Cumulative Change in Consensus Earnings Estimates Even with a projected slowdown in earnings growth for the Magnificent 7 in 2025, analysts remain optimistic about their continued market leadership. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day In the epic showdown of bull vs. bear, the wisest move might just be to sit back, relax, and master “The Art of No Deal”—because sometimes the best trade is…
S&P 500 Dividend Payers / Non-Payers Ratio Amidst 2025’s market volatility, dividend stocks emerge as a compelling investment, offering both steady income and growth potential while serving as a robust tool for portfolio diversification. Image:…
Cross Asset Flows as a % of Assets Money market funds continue to attract strong investor interest, as they offer safe and profitable short-term opportunities in the current high-interest-rate environment. Image: Deutsche Bank Asset Allocation
Cycle Composite for the S&P 500 While the market may face some choppiness in the near term, the Carson Cycle Composite’s prediction of a strong 2025 for U.S. stocks gives bulls reason for confidence. Image:…
EPS Growth Estimate Despite a downward revision, consensus 2025 EPS growth estimates still project strong earnings growth. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Wall Street’s bulls thought they’d saved face on Friday with a 1.59% gain for the S&P 500 index, only to realize they’d been running a marathon backwards all week with…
Crypto Fund Flows Crypto funds have experienced record outflows, reflecting significant pessimism among investors in the crypto market. These massive outflows often occur before market bottoms. Image: Deutsche Bank Asset Allocation
S&P 500 Cycle Composite Based on the S&P 500 Cycle Composite forecast, an uptrend is expected to start around this time and continue through the first week of March 2025. Image: Ned Davis Research
ISABELNET Cartoon of the Day February in post-election years is like a bad hangover for bulls: the S&P 500 fell 1.42%, leaving bears to gleefully dance on the trading floor, waving party hats and shouting…
Survey – What Is the Biggest Risk to the U.S. Exceptionalism Theme? While the U.S. economy has shown resilience, a recent survey highlights sticky inflation as the biggest risk to U.S. exceptionalism. Image: Goldman Sachs…