ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day While bears are crucial for balancing the market, let’s face it: they’re secretly green with envy when bulls are having all the fun during a rally! Happy Friday, Everyone! 😎

U.S. Equity Flows

U.S. Equity Flows The S&P 500’s correction has not only affected market performance but also altered individual investors’ behavior, with many refraining from “buying the dip” due to increased caution amid economic and market uncertainties.…

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