Equity Allocation as % of Household Financial Assets Equities dominate household portfolios in the U.S., Australia, and Sweden, but caution still rules in Europe and Japan, where cash and liquid assets remain king. Image: Goldman…
Atlanta Fed GDPNow U.S. Real GDP Estimate Fresh estimates from the Atlanta Fed’s GDPNow model point to a 3.9% annualized GDP gain for Q3 2025 — a sign the U.S. expansion is holding its ground.…
Insider Transactions Ratio With the Insider Transactions Ratio tilting slightly bearish, corporate insiders aren’t exactly rushing to buy. Image: Barron’s
S&P 500 – Margin Debt Expansion vs. Contraction Margin debt is soaring to levels that make some investors uneasy, flirting with the “danger zone.” For now, momentum still points higher—but a reversal would be the…
Median S&P 500 Stock Short Interest as % of Market Capitalization Short interest in the S&P 500 remains elevated. Risk appetite is holding up, but investors are keeping their guard up—using shorts more as a…
AAII Sentiment Survey The modestly negative AAII bull‑bear spread isn’t euphoria—it’s hesitation. Markets have tended to bounce from that mood, not break down. Image: The Daily Chartbook
S&P 500 Index and Deviation from 40-Week Moving Average The further the S&P 500 drifts from its 40-week moving average, the harder the reversion’s likely to be. It’s not a bear market call — just…
Seasonality – S&P 500 Index Average Monthly Returns While bears freeze, U.S. stocks are on fire in November — the strongest month since 1950, the best in ten years, the second best over the past…
S&P 500 Index – Seasonal 3-Month Forward Return Historically, this is go-time for the S&P 500. If past trends hold, the next three months could deliver some of the index’s strongest cumulative gains. Image: Renaissance…
Buyback Aristocrats vs. Dividend Aristocrats Fueled by growth momentum and turbo‑charged buybacks, Buyback Aristocrats have left Dividend Aristocrats in the dust, as investors chase upside over income stability. Image: Goldman Sachs Global Investment Research
Monthly Foreign Net Purchases of Long-Term U.S. Securities Record foreign holdings of U.S. assets in 2025 point to lasting investor confidence, even in the face of global economic and geopolitical risks. Image: Bloomberg