Annual Total Returns While most markets average 5-10% returns annually, positive years can push this average to 10-15%, highlighting the potential for higher gains during favorable market conditions. Image: TS Lombard

MSCI World EPS The decline in MSCI AC World EPS consensus estimates for 2025 reflects a cautious stance among analysts as they navigate an uncertain economic landscape marked by slower growth and sector-specific challenges. Image:…

U.S. Equity ETF Flows Inflows to U.S. equity ETFs as a percentage of S&P 500 market cap have reached elevated levels, reflecting strong investor confidence in U.S. equities. Image: J.P. Morgan Positioning Intelligence

Federal Debt Outstanding % GDP and Federal Interest Payments % GDP Recent interest rate cuts are easing federal interest expenses but raise concerns about long-term fiscal sustainability, as interest payments are expected to increase significantly…

ISABELNET Cartoon of the Day While bulls have faced significant challenges this week due to limited rate cuts in 2025 and market volatility, bears are finding reasons to be optimistic about potential corrections in the…

U.S. Money Market Funds Following the Fed’s first rate cut, U.S. money market funds typically experience outflows within 12 months as investors rebalance portfolios and reassess risk in response to changing interest rates and market…

Bitcoin Annual Returns Over the past few years, Bitcoin has demonstrated a trend of three years of rising prices, followed by a significant decline in the fourth year. Can we expect this trend to continue…

S&P 500 Valuations According to a macro model developed by Goldman Sachs, U.S. equities are suggested to be overvalued by more than 40%, raising concerns among market participants about long-term sustainability and future market corrections.…

Implied Fed Funds Target Rate The Fed has revised its 2025 projections, now anticipating only two rate cuts instead of four, with future reductions dependent on the progress made in managing inflation. Image: Bloomberg

S&P 500 and Stocks Above Their 20-Day Moving Average With only a small percentage of U.S. stocks trading above their 20-day moving average in a bull market, the S&P 500 index appears oversold, potentially signaling…

ISABELNET Cartoon of the Day With Bitcoin surpassing $100,000, bears are now on dating apps looking for a bull! Have a Great Day, Everyone! 😎