U.S. Unemployment Rate Could the U.S. consumer—remarkably resilient thus far—face potential cracks from escalating trade tensions, immigration policy shifts, and fiscal adjustments? Image: Deutsche Bank

S&P 500 – 2022 Correction vs. 2025 Correction The U.S. stock market did bounce as the technical composite dipped below 20, and the rally that began this past week could extend further, particularly if positive…

S&P 500 Performance When There is a 6-Day Win Streak During a Calendar Year Bulls once again have reason to smile: a six-day S&P 500 winning streak has preceded positive annual performance in 15 out…

ISABELNET Cartoon of the Day With the S&P 500 down 5.45% year-to-date, bulls are making a comeback with the slogan “Make The Stock Market Great Again!”-because apparently, even the market needs a little political pep…

Impact of Policy Uncertainty on S&P 500 Cash Use S&P 500 buybacks may face significant impacts from policy uncertainty. Image: Goldman Sachs Global Investment Research

U.S. Presidential Approval Rating vs. Consumer Confidence Trump’s approval exceeds Biden’s late-term lows, but deteriorating consumer confidence’s predictive power signals substantial downside risk as economic anxieties translate into political consequences. Image: Deutsche Bank Asset Allocation

S&P 500 Returns the First 100 Days of a New Term The S&P 500’s 7.8% decline during Donald Trump’s first 100 days in office represents the worst start to a president’s term since Richard Nixon’s…

ISABELNET Cartoon of the Day With the S&P 500 surging 4.59% last week, bulls are so bullish that they’re already heading for the moon and beyond, convinced the S&P 500 will blast off by the…

Google Searches for “Global Financial Crisis” and “Great Recession” While fears of a 2025 tariff-driven recession evoke memories of 2008, some investors see today’s prevailing pessimism as a contrarian bullish signal for stocks. Historically, extreme…

Sentiment – GS Business Optimism Tracker U.S. business optimism has seen a significant and widespread decline in early 2025, as multiple indicators and surveys report sharp drops in sentiment among CEOs, CFOs, and small business…

Hard Data vs. Soft Data The notable divergence between soft and hard economic data highlights the challenge of interpreting the true state of the economy. While sentiment surveys suggest caution, hard data has yet to…