Markus Strudler 🇦🇹🌐📈 @MarkusStrudler
Wirtschaft/Börse - economy/stock exchange youtube.com/channel/UC4_jX… Podersdorf am See, Österreich Joined September 2017-
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Podersdorf am See 🇦🇹
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🇺🇸 EPS Wall Street sees a strong earnings tailwind ahead, with S&P 500 profits forecast to rise 28% in 2026 and 14% in 2027. Small caps could outperform, with earnings growth of 38% this year and 43% next year 👉 isabelnet.com/blog/ @GoldmanSachs $spx #spx #earnings #EPS
Podersdorf am See 🇦🇹
Lebensmittel: Nestlé steigert den Absatz – aber enttäuscht die Anleger share.google/sQ45U6e0cy4F2f…
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🇺🇸 S&P 500 What once reflected the market now drives it. The top ten S&P 500 names account for 39% of the index and 36% of earnings, lifting valuations and making the ride more volatile. Upside can look smooth. The drop rarely does 👉 isabelnet.com/?s=S%26P+500 @GoldmanSachs $spx
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🇺🇸 S&P 500 Goldman Sachs still sees steady earnings growth pushing the S&P 500 up 17% to 8,000 in 2026, even as volatility is likely to remain part of the ride 👉 isabelnet.com/?s=S%26P+500 @GoldmanSachs $spx #spx #sp500 #stocks #equity
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🇺🇸 GDP The New York Fed trimmed its Q3 2026 US GDP nowcast to 2.37% from 2.42% last week, keeping the growth picture broadly intact 👉 isabelnet.com/?s=GDP h/t @NewYorkFed #recession #GDP #realGDP #economy
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📌 EPS Since the start of the year, EPS revisions have trended higher across the S&P 500, STOXX 600, Topix and especially MSCI EM, as confidence in 2026 earnings builds 👉 isabelnet.com/blog/ @GoldmanSachs #earnings #EPS $spx #spx #stocks #stoxx #topix
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🇺🇸 Capex Goldman Sachs thinks Wall Street is too conservative on 2027 hyperscaler capex, with the AI spending boom likely to run hotter for longer 👉 isabelnet.com/blog/ @GoldmanSachs #AI #capex $spx #spx #tech #stocks #equity
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Probably the best quote when it comes to the current setup in gold/silver/miners: “The only permanent truth in finance is that people will get bullish at the top and bearish at the bottom.” James Grant
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🇺🇸 Tech Tech funds are acting like a magnet for capital. US inflows have surged to multi-year highs, with roughly $25 billion pouring in over the past four weeks. Sentiment is running hot. Honestly, what could go wrong? 👉 isabelnet.com/blog/ @GoldmanSachs $qqq $spx #spx
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🇺🇸 ROE Mega-cap tech's return on equity is expected to face headwinds and decline through 2028, while the rest of the S&P 500 sees ROE trending higher 👉 isabelnet.com/blog/ h/t @GoldmanSachs #tech $spx #spx #stocks #equity
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Fars News Agency, citing a source, says that the Strait of Hormuz remains closed until further notice
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🇺🇸Recession The market is pricing in just an 11% chance of a US recession over the next year, while Goldman Sachs puts the odds closer to 25%, above the historical average. Is the market underpricing the risk? 👉isabelnet.com/?s=recession @GoldmanSachs $spx #spx #recession #stocks
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🇺🇸 NAAIM Active managers are all-in, with the NAAIM Exposure Index at 98.39 pointing to strong conviction in US equities. For now, momentum remains with the bulls 👉 isabelnet.com/?s=sentiment #NAAIM $spx #spx #sp500 #stocks #equity #stockmarket
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Einkaufsmanagerindex für Mai: Industrie rutscht wieder in negativen Bereich #Einkaufsmanagerindex #PMI #Dax finanzmarktwelt.de/einkaufsmanage…
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