Sentiment – Risk Appetite and Expected U.S. Equity Market Performance In December, U.S. equity investors’ risk appetite rose to its highest level since April 2021, with expectations of continued gains in U.S. equities through 2025.…
U.S. Consumers – Stock Prices and Income Expectations U.S. consumers are experiencing a notable rise in optimism regarding stock market returns for the next 12 months, but this may lead to disappointment as their outlook…
Median Real Net Worth by U.S. Income Quantiles Recovering 2007 levels of median real net worth across all U.S. income quantiles took 15 years—a remarkably long time. Image: Deutsche Bank
GS U.S. Financial Conditions Index Financial conditions in the U.S. are showing signs of easing, contributing to a more favorable environment for economic growth. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day If bears are feeling sick about the S&P 500’s record highs, they should try some bullish medicine! Have a Great Day Everyone! 😎
Valuation Metrics S&P 500 valuation metrics remain elevated by historical standards, raising concerns about potential market overvaluation. Image: Goldman Sachs Global Investment Research
S&P 500 Price Target With a target of 7,100 for the S&P 500 by end-2025, Oppenheimer Asset Management leads Wall Street’s bullish forecasts, attributing the rise to AI progress, robust consumption, and favorable monetary conditions.…
CTAs Exposure to Gold CTAs’ positive attitude towards gold reflects their confidence in its potential for value appreciation and its role as a hedge against inflation and financial uncertainties. Image: Deutsche Bank Asset Allocation
Cumulative Sector Flows Despite concerns of potential overvaluation, investor optimism and confidence in the tech sector remain robust, driving significant inflows. Image: J.P. Morgan Equity Derivatives Strategy
U.S. CPI Inflation While U.S. inflation echoes the 1970s, different forces are at play. However, the prospect of 2025 tariffs and other economic policies warns against complacency. Image: Deutsche Bank
ISABELNET Cartoon of the Day Bulls are celebrating like it’s 1999 again, but this time with stronger earnings and fewer illusions! It’s already Wednesday, Happy “Hump” Day Everyone! 🐫🐪😎