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	<title>Search Results for &#8220;global growth&#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;global growth&#8221; &#8211; ISABELNET</title>
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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, 16 Apr 2026 08:30:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Indexed Return of Cyclicals vs. Defensives and Consensus Forward 4-Quarter U.S. GDP Growth Markets are starting to price in slower growth. The relative performance between cyclicals and defensives implies 1.5% U.S. real GDP growth, below Goldman Sachs&#8217; 1.8% target for year-end. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth</title>
		<link>https://www.isabelnet.com/u-s-real-gdp-annualized-quarterly-growth-and-unemployment-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 14 Apr 2026 08:30:15 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Impact of U.S. Quarter-Over-Quarter Annualized GDP Growth The boost from the 2025 fiscal bill may be short-lived, as the conflict in the Middle East drives oil prices higher and curbs U.S. growth prospects. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Consensus EPS Growth Estimates</title>
		<link>https://www.isabelnet.com/eps-growth-and-consensus/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 14 Apr 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=26923</guid>

					<description><![CDATA[Consensus EPS Growth Estimates The Middle East conflict hasn&#8217;t rattled Wall Street. Analysts still expect S&#38;P 500 earnings to rise 18% in 2026 and 16% in 2027, while small caps could post a 44% profit surge this year and another 32% next. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Equity Index P/E Valuations vs. History</title>
		<link>https://www.isabelnet.com/valuation-sp-500-next-twelve-months-p-e-multiple/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Apr 2026 08:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=38830</guid>

					<description><![CDATA[U.S. Equity Index P/E Valuations vs. History The market&#8217;s appetite for growth remains strong, with the Russell 2000 and Nasdaq 100 trading at about 24 times forward earnings and the S&#38;P 500 at 20. Investors are still betting on continued momentum. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS</title>
		<link>https://www.isabelnet.com/u-s-tech-and-global-markets-nasdaq-composite-vs-msci-world-ex-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 10 Apr 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS Until recently, U.S. tech earnings and stock returns have run hand in hand. With the correlation breaking down, dips are looking more like entry points, supported by solid growth prospects tied to AI adoption. 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>
		
		
		
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		<title>PEG Ratio between Technology and Global Aggregate Market</title>
		<link>https://www.isabelnet.com/valuation-percentile-for-europe-u-k-and-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 08 Apr 2026 08:30:01 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=74838</guid>

					<description><![CDATA[PEG Ratio between Technology and Global Aggregate Market The tech sector&#8217;s slump is beginning to uncover compelling opportunities, with valuations now lagging behind the global aggregate market despite solid growth expectations. Times like these often reveal the best long-term plays. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Estimated Share of S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/sp-500-yoy-eps-growth-estimate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 08:31:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33757</guid>

					<description><![CDATA[Estimated Share of S&#38;P 500 EPS Growth AI infrastructure spending is expected to drive about 40% of S&#38;P 500 earnings growth this year, and around 28% in 2027. It&#8217;s a strong tailwind for profits today, but one that leaves the market increasingly dependent on it. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Global Monetary Policy Stimulus and Global Manufacturing PMI</title>
		<link>https://www.isabelnet.com/central-banks-global-monetary-policy-stimulus-leads-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 02 Apr 2026 08:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12772</guid>

					<description><![CDATA[Global Monetary Policy Stimulus and Global Manufacturing PMI The dominant macro theme for 2026 remains a global growth rebound, powered by two years of aggressive monetary easing that have set the stage for renewed economic momentum worldwide. Image: Topdown Charts]]></description>
		
		
		
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		<title>S&#038;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-yoy-eps-growth-relative-to-consensus-expectations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 01 Apr 2026 08:31:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83742</guid>

					<description><![CDATA[S&#38;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus expects S&#38;P 500 earnings to rise 12% year on year in 1Q 2026, led by strong tech‑sector profits. Once again, it&#8217;s the tech names doing the heavy lifting. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>MSCI AC World EPS</title>
		<link>https://www.isabelnet.com/msci-world-eps-and-south-korea-exports/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 01 Apr 2026 08:30:41 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=13970</guid>

					<description><![CDATA[MSCI AC World EPS Analysts keep raising MSCI AC World EPS forecasts for 2026, betting that the AI and tech boom will keep driving real profit growth and wider margins, not just another round of hype and heavy capex. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Hyperscalers Realized Year/Year Growth &#8211; Earnings vs. Free Cash Flow</title>
		<link>https://www.isabelnet.com/sp-500-free-cash-flow/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 20 Mar 2026 09:30:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=90637</guid>

					<description><![CDATA[Hyperscalers Realized Year/Year Growth &#8211; Earnings vs. Free Cash Flow While hyperscalers are still delivering steady earnings, their free cash flow growth has sharply cooled, and that gap could prove costly, since stock performance has often mirrored free cash flow trends closely. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Quarterly Annualized Real U.S. GDP Growth</title>
		<link>https://www.isabelnet.com/u-s-real-gdp-annualized-quarterly-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Mar 2026 09:30:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=26334</guid>

					<description><![CDATA[Quarterly Annualized Real U.S. GDP Growth Under the baseline, oil prices hit $110 in March and ease to $71 by 2026 Q4, pulling the projected 2026 Q4/Q4 US GDP growth down 0.3 percentage points to 2.2%. The hit to output looks modest given how sharp the oil price swing is. Image: Goldman Sachs Global Investment&#8230;]]></description>
		
		
		
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		<item>
		<title>S&#038;P 500 &#8211; MSCI U.S. vs. G10 Excess Liquidity (Leading Indicator)</title>
		<link>https://www.isabelnet.com/msci-world-yoy-vs-vp-global-excess-liquidity-leading-indicator/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 13 Mar 2026 09:31:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=49271</guid>

					<description><![CDATA[S&#38;P 500 &#8211; MSCI U.S. vs. G10 Excess Liquidity (Leading Indicator) G10 excess liquidity, the gap between real money growth and economic growth, is climbing again as it returns to post‑pandemic highs and gives U.S. stocks fresh support. Image: Bloomberg]]></description>
		
		
		
			</item>
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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>
		
		
		
			</item>
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		<title>Global Value vs. Growth</title>
		<link>https://www.isabelnet.com/growth-stocks-vs-value-stocks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 06 Mar 2026 09:30:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=27988</guid>

					<description><![CDATA[Global Value vs. Growth This year, investors have shifted from expensive tech into value plays. But lower rates could revive growth stocks as cheaper money boosts the appeal of future profits. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Global Equity Forward Earnings</title>
		<link>https://www.isabelnet.com/sp-500-earnings-3/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 06 Mar 2026 09:30:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=68558</guid>

					<description><![CDATA[Global Equity Forward Earnings Global earnings growth exceeding 15% is rare outside of post-recession recoveries or major economic booms. Right now, the backdrop for businesses is unusually strong. Image: Deutsche Bank Research]]></description>
		
		
		
			</item>
		<item>
		<title>Effect of a 10% Increase in Oil Prices on Inflation</title>
		<link>https://www.isabelnet.com/brent-crude-oil-and-10-year-u-s-inflation-breakeven-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 04 Mar 2026 09:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=61129</guid>

					<description><![CDATA[Effect of a 10% Increase in Oil Prices on Inflation A 10% rise in crude oil prices would add modestly to headline inflation over the year. But if higher prices persist, the inflation effect would linger and growth would take a bigger hit. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<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, 27 Feb 2026 09:30:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=68502</guid>

					<description><![CDATA[U.S. Real GDP Growth Betting on the resilience of the U.S. economy, Goldman Sachs sees growth holding at 2.3% in 2026 and easing slightly to 2.0% in 2027, helped by tax cuts, easier financial conditions, and fewer tariff pressures. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<item>
		<title>Hyperscaler Quarterly Capex Growth</title>
		<link>https://www.isabelnet.com/sp-500-operating-eps-vs-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 26 Feb 2026 09:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=62492</guid>

					<description><![CDATA[Hyperscaler Quarterly Capex Growth Later in 2026, hyperscalers are expected to ease capex growth, a shift that could drag on valuations but also leave them vulnerable in the supply-strained fight for AI dominance. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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