fading tariffs, fresh tax cuts, and easier financial conditions. Still, inflation remains the wildcard that…

U.S. Household Wealth

U.S. Household Wealth Stock market gains over the past six years have boosted U.S. household wealth and powered consumer spending, while also heightening vulnerability if markets fall. Image: Deutsche Bank

S&P 500 Returns During The Santa Claus Rally

S&P 500 Returns During The Santa Claus Rally The Santa Claus Rally is the market’s year-end sweet spot, with U.S. stocks historically rising over the last five trading days of December and the first two…