Atlanta Fed GDPNow U.S. Real GDP Estimate Estimates from the Atlanta Fed’s GDPNow point to 3.9% annualized GDP growth in Q3 2025, a reminder that the U.S. economy isn’t cooling just yet. Image: Federal Reserve…
Magnificent Seven Returns With one sector and seven giants driving the world’s biggest stock market, volatility isn’t going anywhere. Investors should brace for more swings in 2026. Image: Deutsche Bank
S&P 500 Index Returns – Zweig Breadth Thrust Signals Since WWII The Zweig Breadth Thrust that flashed in late April 2025 drew plenty of doubters. Six months later, the S&P 500 has roared nearly 23%…
Deviation of Earnings Above-Below Long Term Growth Trend vs. Valuations Whenever earnings detach from their long-term growth trend, markets usually follow with painful corrections. The current gap hints that risk is quietly building beneath the…
S&P 500 Performance per Year of a 4-Year Presidential Cycle Midterm years usually test investors’ nerves, but history leans in favor of the bulls: U.S. stocks typically outperform in a President’s second term, averaging an…
Sector ETF Flows ETF flows held strong as 2025 progressed, with another solid week for equity funds, while investors kept rotating from Financials to Healthcare. Image: Strategas Asset Management
S&P 500 – 1997-2001 vs. Mid 2023-2025 Analog The S&P 500’s mid-2023 to 2025 bull market echoes the late-1990s dot-com meltup in both momentum and mood. For now, the trend remains intact, even as pockets…
S&P 500 Index Returns in November U.S. stocks bottomed on November 20, snapping back over the next three sessions. Late‑month trading in November tends to brighten sentiment and put fresh wind behind the market’s sails.…
Bear Market – Number of S&P 500 Stocks Down 20% or More More than a third of S&P 500 stocks are down 20% or more, even as the index holds up. It’s a reminder that…
U.S. Corporate Profits as Percent of GDP Corporate America’s profit share remains elevated in 2025, a sign that the pandemic-era surge in profitability has proven surprisingly durable. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day This Thanksgiving, markets have one more reason to give thanks. The S&P 500 edges near all-time highs, turning the holiday into a feast of bullish fervor that even the turkey…