Valuation – Shiller P/E and U.S. 10-Year Yield Sure, U.S. equities are expensive, but inflation and debt worries make bonds no easy refuge either. The smart move now? Stay selective, not scared. Image: Goldman Sachs…
Returns – Average Year for the S&P 500 October 27 has a curious pull on markets — a date when U.S. stocks often find a floor before seasonal inflows spark a late‑year surge. Image: Carson…
Median Global Real Return in USD by Asset Class While the 60/40 portfolio can’t match stocks in full bull mode, its long-run performance comes surprisingly close — a reminder that bonds still ground both risk…
CTAs Exposure to Equities Over the past four weeks, CTAs have tactically reduced equity exposure — down from the 90th to 75th percentile — cashing in gains across markets. Even so, they’re still notably long,…
Equity Allocation as % of Household Financial Assets Equities dominate household portfolios in the U.S., Australia, and Sweden, but caution still rules in Europe and Japan, where cash and liquid assets remain king. Image: Goldman…
S&P 500 – Margin Debt Expansion vs. Contraction Margin debt is soaring to levels that make some investors uneasy, flirting with the “danger zone.” For now, momentum still points higher—but a reversal would be the…
S&P 500 Index and Deviation from 40-Week Moving Average The further the S&P 500 drifts from its 40-week moving average, the harder the reversion’s likely to be. It’s not a bear market call — just…
S&P 500 Index – Seasonal 3-Month Forward Return Historically, this is go-time for the S&P 500. If past trends hold, the next three months could deliver some of the index’s strongest cumulative gains. Image: Renaissance…
Buyback Aristocrats vs. Dividend Aristocrats Fueled by growth momentum and turbo‑charged buybacks, Buyback Aristocrats have left Dividend Aristocrats in the dust, as investors chase upside over income stability. Image: Goldman Sachs Global Investment Research
Monthly Foreign Net Purchases of Long-Term U.S. Securities Record foreign holdings of U.S. assets in 2025 point to lasting investor confidence, even in the face of global economic and geopolitical risks. Image: Bloomberg
S&P 500 CAPE Ratio vs. U.S. Households Holding of Equities % Total Financial Assets U.S. households have never been this deep in equities. It’s a sign of booming wealth and market faith — but also…