Investor Sentiment – U.S. Market Greed/Fear Index The Greed and Fear Index stands at 74.56, edging close to extreme greed. After such a strong rally, some consolidation would not be surprising, with sentiment running hot.…
S&P 500 – The 1980 – 2000 Secular Bull Market Versus The Current One The S&P 500 has been climbing for years, but longevity alone does not signal the finish. The prior secular bull market…
Consolidated Equity Positioning Consolidated equity positioning has risen to the 53rd percentile, entering modest overweight territory while leaving room for further upside. The backdrop remains constructive. Image: Deutsche Bank Asset Allocation
Sentiment Indicator and Stock Positioning At 1.5, Goldman Sachs’ U.S. Equity Sentiment Indicator points to stretched positioning, with investors showing elevated optimism and a growing dose of complacency. Image: Goldman Sachs Global Investment Research
S&P 500 Performance Since Start of the Year AI is no longer just a buzzword lifting mega-cap names, it is actively driving earnings growth and boosting productivity across corporate America. Since the start of the…
S&P 500 Weekly Announced Buybacks U.S. companies are stepping up share buyback announcements, a sign of balance sheet strength that returns cash to shareholders and helps support stock prices. For investors, that’s a constructive signal.…
U.S. Equity Index P/E Valuations vs. History The market’s appetite for growth is still running hot. The Nasdaq 100 trades at 26 times forward earnings, the Russell 2000 at 25, and the S&P 500 at…
U.S. Tech Sector Share Buyback Announcements There’s no sign of a pause in U.S. tech buybacks, as strong earnings keep the pipeline active. That’s a tailwind for shareholders, and as long as profits hold up,…
Consensus EPS Growth Estimates The Middle East conflict has done little to shake Wall Street’s optimism. S&P 500 earnings are projected to rise 19% in 2026 and 16% in 2027, while small caps could deliver…
S&P 500 Price Target for 2026 Goldman Sachs is sticking to its bullish call, backed by a solid earnings outlook, and sees the S&P 500 climbing 12% to 7,600 this year, despite likely volatility along…
S&P 500 Forward Earnings Estimates The 2026 earnings outlook is gaining momentum, with consensus full-year growth at 18% and the S&P 500 bottom-up target climbing to around 7,350. Image: Real Investment Advice