ISABELNET Cartoon of the Day Bears hate Fridays more than cats hate a bath, as U.S. stocks have exhibited a pattern of positive performance year-to-date on the last trading day of the week! Happy Friday…

Over the Following Time Horizons, Would you Rather Own U.S. or European Equities? Deutsche Bank’s survey of 400 financial professionals worldwide shows a strong short-term preference for European stocks over U.S. equities, but this trend…

Investor Sentiment (Retail & Institutional Composite) vs. S&P 500 Index Markets typically reach their correction lows when combined investor sentiment is extremely negative, setting the stage for a potential rebound. Image: Real Investment Advice

Conference Board 1-Year Expectation Stock Prices Increase vs. S&P 500 The Conference Board’s latest Consumer Confidence survey reveals the sharpest two-month drop in stock market expectations—a level of pessimism that historically signals a contrarian buying…

U.S. Share of Global Equity Market The U.S. share of the global equity market, while still dominant at 54%, has retreated from its peak of 57%, reflecting recent market turbulence and growing diversification concerns. Image:…

S&P 500 E-Mini Futures (ES1) Liquidity Thinning liquidity in financial markets exacerbates downside risks by increasing the likelihood of abrupt and severe price movements, particularly during economic or geopolitical shocks. Image: Deutsche Bank Asset Allocation

ISABELNET Cartoon of the Day With the S&P 500 index down 2.88% YTD, bears are feeling pretty smart. Meanwhile, bulls are like, “Did you see the 3.45% gain over the last 9 trading days? Party…

What Do You Think the Probability of There Being a U.S. Recession in the Next 12 Months Is? Deutsche Bank’s survey of 400 financial professionals worldwide indicates an average 43% expectation of a U.S. recession…

COMEX Copper Price The Trump administration may impose 25% copper import tariffs within weeks, sparking market volatility as traders rush shipments to the U.S., driving copper prices to record highs. Image: The Daily Shot

ISABELNET Cartoon of the Day In Wall Street, bears are like the prophets of doom, except instead of a fiery apocalypse, it’s just a market correction! Happy “Hump” Day, Everyone! 🐫🐪😎

Housing – CME Lumber Futures Price The combination of increased tariffs, supply constraints, and strong demand is creating a challenging environment for the lumber market, leading to significant price increases that are expected to continue…