Investor Sentiment – U.S. Market Greed/Fear Index With a current value of 64.06, the Market Greed/Fear Index indicates a moderate level of greed among investors, well away from the extreme greed zone. Image: Real Investment…
S&P 500 Target Goldman Sachs maintains its forecast for the S&P 500 to reach 6,500 by the end of 2025, driven by continued U.S. economic expansion and strong earnings growth. Image: Goldman Sachs Global Investment…
Insider Transactions Ratio The Insider Transactions Ratio has returned to bullish territory, suggesting renewed optimism among corporate insiders and potentially signaling a positive outlook for the market. Image: Barron’s
S&P 500 Buybacks S&P 500 companies are projected to reach a historic milestone of $1 trillion in stock buybacks in 2025, signaling continued strength in share repurchases. Image: Deutsche Bank Asset Allocation
Gold Price Forecast Citing strong central bank demand, Goldman Sachs has increased its gold price forecast for the end of 2025 to $3,100 per ounce, with potential to hit $3,300 if economic uncertainties, especially around…
ISABELNET Cartoon of the Day The S&P 500’s 1.47% increase last week hasn’t dampened bears’ endless pessimism. Meanwhile, bulls are too busy celebrating a 4.11% year-to-date gain, including dividends! Have a Great Day, Everyone! 😎
CTAs Exposure to Equities At the 85th percentile, the current CTA equity allocation indicates a robust positioning without reaching extreme levels. Image: Deutsche Bank Asset Allocation
Europe Equity Fund Flows European equity funds have experienced a surge in inflows, reaching a two-year high and indicating a notable shift in market sentiment. Image: Deutsche Bank Asset Allocation
S&P 500 and Combination of Forward PE, VIX, Bullish Sentiment The Euphoriameter indicator, which combines forward P/E ratio, smoothed survey sentiment, and equity risk pricing, reached its peak in November 2024. This suggests a shift…
Median 2-Week S&P 500 Returns The S&P 500 has a historical tendency to underperform during the latter half of February, influenced by a combination of seasonal market patterns and shifting investor sentiment. Image: Goldman Sachs…
Proportion of S&P 500 Beating Earnings Estimate The proportion of U.S. companies exceeding earnings estimates increased in Q4 2024, remaining well above the historical average. This reflects ongoing positive trends in corporate earnings. Image: Deutsche…