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	<title>Search Results for &#8220;geopolitic&#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;geopolitic&#8221; &#8211; ISABELNET</title>
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		<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, 14 Oct 2026 08:30:56 +0000</pubDate>
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					<description><![CDATA[Sentiment &#8211; Risk Appetite and Expected U.S. Equity Market Performance U.S. equity fund managers are taking on more risk again after September&#8217;s decline, but they remain cautious about near-term returns, with rates, fiscal policy and geopolitics clouding the outlook. Image: S&#38;P Global Market Intelligence]]></description>
		
		
		
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		<title>World Portfolio / Gold &#8211; 1-Month Rolling Correlation</title>
		<link>https://www.isabelnet.com/60-40-equity-bond-portfolio-performance-across-regions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Sep 2026 08:30:32 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=30723</guid>

					<description><![CDATA[World Portfolio / Gold &#8211; 1-Month Rolling Correlation Gold diversifies global portfolios again, acting as insurance against currency depreciation, geopolitical risk, and inflation, and as a hedge when stocks and bonds don&#8217;t move together. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Change in S&#038;P 500 Quarterly EPS Consensus</title>
		<link>https://www.isabelnet.com/change-in-sp-500-current-quarter-consensus-eps-during-the-previous-quarter/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 27 Aug 2026 08:30:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Change in Consensus 2026 S&#38;P 500 EPS S&#38;P 500 EPS forecasts for 2026 surged, with upward revisions accelerating after the U.S.–Iran conflict erupted, even as geopolitical and macro risks climbed. Image: Goldman Sachs FICC &#38; Equities]]></description>
		
		
		
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		<title>Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM</title>
		<link>https://www.isabelnet.com/median-monthly-flow-into-equity-mutual-funds-and-etfs-as-a-of-total-aum/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 30 Jul 2026 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM August rivals May as the worst month for equity outflows from mutual funds and ETFs. As geopolitical risk builds, should investors start buying protection?. 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, 09 Jul 2026 08:32:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=101847</guid>

					<description><![CDATA[Stocks &#8211; Dow Jones with Major Geopolitical Events Major geopolitical events can jolt markets, but U.S. equities have kept climbing as investors look beyond the headlines, rewarding those who stayed the course. Image: Carson Investment Research]]></description>
		
		
		
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		<title>Number of U.S. IPOs</title>
		<link>https://www.isabelnet.com/number-of-u-s-ipos/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 04 Jun 2026 08:30:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Number of U.S. IPOs 40 U.S. companies have gone public so far this year, while Goldman Sachs expects roughly 100 IPOs to raise about $160 billion in 2026. Geopolitical uncertainty and recent equity market volatility have kept issuance in check. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Around Major Geopolitical Events Since 1939</title>
		<link>https://www.isabelnet.com/performance-of-sp-500-around-the-first-late-cycle-rate-cut/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 01 Jun 2026 08:31:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=10273</guid>

					<description><![CDATA[S&#38;P 500 Around Major Geopolitical Events Since 1939 The S&#38;P 500&#8217;s reaction to the Middle East conflict has shifted from one of the weakest after a geopolitical shock to one of the strongest, as investors moved past the selloff and priced in a lower risk of major disruption. Image: Deutsche Bank Asset Allocation]]></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>Thu, 21 May 2026 08:30:58 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. ETF and Mutual Fund Flows Over the past year, U.S. investors have favored bonds and money market funds over riskier equities, with geopolitical tensions hanging over markets and interest rates staying elevated. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Returns Following Major Geopolitical Events</title>
		<link>https://www.isabelnet.com/oil-prices-and-events/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Apr 2026 08:33:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66350</guid>

					<description><![CDATA[S&#38;P 500 Returns Following Major Geopolitical Events History shows the same script in over 20 major events since WWII: markets snap back quicker than feared, and those who hold their nerve often win. Panic usually hurts more than the shock itself. Image: Real Investment Advice]]></description>
		
		
		
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		<title>S&#038;P 500 and Prediction Market Odds of the End to the Iran Conflict</title>
		<link>https://www.isabelnet.com/prediction-market-odds-of-u-s-corporate-tax-rate-in-2022/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Apr 2026 08:30:31 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 and Prediction Market Odds of the End to the Iran Conflict U.S. stocks advanced as the geopolitical mood brightened. The S&#38;P 500 has followed every twist in expectations around the Iran conflict. Right now, sentiment is in the driver&#8217;s seat, not fundamentals. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Equities and Wars</title>
		<link>https://www.isabelnet.com/wars-sp-500-in-real-terms-and-u-s-cpi-inflation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Mar 2026 09:30:39 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=67993</guid>

					<description><![CDATA[U.S. Equities and Wars Some major geopolitical events have knocked U.S. stocks down 15% or more before. Is this time different? For now, markets look like they&#8217;re pricing in hope, not fear. Image: Gavekal, Macrobond]]></description>
		
		
		
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		<title>U.S. Dollar History vs. Neutral Value</title>
		<link>https://www.isabelnet.com/net-of-fms-investors-saying-u-s-dollar-is-overvalued/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 18 Mar 2026 09:33:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=71234</guid>

					<description><![CDATA[U.S. Dollar History vs. Neutral Value Currency markets move more on expectations around interest rates, economic data, and geopolitics than on fundamentals. The U.S. dollar&#8217;s stabilization at neutral levels reflects Fed policy uncertainty and ongoing global tensions. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Valuation &#8211; S&#038;P 500 Forward P/E Multiple</title>
		<link>https://www.isabelnet.com/valuation-sp-500-p-e-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 18 Mar 2026 09:32:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37455</guid>

					<description><![CDATA[Valuation &#8211; S&#38;P 500 Forward P/E Multiple Strong profits haven&#8217;t lifted valuations: the S&#38;P 500&#8217;s P/E has narrowed as investors weigh geopolitical uncertainty and renewed oil price volatility. Sometimes solid results aren&#8217;t enough when risk appetite fades. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Return Around 7 Major Geopolitical Risk Events</title>
		<link>https://www.isabelnet.com/sp-500-price-returns-in-periods-of-elevated-geopolitical-uncertainty/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 17 Mar 2026 09:31:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66749</guid>

					<description><![CDATA[S&#38;P 500 Return Around 7 Major Geopolitical Risk Events The S&#38;P 500&#8217;s 5% slide from its January peak mirrors the market&#8217;s typical pullback after major geopolitical shocks. Many investors see the turbulence as temporary, betting that history&#8217;s pattern of quick recoveries will hold. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Around Major Geopolitical Events</title>
		<link>https://www.isabelnet.com/sp-500-index-vs-geopolitical-events/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 16 Mar 2026 09:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66713</guid>

					<description><![CDATA[S&#38;P 500 Around Major Geopolitical Events U.S. stocks have a habit of looking past turbulence in oil. After past geopolitical flare-ups, the S&#38;P 500 has usually pushed higher, and this episode could follow the same script. Image: TS Lombard]]></description>
		
		
		
			</item>
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		<title>U.S. Inflation: 1970 vs. Today</title>
		<link>https://www.isabelnet.com/u-s-equities-adjusted-for-inflation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 11 Mar 2026 09:32:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=98161</guid>

					<description><![CDATA[U.S. Inflation: 1970 vs. Today The modern economy shows greater resilience to inflation pressures compared to the 1970s, but whether it avoids stagflation depends on how long the current geopolitical conflict lasts. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Geopolitical Risk Index</title>
		<link>https://www.isabelnet.com/sentiment-global-risk-demand-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 10 Mar 2026 09:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=79029</guid>

					<description><![CDATA[Geopolitical Risk Index Geopolitical risk has risen sharply and this often coincides with higher equity volatility and risk‑off behavior in markets. Markets hate uncertainty, and geopolitics never fail to deliver it. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Return Around Geopolitical Risk Events</title>
		<link>https://www.isabelnet.com/sp-500-total-return-attribution/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 09 Mar 2026 09:31:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33543</guid>

					<description><![CDATA[S&#38;P 500 Return Around Geopolitical Risk Events The latest moves in the S&#38;P 500 recall how markets have historically absorbed geopolitical risks: brief pullbacks followed by rebounds, often back to pre-shock levels in roughly a month. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Change in Global Financial Conditions Following 8 Largest Geopolitical Risk Shocks in the Middle East</title>
		<link>https://www.isabelnet.com/u-s-financial-conditions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 09 Mar 2026 09:30:25 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=21156</guid>

					<description><![CDATA[Change in Global Financial Conditions Following 8 Largest Geopolitical Risk Shocks in the Middle East Even though past Middle East conflicts haven&#8217;t consistently tightened financial conditions, the global FCI is up 31bp. Sustained at this level, the squeeze could trim global GDP growth by roughly 0.3pp over the next year. Image: Goldman Sachs Global Investment&#8230;]]></description>
		
		
		
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		<title>Peak to Trough in the S&#038;P 500 Around Spikes in the Geopolitical Risk Index</title>
		<link>https://www.isabelnet.com/fed-staff-geopolitical-risk-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 05 Mar 2026 09:30:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66972</guid>

					<description><![CDATA[Peak to Trough in the S&#38;P 500 Around Spikes in the Geopolitical Risk Index Most geopolitical shocks haven&#8217;t caused lasting market impacts. Oil tends to surge when tensions rise in the Middle East, gold gets a lift, Treasuries draw buyers unless energy prices spiral, and equities typically retreat. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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