🇺🇸 S&P 500 Last Thursday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.33%. The model gauges if the market is leaning bullish, bearish or neutral. Subscribe on 👉 isabelnet.com

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📌 Tokenized Assets Tokenized real-world assets are finally gaining traction, but their share of the more than $100 trillion US investable asset universe remains negligible. Adoption is only just getting started 👉 isabelnet.com/blog/ @DeutscheBank #equity #bonds #token

🇺🇸 Economy Two Fed rate hikes are in Deutsche Bank's forecast. The bank sees the US economy holding up through 2028 and expects a 25 bps hike in December 2026 and another in March 2027 👉 isabelnet.com/blog/ @DeutscheBank #Fed #rates #GDP #cpi

📌 Valuations US and global stocks remain expensive. But with earnings still climbing and companies beating expectations, that premium looks less like a red flag and more like the cost of staying invested 👉 isabelnet.com/?s=valuation @GoldmanSachs $spx #spx #MSCI #equity #stocks

📌 Correlations The S&P 500's one-year correlations are 0.29 with the 10-year US Treasury yield, 0.44 with gold, and -0.35 with WTI crude oil, a mix that offers useful guidance for asset allocation 👉 isabelnet.com/blog/ @GoldmanSachs $spx #spx #stocks $gold #bonds

🇺🇸 Recession The probability of US recession in 12 months, calculated from the yield curve, stands at 11.4%, leaving the expansion narrative firmly in play. For now, the cycle still has legs 👉 isabelnet.com/?s=recession #yieldcurve #economy #GDP #growth #economics #recession

🇺🇸 S&P 500 The S&P 500 has become top-heavy. Its 10 largest stocks now account for 40% of the index and 37% of its earnings, leaving the benchmark increasingly at the mercy of a few companies 👉 isabelnet.com/?s=S%26P+500 @GoldmanSachs $spx #spx #stocks #equity #earnings

🇺🇸 Valuations Energy remains cheap, while Industrials, Healthcare, and Consumer Staples have little room for error 👉 isabelnet.com/?s=valuation @GoldmanSachs $spx #spx #stocks #equity #stockmarket

📌 EPS Earnings are holding up, and analysts still see room to lift estimates. The Street is betting AI can boost margins without sending capex soaring 👉 isabelnet.com/blog/ @GoldmanSachs $ACWI #earnings #equity #stocks

📌 Gold Goldman Sachs is sticking to its $5,400 gold forecast for the end of 2027. Rising demand and tight supply are keeping the upside case alive for gold and copper 👉 isabelnet.com/?s=gold @GoldmanSachs $gld $gold #gold #gld $xau #xau #copper

🇺🇸Real Yield The US 10-year real yield is well above its 1.6% average since 1990. Rising earnings may keep stocks from falling, but higher real yields are limiting multiple expansion and leave valuations exposed if growth disappoints 👉isabelnet.com/blog/ h/t @LanceRoberts

📌 Subscriber Access The #stockmarket bull and bear indicator, the short- & long-term forecasts, the #valuation & ERP charts have been updated on 👉 isabelnet.com/ #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $DJIA #spx $spy #stocks $spx