Insider Transactions Ratio The Insider Transactions Ratio now sits in neutral territory, signaling equilibrium between insider buying and selling. Image: Barron’s

S&P 500 Weekly Announced Buybacks U.S. companies are announcing share buybacks at a robust pace this earnings season, highlighting their confidence in financial strength and dedication to enhancing shareholder value. Image: Deutsche Bank Asset Allocation

Discretionary vs. Systematic Equity Positioning While discretionary investors have raised their risk exposure after the 90-day reprieve on reciprocal tariffs, systematic strategies have maintained low positioning due to persistently elevated volatility. Image: Deutsche Bank Asset…

ISABELNET Cartoon of the Day With the S&P 500 jumping 4.59% last week, bulls are celebrating like they just hit the jackpot, while bears are trying to find their lost optimism! Have a Great Week,…

Crypto Fund Flows Crypto funds have seen a sharp rise in inflows, signaling growing investor optimism in the crypto market. Image: Deutsche Bank Asset Allocation

GS U.S. Financial Conditions Index Despite ongoing tariff uncertainties, recent U.S. financial conditions are showing some signs of easing, which could help create a more favorable environment for economic growth. Image: Goldman Sachs Global Investment…

Valuation – Forward 12-Month P/E for S&P 500 With a forward P/E ratio of 20, the S&P 500 is trading above its long-term historical average. As a result, current valuations are elevated rather than historically…

S&P 500 Performance After >70% Advancers Three Days in a Row on the NYSE Historically, three consecutive days with over 70% NYSE advancers signal strong bullish momentum. Since 1950, the S&P 500 has delivered positive…

Consolidated Equity Positioning Given that consolidated equity positioning is at the 11th percentile, there could be significant upside potential if trade tensions ease. Image: Deutsche Bank Asset Allocation

U.S. Equity Index P/E Valuations vs. History The S&P 500’s forward P/E ratio of 20x exceeds its long-term average, underscoring that current valuations remain elevated by historical standards. Image: Goldman Sachs Global Investment Research

S&P 500 2025 EPS Estimate After Tariff Impact Deutsche Bank slashed its 2025 S&P 500 EPS estimate to $240 (from $282) due to tariffs’ outsized burden on U.S. companies. The S&P 500 index could rally…