S&P 500 Index Average Intra-Year Drawdown During Midterm Elections Os anos de meio de mandato muitas vezes abalam a confiança em Wall Street. O S&P 500 geralmente cai 18% em algum momento durante o ano, mas essas recessões tendem a…
S&P 500 Total Returns After Crossing Into the 9th and 10th Deciles of Valuation U.S. equities have a history of pushing higher despite lofty valuations. While nervous talk of a tech bubble persists, analysts point… Fonte: Publicado automaticamente em 16/01/2026…
U.S. M2 Money Creation by Year All signs point to a 2026 liquidity wave: bigger money funds, solid bank credit, and $40 billion a month from the Fed in T‑bill buys. That could juice reserves, pump… Fonte: Publicado automaticamente em 16/01/2026…
Fed Funds Rate and Fed Funds Futures Lower tariff rates and a dovish shift at the Fed could set the stage for rate cuts below 3.5% by year‑end, assuming inflation keeps drifting toward target and… Fonte: Publicado automaticamente em 16/01/2026…
S&P 500 Annual Rate of Change vs. Annual Change in GAAP Earnings The S&P 500 usually moves with earnings, so grounding an investment strategy in profit growth and consistency in 2026 looks like a smart… Fonte: Publicado automaticamente em 16/01/2026…
Folhas de pagamento e recessões dos EUA O crescimento da folha de pagamento dos EUA raramente cai tão baixo sem uma recessão. Ele desacelerou acentuadamente no final de 2025, mas os analistas esperam uma recuperação este ano, à medida que…
Hyperscaler Quarterly Capex Growth Hyperscalers may soon hit the brakes on capital spending, potentially hurting valuations. But in doing so, they risk ceding ground in the AI race, where fierce competition and tight supply chains… Fonte: Publicado automaticamente em 15/01/2026…
Magnificent Seven Stocks – Projected Gain or Decline Over the Next 12 Months Analysts expect the Magnificent 7 to remain the main engine of S&P 500 earnings growth in 2026, with forecasts calling for solid… Fonte: Publicado automaticamente em 15/01/2026…
S&P 500 YoY EPS Growth The median S&P 500 company is expected to post 7% yoy EPS growth in Q4 2025, pointing to firmer earnings momentum and a brighter short‑term outlook. Image: Goldman Sachs Global… Fonte: Publicado automaticamente em 15/01/2026…
U.S. Corporate Profits as % of Real GDP U.S. corporate profits are running far ahead of real economy growth, reaching the widest gap on record. History shows that such divergences rarely last once markets face… Fonte: Publicado automaticamente em 15/01/2026…
