Gold Price vs. Gold Composite FX Breadth Indicator Gold’s role is shifting: it’s no longer just a safe haven but a cornerstone of monetary stability as central banks keep adding to their reserves in an… Fonte: Publicado automaticamente em 05/02/2026…
S&P 500 Forward Earnings Estimates Improving earnings fundamentals in the S&P 500 are keeping investors cautiously optimistic, as faster growth fuels confidence in another year of equity gains. Image: Real Investment Advice Fonte: Publicado automaticamente em 05/02/2026 07:00
Bloomberg’s Global 60/40 Equity/Fixed Income Portfolio The global 60/40 portfolio has hit a record high, showing fresh momentum and reaffirming its role as a cornerstone for investors seeking balance and steady long-term gains. Image: Deutsche… Fonte: Publicado automaticamente em 04/02/2026…
MSCI World Performance vs. U.S. Dollar Index The link between the US dollar and global equities is often decisive. A softer dollar usually lifts stock markets worldwide, while a firmer one tends to weigh them… Fonte: Publicado automaticamente em 04/02/2026…
Revisões de EPS Revisões de EPS ascendentes no S&P 500, STOXX 600 e TOPIX apontam para um otimismo mais forte para o crescimento dos lucros em 2026. Imagem: Goldman Sachs Global Investment Research Fonte: Publicado automaticamente em 04/02/2026 11:00
Valuation Ranges of MSCI World Styles Indices Across markets and styles, valuations remain lofty amid AI-driven optimism and market concentration, forcing investors to pick their spots carefully. Image: Goldman Sachs Global Investment Research Fonte: Publicado automaticamente em 04/02/2026 10:00
Gold to S&P 500 Ratio Gold’s outperformance has pushed the Gold-to-S&P 500 ratio to its highest since 2013, signaling a defensive shift but not yet the kind of rush to safety seen during crisis years…. Fonte: Publicado automaticamente em 04/02/2026…
Factset S&P 500 Annual Bottom Up EPS Actual and Estimates Os analistas continuam aumentando suas chamadas de ganhos para 2026 e 2027, e isso está dando ao S&P 500 outro impulso. Com as esperanças de lucro crescendo, os touros… Fonte:…
Margin Debt as Percentage of M2 (Measure of Leverage) Leverage lifts returns when markets climb but reveals the weak spots when sentiment turns. Margin debt, as a share of the money supply, now stands at… Fonte: Publicado automaticamente em 04/02/2026…
Surpresas econômicas globais e dos EUA As surpresas econômicas globais subiram para uma alta de dois anos, com os EUA ganhando impulso, um mix que geralmente é um bom presságio para ações e crédito no curto prazo. Image: Société… Fonte:…
