ISABELNET

🇺🇸 SPX Last Tuesday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 followed through, closing up 0.25% The model gauges if the market is leaning bullish, bearish or neutral. More details on the website 👉 isabelnet.com

📌 Read the Daily Blog on the Website 👉 isabelnet.com/blog/

🇺🇸 NAAIM The NAAIM index, now at 60.24, shows active managers stepping away from US equities as caution spreads across the market. Choppy sessions in recent weeks have kept sentiment on edge 👉 isabelnet.com/?s=sentiment #NAAIM $spx #spx #sp500 #stocks #equity

🇺🇸 Valuations Earnings optimism hasn't cracked, and investors are keeping most S&P 500 sectors richly priced. As long as profits keep rolling in, few seem ready to question the price tag 👉 isabelnet.com/?s=valuation @GoldmanSachs $spx #spx #stocks #equity

🇺🇸 Hyperscalers While hyperscalers are still delivering steady earnings, their free cash flow growth has sharply cooled, and that gap could prove costly, since stock performance has often mirrored free cash flow trends closely 👉 isabelnet.com/blog/ @GoldmanSachs $spx #tech

🇺🇸 Sentiment At 17 on the Fear & Greed Index, extreme fear still dominates. Some market participants are already panicking, while contrarians are starting to smell opportunity. Extreme fear often sets the stage for strong rebounds 👉 isabelnet.com/?s=sentiment @CNNBusiness $spx

📌 Earnings Analysts' sentiment on S&P 500 earnings has cooled slightly in recent weeks but remains positive overall amid ongoing optimistic outlooks for the full year. The optimism is still there, but a bit more measured now 👉 isabelnet.com/blog/ @GoldmanSachs #earnings

🇺🇸Fed Markets have sharply repriced the Fed path. Investors shouldn't see "no rate cuts before 2027", but they should recognize that the hurdle for 2026 easing has risen significantly. Cuts aren't off the table, just harder to justify now 👉isabelnet.com/blog/ ht @SoberLook

🇺🇸 S&P 500 A composite of technical breadth measures still shows the S&P 500 deep in oversold territory, setting the stage for a reflexive rebound if sentiment turns. Such setups can flip fast once buyers return 👉 isabelnet.com/?s=S%26P+500 $spx #spx #sp500 #equity #stocks

🇺🇸 S&P 500 After past geopolitical shocks, the S&P 500 has historically bottomed in about 15 trading days. Will history rhyme once again? If so, signs of stability may emerge before long 👉 isabelnet.com/?s=S%26P+500 @DeutscheBank $spx #spx #sp500 #stocks #equity

🇺🇸AAII Bearish sentiment among AAII investors has climbed above 50% for the first time in more than 6 months, a contrarian signal that often bodes well for US stocks over the next 2 months. That kind of fear usually signals opportunity 👉isabelnet.com/blog/ @dailychartbook

🇺🇸 S&P 500 Markets are quick to price in fear. The S&P 500 usually dips when conflict erupts, but it often manages to recover its losses as long as demand and earnings remain strong. Short-term fear rarely changes the long-term story 👉 isabelnet.com/?s=S%26P+500 h/t @LanceRoberts

📌Subscriber Access The #stockmarket bull and bear indicator, the short- & long-term forecasts, the #valuation & ERP charts have been updated on 👉isabelnet.com #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks

@AureusOle ¡Gracias! 🙏

Como dice @ISABELNET_SA, el forward PE está un poco mejor que antes, aunque sigue caro respecto a niveles históricos.

@S_Galimberti Grazie 🙏

🇺🇸 Valuation

@LeoNelissen Thank you, Leo! 🙏

Funny. I was told the dollar is dying?

@jensrabe_ Danke ! 🙏

Gerade geht ja wieder mal medial der Dollar unter, angeblich auch weil der Iran ja nur noch Schiffe durch die Straße von Hormuz durchlassen will, auf den sich in Yuan bezahltes Öl befindet. Das dies parktisch unmöglich ist wird dabei ebensowenig hinterfragt wie die Tatsache, dass der Dollar gerade deutlich ansteigt und das Geld eben nicht in BRICs Währungen rein- sonder rausfließt. Aber das passt den meisten nicht in ihre Anti USA Agenda. Als Händler habe ich keine politische Agenda sondern orientierte mich am ZDF. Zahlen - Daten - Fakten grafik @ISABELNET_SA

🇺🇸SPX Monday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 didn't disappoint, ending the day up 1.01% The model gauges if the market is leaning bullish, bearish or neutral. More details on the website👉 isabelnet.com

📌 Read the Daily Blog on the Website 👉 isabelnet.com/blog/

🇺🇸 Dollar Currency markets are turning defensive, as demand for dollar upside and protection against violent swings gains pace amid Middle East tensions. Few things spook investors like uncertainty, and the greenback remains their safe haven 👉 isabelnet.com/blog/ @markets