Bloomberg Dollar Spot Index

Bloomberg Dollar Spot Index The U.S. dollar’s slump reflects deepening investor worries about U.S. trade and fiscal policies, with the outlook remaining uncertain as markets await further developments in tariff negotiations and fiscal management. Image:…

S&P 500 3-Month Realized Average Stock Correlation

S&P 500 3-Month Realized Average Stock Correlation U.S. stock correlations have recently surged to their highest levels since late 2022, indicating that stocks are moving more in tandem than usual—a trend that typically emerges during…

Central Bank and Institutional Demand for Gold

Central Bank and Institutional Demand for Gold Goldman Sachs expects ongoing strong demand from central banks—especially those in emerging markets—to continue boosting gold prices through 2025. Central bank gold purchases have risen fivefold since 2022.…

Bitcoin-Nasdaq 100 30-Day Correlation

Bitcoin-Nasdaq 100 30-Day Correlation Correlation between Bitcoin and the Nasdaq 100 has climbed to multi-year highs recently. Yet, as macroeconomic factors change and Bitcoin develops as an asset class, this correlation with traditional equities may…

S&P 500 Target for 2025

S&P 500 Target for 2025 In the coming months, robust earnings, a weaker dollar, anticipated Fed rate cuts, and easing recession fears are expected to make U.S. equities a key driver of the global equity…

S&P 500 Earnings and Estimates

S&P 500 Earnings and Estimates As the U.S. economy shows clear signs of slowing, and with persistent trade and policy headwinds alongside elevated equity valuations, S&P 500 earnings estimates may still have further to fall.…