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

U.S. Equity Sentiment Indicator With the year-end approaching, sentiment is overly stretched, implying that market participants might be excessively optimistic and overconfident in their bullish outlook. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day Historically, inverted yield curves have accurately predicted U.S. recessions, making them a crucial economic indicator. However, this time may be different, regardless of what bears claim. Have a Great Day,…

2025 Projected U.S. Federal Spending While the idea of cutting $2 trillion from U.S. federal spending is appealing in theory, the practical challenges and political realities make it a daunting task. Image: Morgan Stanley Wealth…

U.S. 10Y-2Y Yield Curve Slope The U.S. 2s10s yield curve has inverted again, reflecting investor sentiment and expectations about future economic conditions. Image: The Daily Shot

ISABELNET Cartoon of the Day With the S&P 500’s 2024 performance, bears are now extinct in Wall Street – the only place you’ll find them is in the zoo, wondering what went wrong. Have a…