S&P 500 EPS and Long-Term Trend in Earnings The S&P 500’s earnings trend remains robust, with projections indicating continued growth near the upper limits of its long-term trend channel. Image: Deutsche Bank
ISABELNET Cartoon of the Day Bulls are as excited as a dog with a new bone, likely because they’ve just realized that the last two weeks of December are a jackpot for U.S. equities! Have…
VIX – Volatility Indexes The current low volatility environment is likely temporary, presenting an opportunity to capitalize on inexpensive volatility levels to protect equity positions. Image: Bloomberg
S&P 500 Index Performance by Year of Decade Bulls are smiling again, as years ending in 5 have historically been the most favorable for the S&P 500 index, with gains occurring 92.3% of the time…
S&P 500 Performance for All Republican Terms In Republican presidential terms, the S&P 500 tends to perform worse in the second half of the first year than in the first half, as policy impacts and…
DM Economies Real GDP and Working Age Population CAGR The working-age population plays a pivotal role in driving economic growth and productivity. However, many developed nations face a projected decline in this demographic, potentially hindering…
Inflation – U.S. Core PCE and Forecasts U.S. core PCE inflation is expected to have decelerated significantly in November, reinforcing expectations that the Fed’s monetary policy is effectively controlling inflation. Image: Nomura
U.S. 10Y-3M Yield Curve For the first time since 2022, yields on U.S. 10-year Treasury notes have surpassed those of three-month bills, indicating a potentially positive outlook for U.S. stocks, particularly when a recession is…
S&P 500 Price Target Morgan Stanley’s bull case scenario predicts the S&P 500 could reach 7,400 by the end of 2025, representing significant gains from current levels. Image: Morgan Stanley Wealth Management
S&P 500 2025 Price Target Fundstrat’s Tom Lee forecasts a bullish first half of 2025, with the S&P 500 expected to hit 7,000 by mid-year before falling to 6,600 by year-end, due to potential impacts…
Instances S&P 500 Annual Return >=+20% for Two Consecutives Years The S&P 500 rarely experiences back-to-back annual returns of 20% or more, but when it does, the following year tends to see a strong first…