U.S. Headline and Core CPI Inflation The latest inflation data for October 2024 indicates that U.S. inflation has remained firm, showing a slight uptick rather than continuing its irregular descent, suggesting that the Fed’s battle…
Total Return Performance of Various Assets Despite Warren Buffett’s skepticism towards gold as an investment, the precious metal has outperformed both U.S. equities and U.S. Treasury bonds over the past 25 years. Image: Deutsche Bank
Probability of Fed Rate Cut After the CPI data release, traders now estimate an 82.5% chance of a 25 basis point rate cut at the FOMC meeting on December 18, 2024. Image: CME GRoup
U.S. Stock Returns Over the Past Presidential Terms Starting on Election Day During President Biden’s tenure, U.S. stocks have surged by 76% starting on election day, reinforcing historical data suggesting that Democratic administrations often correlate…
Valuation – S&P 500 CAPE Ratio A high CAPE ratio suggests caution but isn’t a reliable market timing indicator. Markets may remain overvalued for extended periods, typically leading to subdued long-term equity returns. Image: Deutsche…
Real Returns for U.S. Dollar-based Assets by Quarter Century While there have been periods of volatility and negative returns, real stock market returns over the past 25 years have been positive and in line with…
Performance – Cyclicals Outperformance Following the election, U.S. cyclical stocks have significantly outperformed, reflecting investor optimism about the new administration’s pro-growth policies and economic resilience. Image: Morgan Stanley Research
S&P 500 Performance When >2% Daily Gain at an All-Time High Since 1950, the S&P 500 index has demonstrated robust performance in the year following a daily gain of over 2% at an all-time high,…
S&P 500 Price Target Following the U.S. elections, strategist Ed Yardeni has raised his S&P 500 targets to 6,100 for 2024, 7,000 for 2025, 8,000 for 2026, and predicts it will reach 10,000 by the…
ISABELNET Cartoon of the Day With the S&P 500 rising by an impressive 4.7% last week, bulls are in high spirits, while bears are under pressure and seeking help! Have a Great Day, Everyone! 😎
S&P 500 Weekly % Changes The S&P 500 posted its best weekly gain of 2024 and its third-strongest Presidential Election week since 1928, rising 4.7% as investors cheered Donald Trump’s victory and the prospect of…