Analysts' forecasts present a high bar for S&P 500 companies to hurdle in 2Q for the first time since 2021. Companies posted growth 3x faster than expected last quarter and 7x expectations in the prior quarter, when analysts were forecasting low-single-digit growth

By: Gina Martin Adams

FX volatility, the US dollar and political uncertainty all tend to rise going into the election month. A change of the ruling party, more than anything else, could spark FX volatility.

By: Boris Kovacevic

"The forward 12-month P/E ratio is 21.2, which is above the 5-year average (19.3) and above the 10-year average (17.9)."

By: Daily Chartbook

10 largest names in S&P 500 now account for nearly 37% of the index in terms of market cap … highest concentration since 1972 per Ned Davis Research

By: Liz Ann Sonders

Much has been written lately about the poor breadth and high concentration of the US equity market. The biggest 10 stocks account for more than 30% of the index market cap and in some cases each of the top three are bigger than developed stock exchanges such as London or Frankfurt. But, what is the path to normality?

By: Gustavo A. Cano

This is a fascinating visual on market breadth that I haven't seen before quite in this way.

By: Matthew D’Alto

💪The US Government Has Played A Big Part In Keeping The Economy Out Of Recession

By: Stephane Renevier, CFA

"Stocks Go Up Over the Long-Term"

By: Topdown Charts

SUMMARY OF FED CHAIR POWELL'S COMMENTS (7/2/24):

1. The trend of disinflation appears to be resuming

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

US Equity Sector Weights UPDATE

By: Topdown Charts