Median 2-Week S&P 500 Returns Since 1950, the first half of May has tended to be soft for the S&P 500, ranking as the fourth weakest stretch of the year. Think of it as a…

S&P 500 Performance After >5% YTD After April Since 1972, when the S&P 500 has been up more than 5% heading into May, it has ended the year higher 92% of the time, with a…

Sentiment Indicator and Stock Positioning At 1.7, Goldman Sachs’ U.S. Equity Sentiment Indicator looks stretched, a level that has historically been followed by an average -0.4% return in the S&P 500 over the following month.…

Equity Positioning Equity positioning sits at the 53rd percentile, tipping into modest overweight territory while keeping dry powder for further upside. The backdrop remains supportive. Image: Deutsche Bank Asset Allocation

S&P 500 Weekly Announced Buybacks Buyback announcements are surging across corporate America, signaling strong balance sheets and a growing appetite to deploy excess cash. That momentum is giving equities a boost and keeping sentiment firmly…

S&P 500 YoY EPS Growth Wall Street’s 2026 playbook is working so far, with first-quarter S&P 500 earnings on track for their fastest growth in five years. At last, the market has the profit momentum…

Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM Historically, May has been the month with the largest outflows from equity mutual funds and ETFs, hardly surprising given how…

Returns for Major Global Financial Assets April was a standout month for the S&P 500, which surged 10.5%, even as U.S. Treasuries came under pressure amid rising inflation concerns and fading hopes for Fed rate…

Net Foreign Purchases of Long-Term U.S. Securities Foreign appetite for U.S. securities is still going strong. For all the talk of a dollar exodus, the world’s money managers are behaving as if nothing has changed.…

S&P 500 Performance After April >5% Since 1950, a 5%+ April rally has set the tone: May has risen 90% of the time, and the rest of the year has posted a median return of…

S&P 500 Returns in April With a 10.4% gain, the S&P 500 just posted its second-strongest April since 1950, a powerful boost that often spills into the rest of the year, especially alongside new highs.…