Valuation – Real S&P 500 Index with Recessions and S&P 500 Shiller CAPE Ratio Investors face a delicate balance: while economic indicators show improvement, the market’s high valuations leave little room for error if conditions…
S&P 500 Returns After Back-to-Back 20% Returns When the S&P 500 experiences back-to-back annual returns of 20% or more, bulls are particularly happy, as historical data since 1950 shows that the following year has a…
ISABELNET Cartoon of the Day Bears hate CPI days like this week! It’s tough for them like kids at a birthday party with no cake—just sitting there, wondering why they weren’t invited to the fun!…
Equity Share of Household Financial Assets Compared to U.S. households, Europeans exhibit lower stock ownership rates, which can be explained by cultural savings attitudes, structural differences in pension systems, and a stronger preference for liquid…
Gold vs. Diamond The diamond and gold markets are currently experiencing contrasting trends, with diamonds facing challenges due to competition from lab-grown alternatives and changing social trends, while gold remains a stable investment choice. Image:…
CAPE Valuations vs. 10-Year U.S. Interest Rates Rising interest rates often have a significant impact on equity market valuations, frequently causing valuation reversals, especially for growth stocks and companies with high valuations based on future…
S&P 500 Average Returns in Bull Markets While the third year of a bull market often shows signs of relative weakness, patient investors may find substantial opportunities in the following years, as historical trends suggest…
U.S. Equity EPS Growth Expectations U.S. equity EPS growth expectations are particularly strong, with analysts projecting double-digit growth in both 2025 and 2026, driven by economic expansion and technological advancements. Image: TS Lombard
U.S. ISM Services Prices Paid Index vs. U.S. CPI Inflation (Leading Indicator) The U.S. ISM Services Prices Paid Index typically leads U.S. CPI inflation by three months, suggesting that changes in the index may predict…
ISABELNET Cartoon of the Day The S&P 500 index surged 1.83% yesterday after U.S. core inflation came in weaker than expected, prompting bears to check their pulse: are they still alive? Have a Great Day,…
U.S. Broad Trade-Weighted Dollar Index The U.S. dollar’s continued rise in Q4 2024 will likely remain a modest headwind to earnings growth, as it was in the previous two quarters. Image: Deutsche Bank Asset Allocation