ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day As the Fed leaves rates unchanged and tariff concerns persist, bulls are navigating markets like a plane battling turbulent skies—holding firm and hoping for a break in the storm! Have…

Tariffs Impact on YoY U.S. GDP Growth

Tariffs Impact on YoY U.S. GDP Growth Goldman Sachs forecasts that tariffs will reduce U.S. GDP growth by approximately 0.8 percentage points over the next year, with tax cuts and regulatory easing only offsetting 0.1…

S&P 500 Quarterly EPS

S&P 500 Quarterly EPS Consensus earnings estimates have been reduced more than usual for first quarters, primarily due to the direct impacts of a stronger dollar and tariffs, rather than a broad economic slowdown. Image:…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Wall Street bears think every bull market is just smoke and mirrors. And when the crash finally hits, they love to say, “We told you so!” Happy “Hump” Day, Everyone!…

U.S. Economic Surprise Index

U.S. Economic Surprise Index A declining U.S. Economic Surprise Index, caused by economic data consistently underperforming expectations, can negatively impact equity performance. Image: Deutsche Bank Asset Allocation

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Bears are preparing for the apocalypse, while bulls are partying like it’s 1999, convinced the U.S. economy is recession-proof—until it isn’t! Have a Great Day, Everyone! 😎

Gold Adjusted for Inflation

Gold Adjusted for Inflation Despite gold’s recent rally to $3,000 per ounce in 2025, which happened more quickly than most analysts anticipated, it remains significantly below its all-time inflation-adjusted peak of approximately $3,800 per ounce,…

SPDR S&P 500 ETF Trust Three-Month 90/110 Implied Volatility

SPDR S&P 500 ETF Trust Three-Month 90/110 Implied Volatility Signs of stability are emerging in the S&P 500 Index after the sharp correction, as traders abandon bets on further significant declines, reflecting growing confidence in…