Flows into Money Market Funds Investor interest in U.S. government money market funds continues to be strong, driven by their current attractive yields, high level of safety and liquidity. Image: Goldman Sachs Global Investment Research
Consumer Confidence Composite and S&P 500 While the U.S. stock market has experienced a remarkable rally, consumer confidence has waned since 2019, underscoring a disconnect between financial market performance and broader economic sentiment. Image: Real…
S&P 500 Index Returns in November November typically ranks as a stellar month for investors. Historically, the final week of November demonstrates a consistent bullish trend for U.S. stocks, signaling strong market sentiment and potential…
Cumulative Equity Flows U.S. equity inflows, already robust over the past year, have shown notable acceleration in recent weeks, suggesting a favorable environment for further market growth. Image: Deutsche Bank Asset Allocation
ISABELNET Cartoon of the Day Holding a long position in the S&P 500 throughout 2024 has been remarkably profitable so far, generating a total return of 26% including dividends. Have a Great Day, Everyone! 😎
Proportion of Companies Beating Earnings Estimates In Q3 2024, the proportion of U.S. corporate earnings exceeding expectations reached 77%, while in Europe, it was 62%, both surpassing their historical median levels. In contrast, the proportion…
Proportion of Companies Beating Earnings Estimates In the third quarter of 2024, U.S. companies outperformed their counterparts in Europe, Japan, and emerging markets, with a higher percentage exceeding earnings estimates. Image: Deutsche Bank Asset Allocation
ISABELNET Cartoon of the Day The S&P 500’s performance since the end of the 2022 bear market has rewarded bullish investors, contradicting pessimistic forecasts. It’s already Wednesday, Happy “Hump” Day, Everyone! 🐫🐪😎
Euro to U.S. Dollar (EUR/USD) Goldman Sachs holds a pessimistic view on the EUR/USD currency pair, indicating that the euro is expected to depreciate against the U.S. dollar over the next 3 to 6 months.…
Russell 2000 Net Futures Contracts The current net long positioning of asset managers and leveraged funds in Russell 2000 futures indicates a strong belief in the potential for growth in U.S. small-cap stocks. Image: Deutsche…
Market-Implied Change in Fed Funds Rate Traders are anticipating a total of 75 bps in interest rate cuts by the Federal Reserve over the next 12 months. Image: Goldman Sachs Global Investment Research