U.S. Stock Market Valuations – Combined P/E Ratio High P/E ratios in U.S. tech stocks reflect both their potentially high valuations and investors’ overly optimistic dreams of future growth. Image: Topdown Charts

Median 2-Week S&P 500 Returns Bulls are buzzing with excitement again, probably because they just heard that the last two weeks of December are historically a strong period for U.S. stocks—like cats who’ve just discovered…

DM Economies Real GDP and Working Age Population CAGR The working-age population plays a pivotal role in driving economic growth and productivity. However, many developed nations face a projected decline in this demographic, potentially hindering…

ISABELNET Cartoon of the Day Holding a long position in the S&P 500 throughout 2024 has been remarkably profitable so far, generating a total return of 28.55% including dividends. Have a Great Weekend Everyone! 😎

Inflation – U.S. Core PCE and Forecasts U.S. core PCE inflation is expected to have decelerated significantly in November, reinforcing expectations that the Fed’s monetary policy is effectively controlling inflation. Image: Nomura

U.S. 10Y-3M Yield Curve For the first time since 2022, yields on U.S. 10-year Treasury notes have surpassed those of three-month bills, indicating a potentially positive outlook for U.S. stocks, particularly when a recession is…

S&P 500 Price Target Morgan Stanley’s bull case scenario predicts the S&P 500 could reach 7,400 by the end of 2025, representing significant gains from current levels. Image: Morgan Stanley Wealth Management

S&P 500 Earnings and Estimates The optimistic earnings growth projections for 2025 must be considered in light of current high valuations and market concentration, underscoring the importance of investor vigilance. Image: Real Investment Advice

S&P 500 2025 Price Target Fundstrat’s Tom Lee forecasts a bullish first half of 2025, with the S&P 500 expected to hit 7,000 by mid-year before falling to 6,600 by year-end, due to potential impacts…

Instances S&P 500 Annual Return >=+20% for Two Consecutives Years The S&P 500 rarely experiences back-to-back annual returns of 20% or more, but when it does, the following year tends to see a strong first…

S&P 500 Cycle Composite The S&P 500 Cycle Composite forecasts a robust performance in the first half of 2025, followed by a pullback in the third quarter, and concludes with a year-end rally. Image: Ned…