Fed Funds Futures Markets are still pricing in Fed rate cuts for 2025, but expectations have been scaled back due to persistent inflation concerns. Image: Deutsche Bank

Market Sentiment Indicator Morgan Stanley’s market sentiment indicator has recently turned positive, signaling a shift towards a risk-on appetite after maintaining a neutral stance. Image: Morgan Stanley Research

Stocks – GRANOLAS vs. Magnificence Seven Driven by remarkable growth in the technology and AI sectors, the performance gap between the Magnificent Seven and the GRANOLAS has widened significantly since the start of 2024. Image:…

Two-Month Correlation Between Bloomberg U.S. Treasury Index and S&P 500 Index The current positive correlation between stocks and bonds emphasizes the need for investors to diversify beyond traditional assets and adopt more sophisticated risk management…

S&P 500 Based on the Chinese Zodiac Signs While it is not advisable to invest solely based on zodiac signs, the year of the Snake has historically been one of the worst for U.S. stocks.…

ISABELNET Cartoon of the Day Canada is not for sale – it’s a country, not a clearance item at a department store! And its price tag reads: “Priceless – and not negotiable!”

Equity Positioning Across Sectors Recent data confirms a robust positioning in the utilities sector. Image: Deutsche Bank Asset Allocation

S&P 500 Gains Between 8-10% Are Quite Rare Historical data since 1950 suggests that investors can expect more upside potential for the S&P 500 in 2025, as it rarely offers average returns over a given…

U.S. Money Market Fund Assets U.S. money market fund assets hit a new all-time high of $8.2 tn, reflecting a continued trend of investors seeking safety and yield. Image: Goldman Sachs Global Investment Research

Energy Prices vs. Fed Rate Cuts Energy prices have historically risen after the Federal Reserve begins cutting interest rates. Image: MarketDesk Research

MSCI World Performance vs. U.S. Dollar Index Typically, the relationship between the U.S. dollar’s strength and global equities is significant. A weaker U.S. dollar tends to support global equities, while a stronger dollar generally puts…