New York Fed GDP Nowcast The New York Fed’s Q2 2025 GDP Nowcast has been revised downward to 2.34%, down from 2.72% the previous week. Image: Federal Reserve Bank of New York Click the Image…

S&P 500 Index The S&P 500’s four-day winning streak is its longest since January 2025, fueled by strong tech sector earnings and cautious optimism on trade and monetary policy fronts, even as economic challenges persist.…

S&P 500 2025 Year-End Forecasts The ongoing tariff disputes have directly prompted a broad reassessment of S&P 500 prospects, with a growing number of Wall Street strategists adopting a more cautious stance for the remainder…

Gold vs. Other Asset Total Returns A performance rotation from stocks to gold is emerging. This may signal the beginning of a broader shift, as Trump’s efforts to weaken the dollar and lower rates coincide…

Sentiment/VIX Composite vs. S&P 500 Current low levels of the Sentiment/VIX Composite Index tend to coincide with market lows, indicating potential buying opportunities rather than the onset of larger market reversions. Image: Real Investment Advice

S&P 500 and Zweig Breadth Thrust Bulls have reason to smile as the Zweig Breadth Thrust has perfectly predicted S&P 500 gains in all 19 post-WWII instances, averaging 23.4% returns within a year and never…

S&P 500 Forward Earnings and U.S. Dollar Index The weakening U.S. dollar is raising significant concerns for U.S. corporate earnings, particularly through its interplay with tariffs and global economic uncertainty. Image: Bloomberg

Magnificent Seven Stocks vs. S&P 500 Index Since DeepSeek’s emergence in January 2025, the Magnificent Seven stocks have underperformed compared to the S&P 500, driven by AI disruption fears and concerns over capital expenditures. Image:…

S&P 500 2025 Target Deutsche Bank strategists slashed their S&P 500 year-end target by 12% to 6,150, attributing the revision primarily to escalating trade war tariffs and their economic fallout. Image: Bloomberg

ISABELNET Cartoon of the Day While bulls are toasting the S&P 500 gains this week, bears are busy Googling “emergency exits from a market rally.” Happy Friday, Everyone! 😎

Foreign Investors Equity Allocation Percentile vs. History While trade policy concerns, slowing growth, and dollar depreciation have created headwinds, Goldman expects moderate foreign selling of U.S. equities in March-April, driven by valuation opportunities and strategic…