S&P 500 Index and Technical Score With a reading of 69.91, the U.S. stock market is nearing overbought levels, suggesting a possible consolidation phase ahead. Image: Real Investment Advice

Stock Returns During Year One of a President’s Term Since Ronald Reagan’s second term, U.S. stocks have demonstrated robust performance in the year following presidential elections, with positive returns in 9 out of the past…

Valuation – 12-Month Forward P/E Ranges (MSCI Regions) Despite the U.S. stock market’s impressive performance, the significant gap between current valuations and historical norms raises concerns about its long-term sustainability. Image: Goldman Sachs Global Investment…

Market Sentiment Indicator Morgan Stanley’s market sentiment indicator has recently turned positive, signaling a shift towards a risk-on appetite after maintaining a neutral stance. Image: Morgan Stanley Research

Cumulative Global Sector Fund Flows The financial sector continues to attract inflows, suggesting continued investor confidence. Image: Deutsche Bank Asset Allocation

ISABELNET Cartoon of the Day Trump’s comeback is proof that in politics, you can always pull a rabbit out of a hat—especially if the rabbit is wearing a red tie and has a X account!…

Stocks – GRANOLAS vs. Magnificence Seven Driven by remarkable growth in the technology and AI sectors, the performance gap between the Magnificent Seven and the GRANOLAS has widened significantly since the start of 2024. Image:…

Combined AAII & II Sentiment Contrarian investors might view the current bearish sentiment from the American Association of Individual Investors (AAII) and Investors Intelligence (II) surveys as a potential bullish signal. Image: Topdown Charts

Bloomberg Dollar Spot Index Economic indicators, especially inflation data, and the incoming administration’s policies will likely shape the U.S. dollar’s trajectory in the coming months. Image: Bloomberg

Two-Month Correlation Between Bloomberg U.S. Treasury Index and S&P 500 Index The current positive correlation between stocks and bonds emphasizes the need for investors to diversify beyond traditional assets and adopt more sophisticated risk management…

Earnings Sentiment (Analyst Upgrades Minus Downgrades Across Markets) Despite optimism in certain sectors, earnings sentiment in the S&P 500 is on a downward trajectory. Image: Goldman Sachs Global Investment Research