Bond Fund Flows (Last 4 Weeks) Bond funds keep drawing strong inflows as investors look for yield and stability in a world of moderating inflation and lingering uncertainty. Image: Deutsche Bank Asset Allocation

Annual Real S&P 500 Index and 3-Year Average Annual Return The S&P 500 sits about 18% above its three‑year average, a strong run by any measure, but past rallies this sharp rarely come without some turbulence…

January Barometer and S&P 500 Index Return Rest of Year When U.S. stocks end January in the green, momentum usually keeps rolling. Historically, a positive January has been followed by above-average returns 87% of the…

S&P 500 Buybacks S&P 500 buybacks have lost some steam lately, but most analysts view it as a short breather following record highs, not a sign that corporate cash is drying up. Image: Deutsche Bank…

S&P 500 Market Cap vs. Equal Weighted Returns A wave of sector rotation has lifted the S&P 500 equal-weighted index to record highs, tightening its gap with the market-cap gauge as investors pull back from…

S&P 500 Performance Around First Fed Rate Cut When the economy stays firm, Fed rate cuts have a history of boosting stocks and the S&P 500’s current run is no exception. Image: TS Lombard

Small Cap Equity Positioning Investor appetite for small-caps stays strong in early 2026, while positioning at the 63rd percentile leaves space for further upside. Image: Deutsche Bank Asset Allocation

S&P 500 Total Returns After Crossing Into the 9th and 10th Deciles of Valuation U.S. equities have a history of pushing higher despite lofty valuations. While nervous talk of a tech bubble persists, analysts point…

S&P 500 Shiller CAPE vs. Subsequent Calendar-Year Total Return In the short run, the Shiller CAPE ratio often gets lost in the market’s noise. Over five to ten years, however, its warning grows clearer: the…

S&P 500 Index Average Intra-Year Drawdown During Midterm Elections Midterm years often shake confidence on Wall Street. The S&P 500 usually slides 18% on average at some point during the year, but those downturns tend…

Fed Funds Rate and Fed Funds Futures Lower tariff rates and a dovish shift at the Fed could set the stage for rate cuts below 3.5% by year‑end, assuming inflation keeps drifting toward target and…