U.S. ISM Services Prices Paid Index vs. U.S. CPI Inflation (Leading Indicator) The U.S. ISM Services Prices Paid Index tends to move ahead of U.S. CPI inflation by about three months, making it a useful… Fonte: Publicado automaticamente em 15/04/2026…
Mega-Cap Growth & Tech (Market Cap and Earnings) The tech pullback has left a bigger disconnect from earnings expectations. Once the mood shifts, risk appetite could roar back and drive stocks sharply higher. Fundamentals haven’t… Fonte: Publicado automaticamente em 15/04/2026…
A evolução do S&P 500 Consensus Earnings Optimism está crescendo em Wall Street. Os analistas elevaram suas previsões de lucros de baixo para cima do S&P 500 para o segundo trimestre de 2026, apostando em um impulso de lucro corporativo…
Gold Futures Positioning Despite the drop in gold prices in March, futures positioning held steady, suggesting that investors were buying downside protection rather than making a strong directional bet. Image: Deutsche Bank Asset Allocation Fonte: Publicado automaticamente em 14/04/2026 09:00
S&P 500 Up 7 Days in a Row and Up >7% After seven straight days of gains and a jump of more than 7%, history points to more good news ahead: median six‑month gains of… Fonte: Publicado automaticamente em 14/04/2026…
S&P 500 Forward Returns After Extreme AAII Bearish Sentiment Peaks Since 1990, when the AAII bearish sentiment exceeded 45%, as it did recently, the S&P 500 has delivered strong 12‑month gains, averaging more than 18%…. Fonte: Publicado automaticamente em 14/04/2026…
Equity Positioning and S&P 500 EPS Growth Equity positioning is bracing for a sharp earnings slowdown, but recent data are undermining that story. If the gloom fades, risk appetite may rebound fast and lift stocks…. Fonte: Publicado automaticamente em 13/04/2026…
S&P 500 Performance Since October 2025 The S&P 500 has moved back into the pre-conflict trading band. That said, the index has still been reacting to headlines, so the range looks more like a cautious… Fonte: Publicado automaticamente em 13/04/2026…
S&P 500 Index Returns In April Even with the Middle East conflict clouding the seasonal backdrop, April has historically been a strong month for U.S. equities, averaging positive returns since 1950. Image: Carson Investment Research Fonte: Publicado automaticamente em 13/04/2026…
S&P 500 Average Return after Recapturing 200-Day Moving Average from Below History favors the bulls: when the S&P 500 has dropped below and regained its 200‑day moving average since 2000, it has averaged a 15%… Fonte: Publicado automaticamente em 13/04/2026…
