Global Equities Around Fed Cut With And Without Recession

Global Equities Around Fed Cut With And Without Recession Strong performance in global equities is common after the Fed’s initial rate cut, particularly when the economy remains recession-free for the subsequent 12 months. Image: Goldman…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day The Panama Canal is not for sale. Trying to buy it? That’s a canal-tastrophic idea! Have a Great Day, Everyone! 😎

Magnificent Seven’s YoY Earnings Growth

Magnificent Seven’s YoY Earnings Growth The Magnificent Seven’s earnings growth is slowing, while emerging technologies like DeepSeek underscore the importance of diversifying beyond these tech giants. Image: Bloomberg

CEO Confidence vs. S&P 500 Annual % Change

CEO Confidence vs. S&P 500 Annual % Change Strong CEO confidence typically bodes well for U.S. stocks, as there’s a correlation between executive optimism and annual market performance. Image: Real Investment Advice

DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value

DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value Over the past two years, U.S. growth stocks—known for their sensitivity to currency fluctuations—have exhibited a strong correlation with the U.S. dollar. Image: Gavekal,…

Fed Funds Rate

Fed Funds Rate Goldman Sachs expects the Fed to implement two 25 basis point rate cuts in 2025, with an additional cut projected for 2026. How will the Fed navigate potential increases in trade tariffs…

S&P 500 Performance by January Return

S&P 500 Performance by January Return Bulls have reason to smile: Since 1950, when January has shown positive returns, the S&P 500 has ended the year positively 89% of the time, with an average annual…