As avaliações e as ações da Dow Jones nos EUA estão sendo negociadas como se nada pudesse dar errado, com avaliações em território que tem o hábito de terminar mal. Cronometrar o turno é sempre complicado, mas quando os mercados…
Returns – S&P 500 Price Index and Implied Trend Growth Rate The S&P 500 sits squarely in the middle of its post-GFC trend channel, hardly stretched, but far from a bargain. Image: Deutsche Bank Fonte: Publicado automaticamente em 29/04/2026 08:00
S&P 500 Average Monthly Returns Since 1950 Since 1950, May has been a dead spot for U.S. stocks. The market typically finds its footing in June and July, only to see momentum fade as August… Fonte: Publicado automaticamente em 29/04/2026…
Retornos Indexados de Portfólios Relacionados à IA vs. Equal-Weight S&P 500 O rali de IA ainda está sendo impulsionado por vencedores de infraestrutura, com gigantes de chips, construtores de data centers e plataformas em nuvem lucrando enquanto nomes de software…
S&P 500 Trend Channel The S&P 500 remains below the upward trend channel that has been in place since October 2022, leaving scope for a push higher. Not there yet, but upside is still on… Fonte: Publicado automaticamente em 28/04/2026…
Discretionary Positioning and Earnings Growth Discretionary positioning still lags earnings growth, leaving room for the rally to keep pushing higher as long as revisions hold and macro risks stay contained. More equity exposure could follow…. Fonte: Publicado automaticamente em 28/04/2026…
S&P 500 Index Returns Past 10 Years (May – October) May-October is often seen as the weaker stretch for the S&P 500, but the track record tells a different story. Over the past decade, the… Fonte: Publicado automaticamente em 28/04/2026…
U.S. Tech Sector Share Buyback Announcements There’s no sign of a pause in U.S. tech buybacks, as strong earnings keep the pipeline active. That’s a tailwind for shareholders, and as long as profits hold up,… Fonte: Publicado automaticamente em 27/04/2026…
S&P 500 – The 1980 – 2000 Secular Bull Market Versus The Current One The S&P 500 has been climbing for years, but longevity alone does not signal the finish. The prior secular bull market… Fonte: Publicado automaticamente em 27/04/2026…
S&P 500 Performance During Trump Years The S&P 500 under President Trump has tended to struggle early in the year, typically bottoming in late March. If history rhymes, the rest of 2026 may favor upside,… Fonte: Publicado automaticamente em 24/04/2026…
