Nominal S&P 500 Earnings Growth – Nominal GDP Growth The rapid acceleration of U.S. corporate earnings growth over the past three decades, which has outpaced the broader U.S. economy, is a key factor behind today’s…
S&P 500 Index Returns Based on if January is Higher or Lower Bulls have reason to smile, as a strong January is often seen as a bullish sign for the stock market. Historically, a higher…
Global Equities Around Fed Cut With And Without Recession Strong performance in global equities is common after the Fed’s initial rate cut, particularly when the economy remains recession-free for the subsequent 12 months. Image: Goldman…
2 Year Calendarized S&P 500 Performance Starting in January The remarkable rise in the S&P 500 over the past two years is one of the strongest since 1928, bringing joy to market bulls. Image: Goldman…
ISABELNET Cartoon of the Day The Panama Canal is not for sale. Trying to buy it? That’s a canal-tastrophic idea! Have a Great Day, Everyone! 😎
CEO Confidence vs. S&P 500 Annual % Change Strong CEO confidence typically bodes well for U.S. stocks, as there’s a correlation between executive optimism and annual market performance. Image: Real Investment Advice
The S&P 500 Index Returns Based on the Year of the Snake 🐍 Happy New Year of the Snake! While it is not advisable to invest solely based on zodiac signs, investors celebrating the Year…
DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value Over the past two years, U.S. growth stocks—known for their sensitivity to currency fluctuations—have exhibited a strong correlation with the U.S. dollar. Image: Gavekal,…
S&P 500 Performance by January Return Bulls have reason to smile: Since 1950, when January has shown positive returns, the S&P 500 has ended the year positively 89% of the time, with an average annual…
Returns – S&P 500 Price Index and Implied Trend Growth Rate For over two years, the S&P 500 has maintained a consistent trend channel, indicating a strong market despite concerns of potential overvaluation. Image: Deutsche…
S&P 500 Valuation vs. History Compared to historical standards, most S&P 500 sector P/E valuations are elevated, raising concerns about potential market overvaluation. Image: Goldman Sachs Global Investment Research