Wealth and Spending by Income Quintile in the U.S. The middle 60% of Americans control just 26% of the nation’s wealth but account for more than half of all spending. Whether they can keep it…

Discretionary Investors Equity Positioning vs. S&P 500 EPS Growth Discretionary investors are bracing for a sharp slowdown in earnings growth that’s increasingly hard to square with the data. If that gloom lifts, risk appetite could…

U.S. Consumer Inflation Expectations U.S. households aren’t convinced the Fed has inflation under control. Expectations for the next year sit above the 2% goal, and longer-term views hover near 3%. Could easing too fast entrench…

S&P 500 2026 Target Oppenheimer Asset Management expects the S&P 500 to surge 18% next year, lifting the index to 8,100 by end-2026 as solid growth, resilient earnings, and looser monetary policy keep the rally…

S&P 500 2026 Price Target Major banks see the S&P 500 averaging 7,500 by the end of 2026, roughly 10% above current levels. Deutsche Bank is the most bullish, calling for 8,000 as earnings broaden…

S&P 500 Buybacks S&P 500 buybacks have cooled in recent months, but the slowdown looks more like a breather after record highs than a sign of lasting weakness, with many analysts betting on a rebound…

S&P 500 vs. Bitcoin Bitcoin usually tracks risk assets like equities, but in 2025 it broke away from the U.S. stock rally, surprising traders who expected a lift from President Donald Trump’s pro‑crypto stance and…

ISM Composite Index vs. Recessions The economically weighted ISM composite paints a picture of moderation. Growth has cooled, not cracked. Image: Real Investment Advice

S&P 500 Returns After Down >15% YTD and Comes Back to Up Double Digits Momentum favors the bulls. Each time the S&P 500 has dropped more than 15% but roared back to finish the year…

The Largest Cumulative Losses Before Young/Start-Up Companies Turned a Profit As OpenAI’s revenue rises, the question looms: can it reach profitability by 2029 while spending so heavily to fuel the AI race? Image: Deutsche Bank

U.S. Valuations: PE10 Ratio The PE10 ratio points to U.S. mid- and small-cap stocks as a valuation sweet spot and potentially poised for better future returns than large caps. Image: Topdown Charts