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	<title>Search Results for &#8220;equities&#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;equities&#8221; &#8211; ISABELNET</title>
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		<title>Valuation &#8211; MSCI World 12-Month Forward P/E</title>
		<link>https://www.isabelnet.com/valuation-msci-world-12-month-forward-p-e/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 01 May 2026 08:31:09 +0000</pubDate>
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					<description><![CDATA[Valuation &#8211; MSCI World 12-Month Forward PE With global equities trading at 18.5 times forward earnings, valuations look stretched by historical standards. Not a bubble, but far from cheap. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. ETF and Mutual Fund Flows</title>
		<link>https://www.isabelnet.com/u-s-etf-and-mutual-fund-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 01 May 2026 08:30:58 +0000</pubDate>
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					<description><![CDATA[U.S. ETF and Mutual Fund Flows Over the past 12 months, U.S. investors have poured more money into bonds and money market funds than into riskier equities, as geopolitical tensions linger and interest rates stay stubbornly high. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Global Market Implied Equity Risk Premiums</title>
		<link>https://www.isabelnet.com/global-market-implied-equity-risk-premiums/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 29 Apr 2026 08:31:31 +0000</pubDate>
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					<description><![CDATA[Global Market Implied Equity Risk Premiums With equity risk premiums compressed in the U.S. and Japan, stocks offer limited upside over bonds, turning equities into a tougher bet and increasing the risk of frustration. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Probability of S&#038;P 500 Drawdown / Rally</title>
		<link>https://www.isabelnet.com/probability-of-sp-500-drawdown-rally/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 24 Apr 2026 08:31:30 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Probability of S&#38;P 500 Drawdown / Rally The rally has made U.S. equities a tougher trade. Upside now looks constrained, while the risk of a pullback is growing amid stretched valuations and a weakening macro backdrop. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>GS Financial Conditions Index</title>
		<link>https://www.isabelnet.com/fed-gs-u-s-financial-conditions-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Apr 2026 08:30:43 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[GS Financial Conditions Index With rates lower and equities climbing, looser US financial conditions are giving both consumer spending and business investment a stronger tailwind. Confidence often strengthens in step. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Share Buyback Authorization Announcements</title>
		<link>https://www.isabelnet.com/u-s-share-buyback-announcements-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Apr 2026 08:31:08 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Share Buyback Authorization Announcements Wall Street&#8217;s latest tailwind: U.S. share buyback authorizations have hit a record $422 billion year-to-date, providing a meaningful cushion for equities. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. 10 Year Yield and S&#038;P 500</title>
		<link>https://www.isabelnet.com/valuation-trailing-sp-500-p-e-ratio-vs-10-year-u-s-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Apr 2026 08:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=67927</guid>

					<description><![CDATA[U.S. 10 Year Yield and S&#38;P 500 For equities, focus less on where rates are and more on how fast they&#8217;re moving. U.S. stocks have rarely shown a strong link to the absolute level of rates, even when those levels are high by historical standards. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Weekly Change in Equity Positioning</title>
		<link>https://www.isabelnet.com/equity-positioning-indicators/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Apr 2026 08:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=23474</guid>

					<description><![CDATA[Weekly Change in Equity Positioning Investors piled into equities, driving one of the biggest weekly jumps in positioning on record. Such bursts often reflect a market gripped by FOMO. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>S&#038;P 500 Index Returns In April</title>
		<link>https://www.isabelnet.com/sp-500-index-returns-in-april/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Apr 2026 08:32:31 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Index Returns In April Even with the Middle East conflict clouding the seasonal backdrop, April has historically been a strong month for U.S. equities, averaging positive returns since 1950. Image: Carson Investment Research]]></description>
		
		
		
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		<title>Volatility &#8211; VIX Index</title>
		<link>https://www.isabelnet.com/vix-index-and-vix-futures-noncommercial-net-long/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Apr 2026 08:30:37 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Volatility &#8211; VIX Index The VIX dropping below 20 signals fading market jitters and a steadier tone, typically a tailwind for equities as calmer volatility expectations often accompany rising stock prices. Lower volatility tends to invite buyers back in. Image: MarketDesk Research]]></description>
		
		
		
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		<title>Valuations &#8211; Software vs. World ex. TMT and Technology vs. World TMT</title>
		<link>https://www.isabelnet.com/ltm-earnings-world-ex-technology-vs-u-s-technology/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 10 Apr 2026 08:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Valuations &#8211; Software vs. World ex. TMT and Technology vs. World TMT Valuations in global tech and software have narrowed sharply, with forward P/Es at their lowest level relative to world equities in more than five years. That could mark a buying window, assuming earnings momentum stays intact. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Valuation &#8211; PEG Ratio Between the U.S. and the Rest of the World</title>
		<link>https://www.isabelnet.com/sp-500-vs-the-rest-of-the-world/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 09 Apr 2026 08:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12739</guid>

					<description><![CDATA[Valuation &#8211; PEG Ratio Between the U.S. and the Rest of the World The valuation premium of U.S. equities versus the rest of the world, through the PEG lens, has narrowed in recent months. But U.S. growth expectations still justify some of that premium. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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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, 09 Apr 2026 08:30:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=45274</guid>

					<description><![CDATA[Global Equities Performance Since spring 2025, U.S. stocks have underperformed relative to other major markets, breaking a long streak of outperformance. A weaker dollar has added momentum to global diversification, especially among overseas investors. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Valuation &#8211; Average P/E for Stoxx Europe 600 and S&#038;P 500</title>
		<link>https://www.isabelnet.com/sp-500-and-euro-stoxx-50-5-year-implied-dividend-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 08 Apr 2026 08:30:33 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=53665</guid>

					<description><![CDATA[Valuation &#8211; Average P/E for Stoxx Europe 600 and S&#38;P 500 Investors finally returned to European equities after years of hesitation. But keeping them invested is becoming tougher, with Europe losing appeal as the U.S. valuation premium narrows. Image: Bloomberg]]></description>
		
		
		
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		<title>AAII Asset Allocation</title>
		<link>https://www.isabelnet.com/aaii-survey-investor-asset-allocations-equities/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 08:30:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=54577</guid>

					<description><![CDATA[AAII Asset Allocation Signs of caution are surfacing among U.S. retail investors, who cut their stock holdings for a fourth straight month in March while trimming bond positions and parking more money in cash. Many are waiting for clearer signals. Image: Daily Chartbook]]></description>
		
		
		
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		<title>Returns for Major Global Financial Assets</title>
		<link>https://www.isabelnet.com/total-return-performance-of-major-global-financial-assets-ytd/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 02 Apr 2026 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=35065</guid>

					<description><![CDATA[Returns for Major Global Financial Assets March proved rough for investors. The Middle East conflict rattled global markets, spiked oil prices through Hormuz supply fears, and spilled over into equities, bonds, and traditional safe-havens. Could April bring a breather? Image: Deutsche Bank]]></description>
		
		
		
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		<title>Average S&#038;P 500 Performance After Oil Shocks</title>
		<link>https://www.isabelnet.com/average-sp-500-performance-after-oil-shocks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Mar 2026 09:31:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=138597</guid>

					<description><![CDATA[Average S&#38;P 500 Performance After Oil Shocks On average, U.S. equities have tended to be under pressure in the months following major oil shocks, though the pattern is not uniform and depends heavily on whether the shock is large, persistent, and tied to broader macro stress. Image: Deutsche Bank]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 CAPE Ratio vs. U.S. Households Holding of Equities % Total Financial Assets</title>
		<link>https://www.isabelnet.com/valuation-shiller-cape-p-e-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Mar 2026 09:30:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=76923</guid>

					<description><![CDATA[S&#38;P 500 CAPE Ratio vs. U.S. Households Holding of Equities % Total Financial Assets Americans are all-in on equities like never before. That speaks to booming wealth and bullish sentiment, but it also leaves portfolios more vulnerable to any valuation reset. The ride higher feels good, until it doesn&#8217;t. Image: Topdown Charts]]></description>
		
		
		
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		<title>Share of Global Market Capitalization</title>
		<link>https://www.isabelnet.com/global-market-capitalization-of-all-equities/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Mar 2026 09:30:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=50174</guid>

					<description><![CDATA[Share of Global Market Capitalization The U.S. accounts for only 4% of the world&#8217;s population, but it holds 62% of global equity value. Its innovation pipeline continues to pull in overseas capital. The simple truth: markets still move to a U.S. beat. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>CTAs Exposure to the U.S. Dollar</title>
		<link>https://www.isabelnet.com/ctas-exposure-to-equities/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 25 Mar 2026 09:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37310</guid>

					<description><![CDATA[CTAs Exposure to the U.S. Dollar After betting against the U.S. dollar, Commodity Trading Advisors are easing up on their shorts and edging toward neutral. Few will be surprised as the greenback finds support when the world gets nervous. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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