Net Bullish Sentiment vs. S&P 500 Index Net bullish sentiment remains elevated. While the prevailing sentiment is positive, it is accompanied by warnings about the sustainability of such optimism and the need for careful risk…
S&P 500 Various Declines per Year In financial markets, navigating volatility is essential for investors. Understanding and managing this volatility effectively is key to achieving favorable returns. Image: Carson Investment Research
S&P 500 and Chicago Fed National Financial Conditions Index Should investors stay optimistic? The rise in the Chicago Fed Financial Conditions Index is seen as a bullish signal for the S&P 500, suggesting potential for…
All Money Market Funds Total Net Assets Investors currently hold $6.154 trillion in money market funds, which is being interpreted as a contrarian bullish signal for the stock market. Image: BofA Global Research
S&P 500 Index and Earnings per Share Corporate earnings are the cornerstone of equity prices. Deutsche Bank’s positive forecast for the S&P 500 index reflects a general belief in the strength of these earnings. Image:…
Equity Positioning Across Sectors Deutche Bank sees a rotation in positioning into sectors outside of mega cap growth and tech, aligning with increasing investor sentiment to diversify holdings. Image: Deutsche Bank Asset Allocation
FMS Investors – Biggest “Tail Risk” FMS investors view geopolitical conflict as the biggest “tail risk” for the global economy, given their concern about its potential adverse impact on financial markets and investments. Image: BofA…
Ranked Cross Asset Returns by Year Exhibiting exceptional resilience, gold has emerged as the standout performer of 2024, at least for the time being. Image: BofA Global Investment Strategy Click the Image to Enlarge
S&P 500 Quarterly EPS Consensus anticipates a significant increase in S&P 500 EPS growth, projecting a robust 15% acceleration from the first to the fourth quarter of 2024. Image: J.P. Morgan
Global Composite PMI and EPS Growth The Global Composite PMI serves as a leading indicator for EPS growth, with its trends providing insights into future corporate earnings performance. Image: J.P. Morgan