S&P 500 Returns After Down >15% YTD and Comes Back to Up Double Digits Momentum is with the bulls. Each time the S&P 500 has sunk more than 15% and then closed the year with…

Price of Gold Forecast Analyst forecasts for gold at the end of 2026 cluster near record highs, with most expecting bullion to gain about 7%. A slower climb than last year’s rally and with forecasts…

Insider Transactions Ratio Insider buying is still matching selling, keeping the Insider Transactions Ratio stuck in neutral. Image: Barron’s

U.S. Financial Conditions Index and SLOOS With financial conditions easing and banks pulling back on loan tightening, the U.S. economy looks poised for stronger investment, hiring, and growth. But those tailwinds could reignite inflation if demand…

S&P 500 Performance In January If a strong year for U.S. stocks ends without a December lift, January rarely follows a clear script. Image: Bloomberg

Returns for Major Global Financial Assets Silver’s rally in 2025 left global assets in the dust, earning it the crown as the year’s best-performing asset. Image: Deutsche Bank

S&P 500 and Combination of Forward PE, VIX, Bullish Sentiment The Euphoriameter, a composite of forward P/E, the VIX, and bullish sentiment, has cooled from a year ago but is still sitting close to the…

10-Year U.S. Treasury Yield U.S. Treasuries ended a stellar 2025, but few expect a repeat this year. Lower rates may offer some support, but heavy debt issuance, sticky inflation, and ongoing fiscal spending could keep…

U.S. Recession Probability U.S. recession risk over the next 12 months is meaningfully above “business as usual,” but not at levels typically seen right on the eve of a downturn. Image: Deutsche Bank Research

Markets – Cumulative S&P 500 Growth vs. Cumulative Real GDP Growth vs. Cumulative S&P Sales Growth After years of Fed support, investors have been trained to buy every dip, a habit that has left U.S.…

Pullbacks and Returns a Year Off the Lows for the S&P 500 Index Based on the 4-Year Presidential Cycle Midterm election years are rarely smooth sailing for U.S. stocks. Since 1950, the S&P 500 has…