U.S. Employment Outlook

U.S. Employment Outlook The outlook of U.S. employment continues to improve. In Q4 2019, 22% of U.S. employers plan to add to payrolls, 5% expect a decrease and 72% expect no change. Image: ManpowerGroup

U.S. Long-Term Budget Outlook

U.S. Long-Term Budget Outlook Large budget deficits over the next 30 years could boost federal debt to unprecedented levels. Image: Congressional Budget Office

Central Bank Outlook

Central Bank Outlook Interesting chart showing how major central banks will change interest rates by the end of this year (projected interest-rate change). Picture Source: Bloomberg

Jamie Dimon: CEOs optimistic about business outlook

Jamie Dimon: CEOs optimistic about business outlook Jamie Dimon is Chairman and CEO of JPMorgan Chase and Sylvia Mathews Burwell is the American University’s 15th president. They speak about the state of the U.S. economy with CNBC’s Kayla Tausche. https://www.youtube.com/watch?v=VEeY9k_VHzE

Investor Sentiment – U.S. Market Greed/Fear Index

Investor Sentiment – U.S. Market Greed/Fear Index The Greed and Fear Index stands at 64.18 after sentiment slipped last week, driven more by a gloomier outlook and rising volatility than by investors cutting equity exposure. Image: Real Investment Advice

S&P 500 YoY EPS Growth

S&P 500 YoY EPS Growth Wall Street’s outlook for 2026 is bright, with analysts eyeing a 15% rise in S&P 500 earnings. While forecasts sound promising, markets often have surprises in store. Image: Goldman Sachs Global Investment Research

Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth

Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth Momentum looks set to build for the U.S. economy in 2026, driven by fading tariffs, fresh tax cuts, and easier financial conditions. Still, inflation remains the wildcard that could cloud an otherwise brighter growth outlook. Image: Goldman Sachs Global Investment Research

S&P 500 and U.S. IPO Activity

S&P 500 and U.S. IPO Activity The IPO market is showing signs of life. A pickup in U.S. listings, paired with improving sentiment in global equities, points to a more bullish medium-term outlook for new issues. Image: Topdown Charts

MSCI AC World: 10-Year Annualized Total Return

MSCI AC World: 10-Year Annualized Total Return Goldman Sachs forecasts a 10-year annual return of 7.7% in USD for global stocks — a solid long-term outlook, though shy of the boom years’ pace. Image: Goldman Sachs Global Investment Research

Hyperscaler Capex by Company

Hyperscaler Capex by Company Goldman Sachs is turning more bullish on hyperscaler spending, hiking its CAPEX outlook after 3Q25 results showed a wave of AI‑ and cloud‑fueled infrastructure growth. Image: Goldman Sachs Global Investment Research