DM Economies Real GDP and Working Age Population CAGR The working-age population plays a pivotal role in driving economic growth and productivity. However, many developed nations face a projected decline in this demographic, potentially hindering…
Inflation – U.S. Core PCE and Forecasts U.S. core PCE inflation is expected to have decelerated significantly in November, reinforcing expectations that the Fed’s monetary policy is effectively controlling inflation. Image: Nomura
U.S. 10Y-3M Yield Curve For the first time since 2022, yields on U.S. 10-year Treasury notes have surpassed those of three-month bills, indicating a potentially positive outlook for U.S. stocks, particularly when a recession is…
S&P 500 Price Target Morgan Stanley’s bull case scenario predicts the S&P 500 could reach 7,400 by the end of 2025, representing significant gains from current levels. Image: Morgan Stanley Wealth Management
S&P 500 2025 Price Target Fundstrat’s Tom Lee forecasts a bullish first half of 2025, with the S&P 500 expected to hit 7,000 by mid-year before falling to 6,600 by year-end, due to potential impacts…
Instances S&P 500 Annual Return >=+20% for Two Consecutives Years The S&P 500 rarely experiences back-to-back annual returns of 20% or more, but when it does, the following year tends to see a strong first…
Spread of Nasdaq-100 Earnings Yield Over 10-Year U.S. Treasury Yield Investing in the Nasdaq 100 presents both opportunities and risks, particularly in the current economic climate characterized by high bond yields and stock market exuberance.…
Seasonality – S&P 500 Index Returns in December Bulls are buzzing with excitement again! While December is typically strong for U.S. stocks, the best may be yet to come, as the majority of gains usually…
One Year S&P 500 Returns Post the Election Date Since 1960, the S&P 500 has shown a tendency for positive returns in the year following U.S. elections—proving that while politicians may change, the stock market…
Gold Net Long Managed Money on COMEX Gold’s appeal as a safe-haven asset historically strengthens during periods of uncertainty, leading to increased investor positioning. Image: Goldman Sachs Global Investment Research
U.S. Consumers – Stock Prices and Income Expectations U.S. consumers are experiencing a notable rise in optimism regarding stock market returns for the next 12 months, but this may lead to disappointment as their outlook…