Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM Analysts have raised their S&P 500 earnings outlook in recent weeks, with resilient profits lifting market sentiment. Image: Goldman Sachs Global Investment Research
S&P 500 Returns Around Midterm Elections The S&P 500 rose in 21 of the past 23 midterm cycles, from one month before Election Day through two months after. That window opens this week, with Election…
U.S. Real GDP Growth Goldman Sachs sees little evidence of a meaningful U.S. slowdown, forecasting growth of 2.3% in 2026 and 2.2% in 2027, broadly in line with consensus. A resilient labor market is helping…
Semiconductors: Earnings Growth vs. Prices AI demand remained robust in Q3, with several indicators pointing to more upside. Deutsche Bank expects the tailwind to boost earnings across mega-cap growth and technology stocks. Image: Deutsche Bank…
S&P 500 Up 10% to 20% YTD at the End of September History is giving the bulls a reason to stay optimistic. When the S&P 500 is up 10% to 20% by late September, it…
Performance Based on Congress Makeup – Average S&P 500 Annual Return Since 1951, U.S. stocks have averaged annual gains of 13.7% under a Republican president and 17% under a Democratic president when Congress was divided.…
Forecast of Gold Prices Goldman Sachs is sticking with its $5,400 gold target for the end of 2027. Rising rates could make the climb bumpier, but the bullish outlook may put a floor under pullbacks.…
U.S.-Listed ETF Cumulative Flows by Year More than $1.5 trillion has flowed into U.S.-listed ETFs so far this year, a record for this point in the calendar. If the buying continues, inflows could reach $2.3…
Consumer Sentiment Index and Subsequent 12-Month S&P 500 Returns Bad moods can be good news for stocks. When consumer confidence sinks, as it is today, pessimism may already be priced in, leaving markets room to…
Hyperscaler Cloud Revenue Backlogs Hyperscalers’ backlogs keep growing as cloud and AI demand accelerates. For now, the orders are there, but that’s not proof the spending will pay off. Image: Goldman Sachs Global Investment Research
Consensus EPS Growth Estimates U.S. small caps are poised to lead Wall Street’s earnings race, with profits forecast to surge 31% in 2026 and 50% in 2027. S&P 500 earnings are expected to grow 33%…