S&P 500 and Equity ETF Flows ETF equity inflows aren’t necessarily a sell signal for the S&P 500 right now, but they spotlight a market chasing risk. With stocks and flows climbing fast together, sentiment…

EPS – GS Top-Down vs. Consensus Bottom-Up Estimates A 14% consensus forecast for S&P 500 earnings growth next year may be in reach, but some market watchers warn it’s still too rosy. Goldman Sachs is…

Hyperscaler Capex Heading into 2026, hyperscalers are projected to experience a deceleration in capex growth that could weigh further on valuations. Image: Goldman Sachs Global Investment Research

U.S. Treasury Index – Annual Return U.S. Treasuries are on track for their strongest annual performance since 2020, lifted by Fed rate cuts and a cooling labor market that is fueling bets on more monetary…

Real S&P 500 Index The current market cycle still feels incomplete. After strong rallies, markets often retreat to test previous highs. That pullback, though painful, often clears the air and sets up the next move…

S&P 500 Returns in December During Year One of the Presidential Cycle U.S. stocks have finished December in the red during the first year of the presidential cycle just once in the past 40 years,…

Data Centre Electricity Consumption by Country (Forecast to 2030) Data center electricity use may triple by 2030 due to AI growth, straining energy infrastructure, challenging capacity, sustainability, and reliable power supply across global grids. Image:…

Median S&P 500 Performance After Fed Cuts Rates The S&P 500 has typically rallied about 50% in the two years after the Fed begins cutting rates. But when those cuts hit during recessions, those gains…

Median U.S. 10-Year Treasury Yield Performance in Fed Rate Cuts Cycles Fed rate cuts usually pull short-term yields lower, but long Treasury bonds don’t always fall in line. Inflation expectations, shifting bets on future policy,…

S&P 500 Valuations vs. 6-Month Forward Returns Valuations can help frame long-term return expectations, but they rarely say much about what markets will do in the short run. Image: Goldman Sachs Global Investment Research

U.S. Manufacturing PMI and Global Leading Indicator Leading indicators are turning higher, signaling a growing chance of a global cyclical upswing into the first half of 2026. Image: Bloomberg