Over the years, one data point I've noticed is that many S&P 500 valuation models use a long-run S&P 500 EPS growth metric of 7% to estimate fair value on the benchmark. If you look at S&P 500 returns over these longer time periods, you'll see the return on the S&P 500 benchmark, roughly mirrors the longer-term growth (or decline) of S&P 500 earnings. The last 4 quarters or basically 2024 have seen tech grow faster than “average” through the first two quarters of '24, and then slower than average through the last two quarters of '24.
White House tariffs have some investors on edge that a trade war risks triggering a recession, potentially pushing U.S. stocks into a bear market after their recent correction.
Elevated building material costs and tariff uncertainty put pressure on the index.
Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, why he's lowering his S&P 500 year-end target, state of the economy, President Trump's tariff policy, and more.
Three is a trend, as RBC Capital Markets joined Goldman Sachs and Yardeni Research in slashing S&P 500 price targets.
The S&P 500 index jumped over 2% on Friday, after a fall into the correction zone on Thursday last week, whereas the Nasdaq continues to be in the correction territory. While technical analysis points toward bearish trends, this analyst says that investors can start looking for buy signals.
The iShares Core S&P 500 Index ETF (XUS:CA) has outperformed the S&P 500, making it a compelling option for Canadian investors despite currency headwinds. The fund's AUM has surged strongly to CAD8.6 billion since 2023, indicating growing investor interest and a bullish outlook for XUS:CA. XUS:CA's higher turnover rate and strategic rebalancing have contributed to its superior returns compared to similar ETFs like SPY and IVV.
The sudden nature of the stock market's reversal may have made the drawdown feel even worse, especially for retail investors.
Only a few months into 2025, the sharp decline of the U.S. stock market has prompted some of Wall Street's top forecasters to scale back their bullish predictions for the S&P 500.
The S&P 500 experienced its worst day since August on Monday, dropped into correction territory on Thursday, and posted its best day since the election on Friday. The volatile week led to a weekly loss of 2.3%, the index's fourth consecutive week in the red.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, and Bailey Lipschultz. -------- More on Bloomberg Television and Markets Like this video?
The rally from the March 2020 “COVID” low is going through a 4 th wave correction, which may have ended this week, targeting $5115-5500 before the next rally to $7120-7740 kicks in.