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Still Betting on US Consumers
Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
Forward Earnings
11 posts
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An Earnings-Led Meltup For Stocks?
We are often asked if the current bull market in stocks has turned into a meltup that could soon be…
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Small, Medium, and Large Cap Stocks
The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut…
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Break Out The Bubbly: Lots Of New Record Highs
The S&P 500 and Dow Jones Industrial Average closed at records today. Leading the charge were technology stocks.…
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The Oscar For The Best Leading Economic Indicator
There have been numerous misleading economic indicators signaling a recession since the Fed started tightening monetary policy in early 2022.…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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Remaining Zen About The Yen
BREAKING NEWS: Deputy BOJ Governor Uchida said that the central bank won't raise interest rates when markets are…
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An Earnings-Driven Bull Market
Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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S&P 500's Blue Angels Are Climbing Again
Our Blue Angels analysis multiplies the weekly forward earnings of the S&P 500/400/600 by forward P/…
