🇺🇸 S&P 500
Last Monday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.41%.
The model gauges if the market is leaning bullish, bearish or neutral.
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📌 Equity
Tech positioning remains well below what expected earnings growth would suggest. That gap leaves room for a catch-up trade
👉 isabelnet.com/blog/
@DeutscheBank $spx #spx #stocks #equity #earnings
📌 Equity
At the 41st percentile, consolidated equity positioning is neutral for now, with room to add risk if sentiment improves
👉 isabelnet.com/?s=equity
h/t @DeutscheBank $spx #spx #sp500 #equity #stocks
📌 Stocks
A brighter growth outlook tends to lift cyclical stocks, while defensive stocks can help cushion portfolios when the economy slows. Right now, cyclicals relative to defensives are sliding sharply
👉 isabelnet.com/blog/
h/t @GoldmanSachs #equity #stocks $spx #spx
🇺🇸 Stocks
Since 2022, traders have steadily built bearish bets on US stocks. If momentum flips, those positions could quickly become fuel for a rally
👉 isabelnet.com/blog/
h/t @DeutscheBank $spx #spx $qqq $rut #equity #stocks
📌 MCG Tech
Positioning in mega-cap growth and large-cap Tech has cooled from its highs, returning to neutral territory at the 33rd percentile
👉 isabelnet.com/blog/
@DeutscheBank $spx #spx #tech #sp500 $qqq #stocks #equity
🇺🇸 Valuations
High valuations haven't cooled demand for US stocks. The Nasdaq 100 trades at 22 times forward earnings, the same as the Russell 2000 and above the S&P 500 at 19 times
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@GoldmanSachs $rut $qqq $spx #spx #stocks #equity
🇺🇸 S&P 500
Midterm season has often been kind to US stocks: The S&P 500 rose in 21 of the past 23 midterm cycles, from one month before Election Day to two months after. The median gain was 7%
👉 isabelnet.com/?s=S%26P+500
h/t @DeutscheBank $spx #spx #equity #stocks
🇺🇸 S&P 500
Goldman Sachs is holding to its S&P 500 targets: 8,000 by year-end and 8,700 over the next 12 months. Earnings growth, not multiple expansion, is expected to power the rally
👉 isabelnet.com/?s=S%26P+500
@GoldmanSachs $spx #spx #sp500 #stocks #equity
🇺🇸 S&P 500
October's final week has often been kind to US stocks. Late-month lows are nothing new, and deeply bearish sentiment could set the stage for another buying opportunity
👉 isabelnet.com/?s=S%26P+500
h/t @RyanDetrick $spx #spx
🇺🇸 Sentiment
At 53.30, the Greed and Fear Index is neutral, with little sign of either panic or euphoria. If the market holds up through earnings season, investors could start adding risk in the weeks ahead
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h/t @LanceRoberts $spx #spx #stocks #equity
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#sp500 #nasdaq #dow #dowjones $DJIA #spx $spy #stocks $spx
ISABELNET retweeted
🇺🇸 S&P 500
Two Fridays ago, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.59%.
The model gauges if the market is leaning bullish, bearish or neutral.
Subscribe on👉 isabelnet.com
ISABELNET retweeted
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🇺🇸 S&P 500
Rising real yields have compressed the S&P 500's multiple. If bond yields hold near current levels, stocks could keep climbing higher
👉 isabelnet.com/?s=S%26P+500
@GoldmanSachs $spx #spx #stocks #equity #yields #rates
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📌 Gold
Gold buying by central banks has eased, but official-sector demand remains historically strong, helping diversify reserves and support prices
👉 isabelnet.com/?s=gold
@GoldmanSachs $gld $gold #gold #gld $xau #xau
ISABELNET retweeted
🇺🇸 GDP
Goldman Sachs sees little evidence of a meaningful US slowdown, forecasting growth of 2.3% in 2026 and 2.2% in 2027, broadly in line with consensus. A resilient labor market is helping keep activity on track
👉 isabelnet.com/blog/
@GoldmanSachs #GDP #growth $spx #spx




















