Valuation – S&P 500 NTM P/E Investors pay a higher earnings multiple for the S&P 500 market cap-weighted index than for the equal-weight index, reflecting their preference for the growth potential and market dominance of the largest companies within the index. Image: Morgan Stanley Research
S&P 500 Target Based on projected U.S. economic expansion and strong earnings growth, Goldman Sachs expects the S&P 500 to reach 6,500 by late 2025. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Canada is not for sale – it’s a country, not a clearance item at a department store! And its price tag reads: “Priceless – and not negotiable!”
Global Stocks – MSCI ACWI Index Global stocks, driven by strong bullish momentum, have broken trend resistance, potentially paving the way for further gains in the near term. Image: Bloomberg
Equity Positioning Across Sectors Recent data confirms robust positioning in mega-cap growth and technology sectors, reflecting sustained investor confidence. Image: Deutsche Bank Asset Allocation
University of Michigan 1-Year Inflation Expectations by Political Affiliation U.S. household inflation expectations are characterized by high volatility and are sensitive to recent price changes, particularly in gas prices. Additionally, political bias can heavily influence these expectations. Image: J.P. Morgan Asset Management
S&P 500 Performance The S&P 500 surged 2.91% last week, its best performance since November’s presidential election, setting a positive tone for the Trump’s inauguration. Historical data suggests potential continued market strength in the coming months. Image: Bloomberg
S&P 500 Gains Between 8-10% Are Quite Rare Historical data since 1950 suggests that investors can expect more upside potential for the S&P 500 in 2025, as it rarely offers average returns over a given year. Image: Carson Investment Research
U.S. Money Market Fund Assets U.S. money market fund assets hit a new all-time high of $8.2 tn, reflecting a continued trend of investors seeking safety and yield. Image: Goldman Sachs Global Investment Research
U.S. 10-Year Treasury Term Premium The increasing term premium suggests investors require greater compensation for longer-term bonds, reflecting heightened interest rate and inflation risks associated with extended durations. Image: Morgan Stanley Wealth Management
Energy Prices vs. Fed Rate Cuts Energy prices have historically risen after the Federal Reserve begins cutting interest rates. Image: MarketDesk Research