S&P 500 Ratio to Stoxx 600 The S&P 500’s performance relative to the Stoxx 600 has hit the upper limit of its long-term channel. While U.S. equities may continue to lead due to strong growth…

S&P 500 Stocks Net Call Volume The surge in call option activity for mega-cap growth, tech, and defensive stocks indicates ongoing bullish sentiment, while also hinting at possible market shifts ahead. Image: Deutsche Bank Asset…

Annual Performance of S&P 500 With a year-to-date return of 26.47%, the S&P 500 index has delivered remarkable gains in 2024, ranking it among the best performances of the century. Image: Bloomberg

Interest Rates – Expectations for the Fed’s Policy Rate Path Morgan Stanley expects more Fed rate cuts in the first half of 2025 than markets currently price in, as the impact of tariffs will likely…

How Often is the Worst Month of the Year for the S&P 500 Bulls are smiling, probably because they’ve just realized that December being the worst month of the year is as rare as finding…

Implied Equity Allocation by U.S. Households Periods of high household equity allocation have historically been followed by lower market returns, implying that current trends might indicate potential risks for future investors. Image: J.P. Morgan

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…