Fed Funds Rate – 2026 Year-End Rate Levels Expectations Deutsche Bank’s latest poll of 40 global market participants shows expectations for the fed funds rate at end-2026 anchored near 3.2%, regardless of whether Powell keeps…
Cyclicals vs. Defensives – 12-Month Forward P/E Premium Cyclical stocks are leading the way in 2025, leaving defensives behind as optimism returns to markets. In the U.S., that surge has lifted cyclicals to a valuation…
Wealth and Spending by Income Quintile in the U.S. The middle 60% of Americans control just 26% of the nation’s wealth but account for more than half of all spending. Whether they can keep it…
S&P 500 2026 Target Oppenheimer Asset Management expects the S&P 500 to surge 18% next year, lifting the index to 8,100 by end-2026 as solid growth, resilient earnings, and looser monetary policy keep the rally…
S&P 500 2026 Price Target Major banks see the S&P 500 averaging 7,500 by the end of 2026, roughly 10% above current levels. Deutsche Bank is the most bullish, calling for 8,000 as earnings broaden…
S&P 500 vs. Bitcoin Bitcoin usually tracks risk assets like equities, but in 2025 it broke away from the U.S. stock rally, surprising traders who expected a lift from President Donald Trump’s pro‑crypto stance and…
ISM Composite Index vs. Recessions The economically weighted ISM composite paints a picture of moderation. Growth has cooled, not cracked. Image: Real Investment Advice
The Largest Cumulative Losses Before Young/Start-Up Companies Turned a Profit As OpenAI’s revenue rises, the question looms: can it reach profitability by 2029 while spending so heavily to fuel the AI race? Image: Deutsche Bank
U.S. Valuations: PE10 Ratio The PE10 ratio points to U.S. mid- and small-cap stocks as a valuation sweet spot and potentially poised for better future returns than large caps. Image: Topdown Charts
U.S. Treasury Index – Annual Return U.S. Treasuries are on track for their strongest annual performance since 2020, lifted by Fed rate cuts and a cooling labor market that is fueling bets on more monetary…
Real S&P 500 Index The current market cycle still feels incomplete. After strong rallies, markets often retreat to test previous highs. That pullback, though painful, often clears the air and sets up the next move…