Fed Funds Rate – 2026 Year-End Rate Levels Expectations Deutsche Bank’s latest poll of 40 global market participants shows expectations for the fed funds rate at end-2026 anchored near 3.2%, regardless of whether Powell keeps…
Cyclicals vs. Defensives – 12-Month Forward P/E Premium Cyclical stocks are leading the way in 2025, leaving defensives behind as optimism returns to markets. In the U.S., that surge has lifted cyclicals to a valuation…
Different Market Sentiment Indicators Risk appetite stays intact, and the tone is starting to turn risk-on again, fueled by strong global equity flows. Image: Goldman Sachs Global Investment Research
Consumer Sentiment Index and Subsequent 12-Month S&P 500 Returns Historically, sharp drops in consumer sentiment have tended to precede strong stock market rallies, often turning pessimism into a springboard for future gains. Image: J.P. Morgan…
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…