ISABELNET
@ISABELNET_SA
Advanced Stock Market Forecast for Professionals & Individuals available on • 95% Correlation since 1970 • R² = 0.90 • Tweets ≠ Advice
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🇺🇸 S&P 500
Tuesday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.28%.
The model gauges if the market is leaning bullish, bearish or neutral.
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📌 Read the Daily Blog on the Website
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🇺🇸 GDP
The New York Fed trimmed its Q4 2026 US GDP Nowcast to 2.82% from 2.83%, leaving the growth outlook virtually unchanged
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h/t @NewYorkFed #recession# #GDP# #realGDP# #economy#
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📌 Equity
Vol-control funds are stretched at the 98th percentile, leaving them close to max long with little firepower for another round of buying. A volatility spike could leave them exposed
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@DeutscheBank #funds# #volatility# $spx #spx#
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🇺🇸 Building Permits
In September, US building permits declined to 1.400 million. Historically, building permits tend to peak and then decline prior to economic recessions
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#recession# #housing# #houses# #homebuyers# #homesales# #realestate#
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🇺🇸 Growth
US stocks are turning more defensive as months of elevated interest rates cloud the growth outlook
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h/t @GoldmanSachs $spx #spx# #GDP# #growth#
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📌 Small Caps
Small-cap positioning remains very light, sitting in the 16th percentile. Any pickup in investor interest could leave plenty of room to add risk
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h/t @DeutscheBank $rut $IWM #stocks# #equity#
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🇪🇺🇺🇸Performance
Europe has plenty of problems and plenty of pessimists. But European assets have outperformed US markets over the past two years. Sometimes markets don't get the story right
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h/t @bcaresearch $spx #spx# #stocks# #equity# #stoxx600# #Europe#
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🇺🇸 S&P 500
With US equities priced for perfection, the next five years could deliver slimmer returns. The businesses are exceptional, but price still matters. Even great stocks can disappoint when investors pay too much
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@JPMorganAM $spx #spx# #stocks#
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🇺🇸 S&P 500
The S&P 500 is climbing, but not every stock is along for the ride. As correlations fall, investors are getting more selective and looking harder at fundamentals
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@GoldmanSachs $spx #spx# #sp500# #stocks# #equity# #stockmarket#
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🇺🇸 Valuation
Since October 2025, rising earnings estimates have pulled the S&P 500's forward P/E down from 23 to 19, despite rising prices. The multiple is now at its 10-year average. Cooler, yes. Cheap, not yet
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@GoldmanSachs $spx #spx# #stocks# #equity#
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🇺🇸 Yields
Bond yields can surge, but they rarely stay at their highs. Since 1990, every peak has been followed by a pullback
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h/t @LanceRoberts #bonds# #yield# #yields# #treasuries# #rates#
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📌 Subscriber Access
The #stockmarket# bull and bear indicator, the short- & long-term forecasts, the #valuation# & ERP charts have been updated on
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#valuations# #markets# #investing# #equity#
#sp500# #nasdaq# #dow# #dowjones# $DJIA #spx# $spy #stocks# $spx
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🇺🇸 S&P 500
Monday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.41%.
The model gauges if the market is leaning bullish, bearish or neutral.
Subscribe on 👉
Show more
📌 Read the Daily Blog on the Website
👉
📌 Bonds
CTAs have little appetite for rates risk, with bond allocations in the fourth percentile. Fixed income remains out of favor
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h/t @DeutscheBank #yield# #yields# #treasuries# #bonds#
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🇺🇸 Productivity
AI has not yet sparked an economy-wide productivity surge in the US. Adjusted for utilization, total factor productivity growth was flat in Q2
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h/t @bcaresearch #ai# #productivity# #GDP#
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🇺🇸 S&P 500
Goldman Sachs sees the S&P 500 reaching 8,000 by year-end and 8,700 over the next 12 months. The engine will be earnings growth, not multiple expansion
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@GoldmanSachs $spx #spx# #sp500# #stocks# #equity#
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🇺🇸 Valuations
The equal-weight index trades at 16 times forward earnings, versus 19 times for the benchmark. It's no bargain, but the valuation gap may give investors a more attractive entry point
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@GoldmanSachs $spx #spx# #stocks# #equity# #stockmarket#
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🇺🇸 S&P 500
S&P 500 usually rallies after midterms, with gains building from months after the election into the next year
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h/t @dailychartbook $spx #spx#
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