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	<title>Search Results for &#8220;U.S.&#8221; &#8211; ISABELNET</title>
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	<link>https://www.isabelnet.com</link>
	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;U.S.&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
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	<item>
		<title>U.S. Stock Market Bull and Bear Indicator &#8211; S&#038;P 500</title>
		<link>https://www.isabelnet.com/u-s-stock-market-bull-and-bear-indicator/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 18 Sep 2026 08:34:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Stock Market Bull and Bear Indicator &#8211; S&#38;P 500 Thursday, our Stock Market Bull &#38; Bear Indicator was bullish well before the opening bell, and the S&#38;P 500 didn&#8217;t disappoint, ending the day up 1.14%. Using multiple financial data, this great model helps investors navigate through different market conditions. It suggests whether the U.S.&#8230;]]></description>
		
		
		
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		<title>Fear &#038; Greed Index &#8211; Investor Sentiment</title>
		<link>https://www.isabelnet.com/fear-greed-index-investor-sentiment/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 18 Sep 2026 08:31:43 +0000</pubDate>
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					<description><![CDATA[Fear &#38; Greed Index &#8211; Investor Sentiment At 29, the Fear &#38; Greed Index still points to fear, not panic. For U.S. equities, that leaves the door open to further gains if the headlines turn friendlier. Image: Cable News Network]]></description>
		
		
		
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		<title>NAAIM Exposure Index &#8211; Investor Sentiment​</title>
		<link>https://www.isabelnet.com/investor-sentiment-naaim-exposure-index-and-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 18 Sep 2026 08:31:35 +0000</pubDate>
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					<description><![CDATA[NAAIM Exposure Index &#8211; Investor Sentiment​ After hitting a new two-year high of 102.7 three weeks ago, the NAAIM Exposure Index has since dropped to 71.92. Active managers have sharply cut their exposure to U.S. equities as sentiment turns more cautious. The National Association of Active Investment Managers Exposure Index tracks the two-week average of U.S. equity&#8230;]]></description>
		
		
		
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		<title>U.S. Real GDP Growth</title>
		<link>https://www.isabelnet.com/u-s-real-gdp-growth-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 18 Sep 2026 08:30:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Real GDP Growth Goldman Sachs isn&#8217;t seeing a meaningful deceleration in the US economy, forecasting 2.2% growth in 2026 and 2.1% in 2027, broadly in line with consensus, supported by a resilient labor market. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Global Equities Performance</title>
		<link>https://www.isabelnet.com/usa-vs-global-ex-u-s-equities-relative-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:32:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Global Equities Performance Since the start of 2025, U.S. stocks have fallen behind other major markets, ending a long run of outperformance. A weaker dollar is giving international investors another reason to look beyond Wall Street. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Fed Funds Rate Path Implied by the Median Dots</title>
		<link>https://www.isabelnet.com/u-s-yield-curve-1m-to-30y-and-correlation-against-fed-funds-effective-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:31:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=11764</guid>

					<description><![CDATA[Fed Funds Rate Path Implied by the Median Dots The Fed is signaling higher rates for longer, with a two-hike baseline for 2026, a 2029 median fed-funds rate of 3.5% to 3.75%, and a neutral rate of 3.25%. Long-duration assets and leveraged trades are now facing a tougher road. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>MSCI World Sector/Style Valuations</title>
		<link>https://www.isabelnet.com/valuation-msci-u-s-p-e-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:30:58 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[MSCI World Sector/Style Valuations Rich valuations leave investors with little cushion across sectors and investment styles. Even a modest turn in sentiment could push prices lower, with limited support underneath. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>New York Fed GDP Nowcast</title>
		<link>https://www.isabelnet.com/new-york-fed-gdp-nowcast/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[New York Fed GDP Nowcast The New York Fed&#8217;s latest estimate puts Q4 2026 GDP growth at 2.51%, keeping the U.S. expansion firmly on track. Image: Federal Reserve Bank of New YorkClick the Image to Enlarge]]></description>
		
		
		
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		<title>U.S. Real Retail Sales and Recession</title>
		<link>https://www.isabelnet.com/u-s-real-retail-sales-and-recession/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:30:14 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Real Retail Sales and Recession U.S. real retail sales stand at 2.58% YoY. About 70% of U.S. GDP is personal consumption. In the past, U.S. real retail sales trended sideways before the recession began.]]></description>
		
		
		
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		<title>Indexed Return of Cyclicals vs. Defensives and Consensus Forward 4-Quarter U.S. GDP Growth</title>
		<link>https://www.isabelnet.com/u-s-cyclicals-vs-defensives-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:30:06 +0000</pubDate>
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					<description><![CDATA[Indexed Return of Cyclicals vs. Defensives and Consensus Forward 4-Quarter U.S. GDP Growth Markets are pricing steady growth, not a boom. The gap between cyclicals and defensives points to about 2.1% U.S. real GDP growth, right in line with Goldman Sachs&#8217; 2.2% forward 4Q GDP growth forecast. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<item>
		<title>Dividends as % of Capital Expenditures</title>
		<link>https://www.isabelnet.com/sp-500-dividend-yield-and-30-year-treasury-bond/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:30:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Dividends as % of Capital Expenditures The AI and infrastructure boom has pushed capex higher, but dividends have grown faster. The dividends-to-capex ratio has risen from 20% in the late 1990s to 50% today. U.S. equities remain an income-oriented market. Image: TS Lombard]]></description>
		
		
		
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		<title>Valuations &#8211; 12-Month Forward P/E Ranges (MSCI Regions)</title>
		<link>https://www.isabelnet.com/valuation-12-month-forward-p-e-ranges-msci-regions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Sep 2026 08:31:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83430</guid>

					<description><![CDATA[Valuations &#8211; 12-Month Forward P/E Ranges (MSCI Regions) U.S. and global stocks still look pricey, but earnings are growing fast enough to justify the bill. As long as profits keep surprising, the extra valuation is the price of admission, not a sell signal. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Sentiment &#8211; Risk Appetite and Expected U.S. Equity Market Performance</title>
		<link>https://www.isabelnet.com/risk-appetite-and-expected-u-s-equity-market-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Sep 2026 08:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=77559</guid>

					<description><![CDATA[Sentiment &#8211; Risk Appetite and Expected U.S. Equity Market Performance Risk appetite among U.S. equity fund managers has taken a sharp hit in September, as the conflict in the Middle East fuels concerns about its economic fallout and the outlook for monetary and fiscal policy. Image: S&#38;P Global Market Intelligence]]></description>
		
		
		
			</item>
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		<title>Economic Forecasts</title>
		<link>https://www.isabelnet.com/economic-forecasts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Sep 2026 08:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Economic Forecasts Deutsche Bank expects the U.S. economy to remain resilient through 2027 and 2028, with the Fed delivering 75bps of tightening through hikes in September, December, and next March. Image: Deutsche Bank]]></description>
		
		
		
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		<title>S&#038;P 500 Performance on the Day of the FOMC Meeting</title>
		<link>https://www.isabelnet.com/sp-500-performance-by-president-from-reagan-to-trump/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:32:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=11339</guid>

					<description><![CDATA[S&#38;P 500 Performance on the Day of the FOMC Meeting U.S. stocks have struggled on FOMC days this year. Can this week break the pattern? Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Bond Positioning</title>
		<link>https://www.isabelnet.com/return-u-s-corporate-bonds/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:30:43 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83297</guid>

					<description><![CDATA[Bond Positioning Bond positioning has sunk to the 5th percentile. If history rhymes, yields are near a short-term peak. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>Valuation &#8211; S&#038;P 500 Fwd 12-Month P/E Multiple vs. EPS Yield Gap vs. Real 10-Year U.S. Treasury</title>
		<link>https://www.isabelnet.com/valuation-sp-500-ntm-p-e-vs-gap-between-sp-500-earnings-yield-and-u-s-10-year-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=50951</guid>

					<description><![CDATA[Valuation &#8211; S&#38;P 500 Fwd 12-Month P/E Multiple vs. EPS Yield Gap vs. Real 10-Year U.S. Treasury So far in 2026, U.S. equities have digested higher rates mostly through multiple compression, leaving the valuation gap to bonds largely intact. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S.-Listed ETF Cumulative Flows by Year</title>
		<link>https://www.isabelnet.com/cross-asset-etf-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:30:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=42009</guid>

					<description><![CDATA[U.S.-Listed ETF Cumulative Flows by Year Investors have poured more than $1.4 trillion into U.S.-listed ETFs so far this year, a record for inflows at this point in the calendar. If the momentum persists, model-based projections point to a full-year total near $2.3 trillion. Image: Goldman Sachs FICC &#38; Equities]]></description>
		
		
		
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		<title>Foreign Holding of U.S. Financial Assets: Allocation to Equities</title>
		<link>https://www.isabelnet.com/equity-aggregate-financial-asset-allocation-among-households-mutual-funds-pension-funds-and-foreign-investors/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=53420</guid>

					<description><![CDATA[Foreign Holding of U.S. Financial Assets: Allocation to Equities Foreign investors are unusually crowded into U.S. stocks. What would happen if they all rushed for the exits? Image: Topdown Charts]]></description>
		
		
		
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		<item>
		<title>Investor Sentiment &#8211; U.S. Market Greed/Fear Index</title>
		<link>https://www.isabelnet.com/investor-sentiment-u-s-market-greed-fear-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 14 Sep 2026 08:33:41 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=61174</guid>

					<description><![CDATA[Investor Sentiment &#8211; U.S. Market Greed/Fear Index At 63.20, the Greed and Fear Index has slipped from its highs, reflecting a cooler tone over the last four weeks. It&#8217;s not a warning light, but with September&#8217;s track record, this softening in risk appetite is worth watching. Image: Real Investment Advice]]></description>
		
		
		
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