Performance of U.S. vs. Rest of World Equities Investing in U.S. corporations is like betting on a horse that always finishes the race—sure, it might stumble, but it usually crosses the finish line ahead of the pack! Image: BlackRock Investment Institute
U.S. High Yield Spreads Having tight credit spreads is like being on a rollercoaster with no safety bar—looks fun until you realize you should’ve paid more attention! Image: Bloomberg
Arithmetic Average Annual Real Return of S&P 500 over Different Periods U.S. equity investors often look to long-term historical stock market returns as a benchmark, wondering if current returns will revert to their historical averages. Image: Real Investment Advice
S&P 500 2025 Target Despite lofty valuations, Wells Fargo sees the S&P 500 as the next 007, with a mission to reach 7,007 by 2025, driven by a strong economy and the Fed playing Q with rate cuts! Image: Bloomberg
Gold Price Forecast Goldman Sachs has revised its gold forecast, now expecting prices to reach $3,000 per ounce by mid-2026, while anticipating a short-term decline due to easing tariff uncertainties. Image: Goldman Sachs
ISABELNET Cartoon of the Day With the S&P 500 skyrocketing, bulls are happier than a kid with a new puppy—let’s just hope bears don’t start throwing tantrums like toddlers who can’t have their favorite candy! Happy Friday, Everyone! 😎
S&P 500 Index Around Election Day – 2016 vs. 2024 Trump’s 2024 win sparks investor optimism, reminiscent of 2016, with promises of tax cuts and deregulation. Wall Street’s post-election party is so wild, even the bears are buying drinks for the bulls! Image: Ned Davis Research
Fed Funds Rate and Fed Funds Futures Deutsche Bank’s forecast for the federal funds rate is notably more hawkish compared to many mainstream projections. In light of the election results, the Fed may hold interest rates above 4% throughout 2025. Image: Deutsche Bank
Fed Funds vs. 2-Year U.S. Treasury Yield (Leading Indicator) The current 2-year U.S. Treasury yield, sitting below the fed funds rate, indicates that the Fed’s monetary policy is restrictive. Historically, the 2-year yield tends to lead the fed funds rate by approximately 20 weeks. Image: Bloomberg
ISABELNET Cartoon of the Day Bulls are gearing up for a bear hunt in 2025, armed with bullish forecasts that suggest the S&P 500 could well surpass 6,500. Have a Great Day, Everyone! 😎
U.S. Effective Tariff Rate The economic effects of tariffs in the U.S. are significant, with each 1% increase in the effective tariff rate leading to a 0.1% rise in prices and a 0.05% decrease in GDP. Image: Goldman Sachs Global Investment Research