Between 2015 to 2023, the U.S. added more than 4x more new homeowner households than we did renter households. This is an important datapoint that has gone largely ignored by policymakers and headlines fearmongering about the U.S. becoming a "renter nation" due to investor purchases of single-family homes.

By: Jay Parsons

While the S&P 500 and NASDAQ 100 hits fresh ATHs yesterday, overly concentrated market leadership remains a concern.

By: Oliver Loutsenko

Mag7 stocks have added $2.3 trillion in market cap in Q2 so far... while the 493 other stocks in the S&P 500 have lost $720 billion...

By: Charles-Henry Monchau, CFA, CMT, CAIA

Two cash indicators are showing extremes: on one end, mutual fund managers have the lowest level of cash on their portfolios since mid 2021 (see chart above).

By: Gustavo A. Cano

The first quarter of the 21st century belongs to the ETF.

By: Gustavo A. Cano

We raise our S&P 500 year-end target from 5200 to 5600 (+3% from current level) driven by milder-than-average negative earnings revisions and a higher fair value P/E multiple (from 19.5x to 20.4x).

By: David Kostin

Analysts still expect double-digit earnings growth for the S&P 500 this year and next.

By: Daily Chartbook

US dividend growers are down nearly 20% relative to the S&P 500 over the past 12 months.

By: Lev Borodovsky

At 8.17 U.S. dollars, Switzerland has the most expensive Big Macs in the world, according to the January 2024 Big Mac index. Concurrently the cost of a Big Mac was 5.69 dollars in the U.S., and 5.87 U.S. dollars in the Euro area.

By: Charles-Henry Monchau, CFA, CMT, CAIA

For inflation to keep falling, the labor market must continue to cool.

This chart makes me worried.

By: Peter Berezin