Share of U.S. Equity Mutual Fund and ETF AUM Passive U.S. equity funds surpassed active ones in 2020. Investors prefer them due to their lower fees, potential tax benefits, and the belief that active fund…

Valuation – Shiller P/E and U.S. 10-Year Yield While U.S. equities appear expensive, bond yields are aligning more closely with their long-term averages, providing potential opportunities for investors. Image: Goldman Sachs Global Investment Research

S&P 500 Index and BB to 10-Year Treasury Spread Closely monitoring the junk to Treasury bond spread can provide valuable insights into the overall health and direction of the U.S. stock market, making it an…

S&P 500 Price Forecast JPMorgan has shifted to a bullish outlook on U.S. stocks, setting a 2025 year-end S&P 500 target of 6,500, driven by U.S. economic strength, AI sector growth, a robust labor market,…

Path of the S&P 500 Based on historical trends, strong performance by the S&P 500 in the first half of the year typically results in continued gains during the second half, which may indicate potential…

Inflation Forecasts If Trump implements a 25% tariff on imports from Canada and Mexico, along with a 10% tariff on imports from China, it could push U.S. core PCE inflation above 3% in 2025. Image:…

ISABELNET Cartoon of the Day Searching for a duct-taped banana at a steal of less than $6,240,000? Well, you’re in luck—Black Friday has gone bananas with discounts reaching 99% off! Happy Black Friday, Everyone! 😎

Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index U.S. equity sector rotations are pricing in a “no landing” economic scenario, where the U.S. economy avoids both recession and significant slowdown, maintaining…

ISABELNET Cartoon of the Day Thanksgiving this year goes beyond just turkey and family gatherings. It’s a vibrant feast of financial festivities, with the S&P 500 reaching record levels—so much so that even the turkey…

S&P 500 Performance in Election Years Bulls are smiling as December is one of the most promising months for U.S. stocks during a presidential election year, with gains occurring 83.3% of the time and an…

S&P 500 Performance The S&P 500’s remarkable performance in 2024 is among the best since 1928, and historical patterns indicate that this momentum could persist. Image: Goldman Sachs Global Investment Research