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	<title>Search Results for &#8220;U.S.&#8221; &#8211; ISABELNET</title>
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	<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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		<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, 29 May 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 Last Friday, our Stock Market Bull &#38; Bear Indicator was bullish well before the opening bell and the S&#38;P 500 followed through, closing up 0.37%. Using multiple financial data, this great model helps investors navigate through different market conditions. It suggests whether the U.S. stock&#8230;]]></description>
		
		
		
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		<title>Seasonality &#8211; Monthly Return Stats for the S&#038;P 500</title>
		<link>https://www.isabelnet.com/seasonality-monthly-return-stats-for-the-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:31:40 +0000</pubDate>
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					<description><![CDATA[Seasonality &#8211; Monthly Return Stats for the S&#38;P 500 June is often a tricky month for U.S. stocks in midterm years, with a track record of softer returns and choppier swings. Image: Topdown Charts]]></description>
		
		
		
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		<title>U.S. Heavy Truck Sales and Recessions (Leading Indicator)</title>
		<link>https://www.isabelnet.com/u-s-heavy-trucks-sales-vs-recessions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:31:10 +0000</pubDate>
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					<description><![CDATA[U.S. Heavy Truck Sales and Recessions (Leading Indicator) U.S. heavy truck sales slightly in April to 398K (annualized). Before recessions, heavy trucks sales tend to peak and then decline, providing insights into the overall health of the U.S. economy as a leading economic indicator. Click the Image to Enlarge]]></description>
		
		
		
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		<title>U.S. 10-Year Treasury Yield vs. Brent Oil Future</title>
		<link>https://www.isabelnet.com/oil-prices-fair-value-as-a-function-of-the-u-s-dollar-and-global-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:30:39 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=67383</guid>

					<description><![CDATA[U.S. 10-Year Treasury Yield vs. Brent Oil Future Markets have treated oil and yields as a pair trade since the Middle East conflict began. Hopes of a peace deal could keep the oil-driven move in yields alive for now, but that relationship usually fades once the conflict is resolved. Image: Deutsche Bank]]></description>
		
		
		
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		<title>AAII Sentiment Survey</title>
		<link>https://www.isabelnet.com/u-s-aaii-sentiment-survey-and-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:30:30 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[AAII Sentiment Survey The S&#38;P 500 hit a new all-time high, but U.S. retail investors are still leaning bearish, with the AAII bull-bear spread stuck in negative territory for a second straight week. That skepticism could keep the rally going. Image: The Daily Chartbook]]></description>
		
		
		
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		<title>NAAIM Exposure Index &#8211; Investor Sentiment​</title>
		<link>https://www.isabelnet.com/naaim-exposure-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:30:13 +0000</pubDate>
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					<description><![CDATA[NAAIM Exposure Index &#8211; Investor Sentiment Active managers are all-in, with the NAAIM Exposure Index at 98.39 pointing to strong conviction in U.S. equities. For now, momentum remains with the bulls. The National Association of Active Investment Managers Exposure Index represents the two-week moving average exposure to U.S. equity markets reported by NAAIM members. Image: NAAIM]]></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>Fri, 29 May 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 tilting toward a softer growth outlook. The gap between cyclicals and defensives now signals U.S. real GDP growth below 1.5%, well under Goldman Sachs&#8217; 2.0% forward 4Q GDP growth forecast. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Stocks &#8211; Dow Jones with Major Geopolitical Events</title>
		<link>https://www.isabelnet.com/stocks-dow-jones-with-major-geopolitical-events/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 28 May 2026 08:32:03 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=101847</guid>

					<description><![CDATA[Stocks &#8211; Dow Jones with Major Geopolitical Events Major geopolitical events can rattle markets, but U.S. equities have repeatedly bounced back and pushed higher as investors refocus beyond the headlines, rewarding those who stay patient. Image: Carson Investment Research]]></description>
		
		
		
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		<title>U.S. Equity Market Speculative Trading Indicator</title>
		<link>https://www.isabelnet.com/market-timing-indicator/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 28 May 2026 08:30:36 +0000</pubDate>
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					<description><![CDATA[U.S. Equity Market Speculative Trading Indicator Animal spirits are on the rise, but not overheating. Retail activity and Goldman Sachs&#8217;s Speculative Trading Indicator are firm, but still below levels reached in past market climaxes. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Annual U.S. Equity Issuance as % of Russell 3000 Market Cap</title>
		<link>https://www.isabelnet.com/u-s-equity-issuance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 28 May 2026 08:30:02 +0000</pubDate>
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					<description><![CDATA[Annual U.S. Equity Issuance as % of Russell 3000 Market Cap &#8220;$600 billion in U.S. equity issuance in 2026&#8221; grabs attention and feeds the doom narrative. But relative to the total value of U.S. equities, it is not that large. Big number, yes, but scale matters. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<item>
		<title>Probability of U.S. Recession Calculated from the Yield Curve</title>
		<link>https://www.isabelnet.com/probability-of-u-s-recession-calculated-from-the-yield-curve/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 27 May 2026 08:30:54 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12347</guid>

					<description><![CDATA[Probability of U.S. Recession Calculated from the Yield Curve The probability of U.S. recession in 12 months, calculated from the yield curve, stands at 14.7%, keeping the expansion narrative intact. This cycle still has legs. Image: Federal Reserve Bank of Cleveland]]></description>
		
		
		
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		<title>Equities &#8211; Global Valuation Range</title>
		<link>https://www.isabelnet.com/valuation-global-equities/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 27 May 2026 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=76819</guid>

					<description><![CDATA[Equities &#8211; Global Valuation Range U.S. stocks carry a rich premium, while markets abroad sit closer to their historical ranges. The result is a global landscape where relative value is easier to find outside the U.S., though true bargains are still hard to come by. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<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>Tue, 26 May 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 The Greed and Fear Index sits at 71.34, edging toward extreme greed. Bullish sentiment is on the rise, but not yet stretched to the levels that typically precede short-term market peaks. Image: Real Investment Advice]]></description>
		
		
		
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		<item>
		<title>S&#038;P 500 Performance After Eight Week Wins Streaks Up &gt;12%</title>
		<link>https://www.isabelnet.com/sp-500-performance-after-eight-week-wins-streaks-up-12/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 May 2026 08:32:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=142271</guid>

					<description><![CDATA[S&#38;P 500 Performance After Eight Week Wins Streaks Up &#62;12% An eight-week winning streak and a rise of more than 12% set the tone. Since 1950, U.S. stocks have followed up with a median 12-month return of 20.1% and have never finished lower. That is the kind of backdrop bulls like. Image: Carson Investment Research]]></description>
		
		
		
			</item>
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		<title>Sentiment Indicator and Stock Positioning</title>
		<link>https://www.isabelnet.com/sentiment-indicator-and-stock-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 May 2026 08:31:15 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Sentiment Indicator and Stock Positioning At 0.3, Goldman Sachs&#8217; U.S. Equity Sentiment Indicator sits near neutral. Historically, levels like this have preceded an average 0.8% gain in the S&#38;P 500 over the next month. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Equity Valuation Metrics (Z-Score Since 1900)</title>
		<link>https://www.isabelnet.com/equity-valuations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 May 2026 08:30:58 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=11744</guid>

					<description><![CDATA[U.S. Equity Valuation Metrics (Z-Score Since 1900) U.S. stocks have moved decisively out of bargain territory. Valuations are rich, with most measures running over two standard deviations above history. &#8220;Cheap&#8221; is not in the market&#8217;s vocabulary right now. Image: The Daily Shot]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Performance Around Issuance Upcycles</title>
		<link>https://www.isabelnet.com/projection-of-treasury-issuance-and-feds-purchases/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 May 2026 08:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=29529</guid>

					<description><![CDATA[S&#38;P 500 Performance Around Issuance Upcycles Past issuance waves tell a familiar story: they usually line up with strong U.S. equity performance, underpinned by steady buying interest. That pattern is tough to ignore in a rising market. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>Truck Tonnage vs. S&#038;P 500 Index</title>
		<link>https://www.isabelnet.com/truck-tonnage-vs-sp-500-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 22 May 2026 08:31:07 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=5016</guid>

					<description><![CDATA[Truck Tonnage vs. S&#38;P 500 Index The Truck Tonnage Index remained unchanged in April. Trucks represent 72.7% of U.S. freight and serve as a barometer of the U.S. economy. This chart shows that, historically, the U.S. stock market has tended to increase in line with the physical size and expansion of the U.S. economy (R²&#8230;]]></description>
		
		
		
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		<title>2-Month U.S. Equity/U.S. 10-Year Bond Yield Correlation</title>
		<link>https://www.isabelnet.com/u-s-equity-and-bond-correlation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 22 May 2026 08:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=15986</guid>

					<description><![CDATA[2-Month U.S. Equity/U.S. 10-Year Bond Yield Correlation The two-month correlation between U.S. equities and 10-year yields has broken down to late-1990s extremes, typically a recipe for higher volatility and greater pressure on duration-sensitive sectors, especially growth stocks. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<item>
		<title>S&#038;P 500 Valuations</title>
		<link>https://www.isabelnet.com/sp-500-valuation-blended-p-e-ratio-and-equity-risk-premium/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 22 May 2026 08:30:17 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=52243</guid>

					<description><![CDATA[S&#38;P 500 Valuations The U.S. market looks cyclically overheated. Valuation composites show stretched conditions, raising the risk of a sharp correction. So far, however, recession signals remain absent. Image: Topdown Charts]]></description>
		
		
		
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