Wirtschaft/BΓΆrse - economy/stock exchange
Joined September 2017
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Jun 9
πΊπΈRecession
The market is pricing in just an 11% chance of a US recession over the next year, while Goldman Sachs puts the odds closer to 25%, above the historical average. Is the market underpricing the risk?
πisabelnet.com/?s=recession
@GoldmanSachs $spx #spx #recession #stocks
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May 29
πΊπΈ NAAIM
Active managers are all-in, with the NAAIM Exposure Index at 98.39 pointing to strong conviction in US equities. For now, momentum remains with the bulls
π isabelnet.com/?s=sentiment
#NAAIM $spx #spx #sp500 #stocks #equity #stockmarket
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Einkaufsmanagerindex fΓΌr Mai: Industrie rutscht wieder in negativen Bereich #Einkaufsmanagerindex #PMI #Dax
finanzmarktwelt.de/einkaufsmβ¦
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May 19
π Financials
Positioning in financials is still extremely light, sitting in the 7th percentile and leaving ample room to build exposure. That caution looks increasingly misplaced given the fundamentals
π isabelnet.com/blog/
h/t @DeutscheBank #financials $spx #spx #stocks
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May 18
π Risk Appetite
When risk appetite and momentum run too hot, like today, future equity returns typically fade under the weight of easy optimism
π isabelnet.com/blog/
@GoldmanSachs $spx #spx #stocks #equity #stockmarket
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May 15
πΊπΈ GDP
Markets are pricing in a steady growth path. Relative performance between cyclical and defensive sectors points to roughly 1.7% US real GDP growth, broadly in line with consensus forecasts
π isabelnet.com/blog/
h/t @GoldmanSachs $spx #spx #stocks #equity #GDP
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May 8
πΊπΈS&P 500
Over the past 50 years, the average US bull market ran for eight years and returned 288%. At just 3.5 years old and up more than 100%, this one still looks far from exhausted, leaving bears stuck in a painful squeeze
πisabelnet.com/?s=S&P 500
ht @RyanDetrick $spx #spx
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Apr 27
Europe: Flying will become more expensive.. βοΈπ°
European jet fuel prices are at a nearly four-year high
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Apr 24
πΊπΈ S&P 500
Following a powerful two-year run, the S&P 500 could bottom in the fall as markets test the new Fed chair, before pushing toward 7,700 by year-end as fundamentals improve
π isabelnet.com/?s=S&P 500
h/t @fundstrat $spx #spx
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Apr 24
πΊπΈ NAAIM
At 94.15, the NAAIM Exposure Index signals aggressive bullish positioning among active managers, reflecting rising conviction in the US equity outlook. For now, momentum remains firmly on the bulls' side
πwwwisabelnet.com/?s=sentimenβ¦
#NAAIM $spx #spx #sp500 #stocks #equity
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Apr 23
πΊπΈ S&P 500
Wednesday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 didn't disappoint, ending the day up 1.05%.
The model gauges if the market is leaning bullish, bearish or neutral.
Subscribe on π isabelnet.com
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Apr 17
πΊπΈ Nasdaq-100
A 12-day winning streak has pushed the Nasdaq-100 into rare territory. History is on the bulls' side with similar streaks leading to positive returns one year out every time since 1985, averaging 19.4%
π isabelnet.com/blog/
h/t @RyanDetrick $qqq $ndx
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US-Investmentgesellschaft: BlackRock glΓ€nzt trotz Marktschwankungen: Diese Zahlen ΓΌberraschen Anleger! | wallstreetONLINE - 14.04.2026 share.google/xirOZ7ueoQTXYMzβ¦
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Apr 14
πΊπΈEarnings
Optimism is building on Wall Street. Analysts have lifted their S&P 500 bottom-up earnings forecasts for Q2 2026, betting on stronger corporate profit momentum through the year. It's encouraging to see sentiment turning more positive
πisabelnet.com/?s=earnings
$spx
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