[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ISABELNET_SA](/creator/twitter/ISABELNET_SA) "Tariffs A XX% rise in the effective US tariff rate would significantly slow economic growth and sharply increase recession risk with broad spillover effects on inflation employment and overall business confidence 👉 @GoldmanSachs #tariffs #tariff"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946493105227596045) 2025-07-19 08:51:35 UTC 62.2K followers, 8495 engagements "Earnings Analysts are projecting S&P XXX earnings growth of XXX% in 2025 and XXXX% in 2026. These consensus forecasts reflect a robust expected acceleration in profit growth particularly moving from 2025 into 2026 👉 @YahooFinance $spx #spx #earnings"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947584013805490506) 2025-07-22 09:06:27 UTC 62.2K followers, 7994 engagements "Valuations Current valuations suggest that most S&P XXX sectors remain overvalued relative to historical averages 👉 @GoldmanSachs $spx #spx #sp500 #valuation #stocks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947217874830979461) 2025-07-21 08:51:33 UTC 62.2K followers, 2834 engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947941774153982212) 2025-07-23 08:48:04 UTC 62.2K followers, 1945 engagements "Valuations The S&P 500's forward P/E ratio of 22x reflects investor optimism but it also suggests heightened risk as the market becomes more sensitive to earnings disappointments or macroeconomic headwinds 👉 h/t @GoldmanSachs $spx #spx $qqq $rut"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946494598068555810) 2025-07-19 08:57:30 UTC 62.2K followers, 14.3K engagements "Fed Deutsche Bank expects the Fed to cut rates by XX bps in December 2025 followed by two similar cuts in the first quarter of 2026 lowering the federal funds rate to a neutral level of XXXXX% 👉 h/t @DeutscheBank #Fed #fedfunds #rates"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945772810984464857) 2025-07-17 09:09:23 UTC 62.2K followers, 7504 engagements "S&P XXX Even with the recent recovery the S&P XXX has not regained its lead in global equities with European and Asian markets outperforming in 2025 thanks to better valuations and more stable policies 👉 @markets $spx #spx #MSCI #equities #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949033532090646599) 2025-07-26 09:06:19 UTC 62.2K followers, 2043 engagements "Financial Conditions Looser US financial conditions over the past three months are poised to reinforce two central pillars of economic growth: consumer spending and business investment. This is likely to benefit the US stock market 👉 ht @GoldmanSachs"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946134453182460144) 2025-07-18 09:06:25 UTC 62.2K followers, 6964 engagements "Profits Foreign markets account for XX% of US corporate profits while emerging markets contribute 4%. Yet trade uncertainties and recent tariffs may threaten these contributions moving forward 👉 h/t @GoldmanSachs $spx #spx #profits"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946496037285216533) 2025-07-19 09:03:14 UTC 62.2K followers, 4404 engagements "Rising credit card debt shows weakened repayment discipline and financial strain from inflation in basic living costs creating a feedback loop where increased debt & fees further hinder consumers' ability to regain financial stability @YahooFinance"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949035112391160267) 2025-07-26 09:12:36 UTC 62.2K followers, 5323 engagements "S&P XXX The S&P 500's top XX stocks hold a disproportionately large share of the index's weight relative to their earnings which amplifies risks tied to volatility diversification and sector exposure 👉 h/t @GoldmanSachs $spx #spx #earnings"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1940697899262005383) 2025-07-03 09:03:30 UTC 62.2K followers, 5064 engagements "Trading All three core components of Goldman Sachs's speculative trading indicatorunprofitable penny and high EV/sales stocksare trading near the extreme upper deciles reflecting a highly speculative market environment right now 👉 @GoldmanSachs"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949029783943479519) 2025-07-26 08:51:26 UTC 62.2K followers, 2204 engagements "Dollar The renewed relative strength and attractiveness of US assets amid global uncertainty and monetary policy differentials have played a central role in driving the US dollar's recent rebound 👉 @GoldmanSachs #dollar $usd #usd $spx #spx #MSCI"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947944156359241788) 2025-07-23 08:57:32 UTC 62.2K followers, 7591 engagements "S&P XXX Stocks added to the S&P XXX index typically experience their strongest outperformance before the official announcement as market participants anticipate and position for the change 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948669805734871303) 2025-07-25 09:01:00 UTC 62.2K followers, 3208 engagements "📌 Valuations US and global equity markets are trading at historically high valuation levels. Sustaining these valuations will require continuedand ideally acceleratingearnings growth across sectors and regions @GoldmanSachs $spx #spx #MSCI #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945044301152387249) 2025-07-15 08:54:33 UTC 62.2K followers, 3663 engagements "S&P XXX A slowdown in liquidity growthparticularly if combined with soft economic dataposes a short-term risk to the US equity market increasing volatility and the likelihood of price declines 👉 h/t @dailychartbook @TS_Lombard $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948666633800880467) 2025-07-25 08:48:24 UTC 62.2K followers, 8573 engagements "📌 Flow Crypto funds continue to attract significant and accelerating inflows highlighting intensifying demand from both institutional and retail investors 👉 @DeutscheBank #ETF #bitcoin #btc $btc #digitalassets #crypto"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947584751155470626) 2025-07-22 09:09:23 UTC 62.2K followers, 4101 engagements "Margin Debt The current highbut not extremelevels of margin debt compared to past blow-off tops suggest frothy market conditions with some room for additional leverage 👉 h/t @DeutscheBank $spx #spx #sp500 #equities #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948667389295386914) 2025-07-25 08:51:24 UTC 62.2K followers, 4238 engagements "S&P XXX The S&P 500's index is heavily weighted toward its top ten stocks far beyond their share of earningsleading to increased risks from volatility poor diversification and sector imbalance 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #tech"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947582754855784591) 2025-07-22 09:01:27 UTC 62.2K followers, 11.6K engagements "Valuations Valuation metrics indicate that most S&P XXX sectors are overvalued compared to historical standards 👉 @GoldmanSachs $spx #spx #sp500 #valuation #stocks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1944684893453132284) 2025-07-14 09:06:23 UTC 62.2K followers, 16.9K engagements "S&P XXX The XX largest S&P XXX stocks are trading well above their historical valuation normsreflecting high investor confidence in their earnings power and growth prospectsbut they are trading at lower valuations than at prior peaks @GoldmanSachs"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947220124567494927) 2025-07-21 09:00:29 UTC 62.2K followers, 8260 engagements "ROE US stocks have significantly outperformed their global peers in recent years driven by the superior return-on-equity of American companiesa key factor reinforcing the structural advantages of the US market 👉 h/t @dailychartbook $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945768311649632277) 2025-07-17 08:51:30 UTC 62.2K followers, 6721 engagements "📌 Valuations US and global equity markets trade at historically high valuations which will require ongoingand preferably acceleratingearnings growth across sectors and regions to sustain 👉 h/t @GoldmanSachs $spx #spx #MSCI #equities #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947943399576809961) 2025-07-23 08:54:32 UTC 62.2K followers, 2856 engagements "NAAIM A reading of XXXXX indicates that active managers remain confident in the US stock market maintaining substantial equity allocations that reflect positive market sentimentthough not necessarily extreme exuberance #NAAIM $spx #spx #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948671511331512472) 2025-07-25 09:07:47 UTC 62.2K followers, 5735 engagements "📌 Sentiment Market sentiment indicators largely point to a risk-on environment with investors exhibiting increased confidence and a preference for riskier assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947945624772419891) 2025-07-23 09:03:22 UTC 62.2K followers, 2911 engagements "📌 Materials Positioning in materials stocks is low at the 21st percentile reflecting restrained confidence or caution in the sector 👉 h/t @DeutscheBank #materials $spx #spx #equities #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948310274659770418) 2025-07-24 09:12:21 UTC 62.2K followers, 3586 engagements "S&P XXX AI remains the dominant force behind S&P XXX earnings growth with EPS projected to increase over the next three years driven primarily by the Magnificent X and the broader technology sector 👉 h/t @dailychartbook @fundstrat $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1943955574023930311) 2025-07-12 08:48:20 UTC 62.2K followers, 11.1K engagements "Flows In recent months investors have shown a marked preference for bonds rather than stocks largely due to attractive yields the need for portfolio rebalancing and heightened market volatility 👉 @GoldmanSachs #ETF #equities #stocks #bonds #cash"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947585554645754194) 2025-07-22 09:12:35 UTC 62.2K followers, 4257 engagements "📌 Valuation While a XX% consensus EPS growth forecast for the S&P XXX next year is plausible some analysts view it as optimistic awaiting confirmation from upcoming corporate earnings reports and macroeconomic developments 👉 @GoldmanSachs $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945407489547104685) 2025-07-16 08:57:44 UTC 62.2K followers, 5170 engagements "S&P XXX Investor preference for the cap-weighted S&P XXX with its emphasis on large high-growth companies leads to a higher earnings multiple compared to the equal-weighted index where growth is less concentrated 👉 h/t @GoldmanSachs $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948307278270005677) 2025-07-24 09:00:27 UTC 62.2K followers, 3332 engagements "Tech Since April lows tech stocks rebounded strongly on AI growth and solid earnings but high valuations and margin pressures from ongoing AI infrastructure investments could lead to volatility in coming quarters 👉 h/t @YahooFinance $spx #spx #tech"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948668953854693388) 2025-07-25 08:57:37 UTC 62.2K followers, 2989 engagements "S&P XXX Sharp increases in speculative trading activity serve as a leading indicator of a market cycle marked initially by above-average returns followed later by a heightened risk of downturns 👉 @GoldmanSachs $spx #spx #equities #stocks #trading"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949030580986732921) 2025-07-26 08:54:36 UTC 62.2K followers, 2054 engagements "Earnings The Mag X companies are currently the dominant force behind S&P XXX earnings growth with an expected XX% year-over-year growth in Q2 2025 far exceeding the remainder of the S&P XXX index 👉 @jpmorgan $spx #spx #earnings #stocks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948672006813352117) 2025-07-25 09:09:45 UTC 62.2K followers, 8376 engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948666575562629583) 2025-07-25 08:48:10 UTC 62.2K followers, 1566 engagements "S&P XXX S&P XXX companies derive XX% of their total revenues from foreign markets a figure that has remained relatively stable in recent years. The remaining XX% is generated domestically within the United States 👉 @GoldmanSachs $spx #spx #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947221614686261625) 2025-07-21 09:06:25 UTC 62.2K followers, 5415 engagements "📌 Gold Goldman Sachs forecasts that the price of gold will reach $4000 per ounce by mid-2026 driven primarily by sustained demand from central banks and ETFs 👉 h/t @GoldmanSachs $gold #gold"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945406640875798993) 2025-07-16 08:54:21 UTC 62.2K followers, 12.3K engagements "Tariffs While the importer of record pays the tariff legally the economic cost of tariffs is distributed across US consumers US businesses that rely on imports and foreign exporters 👉 h/t @GoldmanSachs #tariffs #tariff"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945408921344082407) 2025-07-16 09:03:25 UTC 62.2K followers, 5992 engagements "S&P XXX The S&P XXX after closing above its 20-day moving average for XX straight days has historically maintained its upward momentum with median 12-month gains of XX% and positive returns over XX% of the time 👉 h/t @RyanDetrick $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947579378101039314) 2025-07-22 08:48:02 UTC 62.2K followers, 6572 engagements "Sentiment Goldman Sachs' US Equity Sentiment Indicator currently stands at -XXX a mildly bearish level that has historically been followed by gains in the S&P XXX over the following month 👉 h/t @dailychartbook $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947580231805546930) 2025-07-22 08:51:26 UTC 62.2K followers, 5178 engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949028931094356322) 2025-07-26 08:48:03 UTC 62.2K followers, 1479 engagements "S&P XXX While S&P XXX companies are broadly exposed to global markets the majority of their salesand thus much of their operational and macroeconomic riskremains tied to the US economy 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945772036590108688) 2025-07-17 09:06:18 UTC 62.2K followers, 17.8K engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948304157686837375) 2025-07-24 08:48:03 UTC 62.2K followers, 1669 engagements "📌 Equity The utilities sector continues to show robust positioning maintaining its appeal as a defensive investment with reliable dividend yields and stable revenue streams 👉 @DeutscheBank $spx #spx #equities #stocks #stockmarket"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947946372344291834) 2025-07-23 09:06:20 UTC 62.2K followers, 5412 engagements "📌 Sentiment Current market sentiment indicators confirm a prevailing risk-on attitude with investors showing greater confidence and willingness to invest in higher-risk assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1943236836115046887) 2025-07-10 09:12:19 UTC 62.2K followers, 11.4K engagements "S&P XXX Structural changes in the marketsuch as the rise of high-margin sectors like technology economies of scale and favorable financial conditions for large-cap firmshave driven elevated profit margins in the S&P XXX 👉 ht @JPMorganAM $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948309609740951672) 2025-07-24 09:09:43 UTC 62.2K followers, 3476 engagements "Sentiment A reading of XX on the Fear & Greed Index reflects strong investor optimism but it also suggests that the US stock market is more vulnerable to consolidation or short-term pullbacks 👉 @CNNBusiness $spx #spx #equities #stocks #stockmarket"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949032841091723366) 2025-07-26 09:03:35 UTC 62.2K followers, 2734 engagements "S&P XXX While short interest in the S&P XXX has sharply risen in recent monthssuggesting more caution among investorsit does not currently signal broad bearishness or panic 👉 h/t @GoldmanSachs $spx #spx @sp500 #equities #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948668240797864361) 2025-07-25 08:54:47 UTC 62.2K followers, 2896 engagements "📌 Risk Appetite The GS Risk Appetite Indicator's current risk-on signal points to a constructive market environment where investors are willing to take on risk in anticipation of sustained positive returns and economic stability 👉 @GoldmanSachs $spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948308054505570477) 2025-07-24 09:03:32 UTC 62.2K followers, 3432 engagements "S&P XXX The Truck Tonnage Index decreased by XXX% in June. Historically the S&P XXX tends to increase in line with the physical size and expansion of the US economy 👉 #truck #trucking #freight #equities #stockmarket $spx #spx #stocks"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947942658552324464) 2025-07-23 08:51:35 UTC 62.2K followers, 9578 engagements "📌Oil Goldman Sachs projects that Brent crude oil prices will average $XX per barrel in the second half of 2025 with a subsequent decline to an annual average of $XX per barrel in 2026 as a result of rising global supply from OPEC+ @GoldmanSachs #oil"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946496890305957916) 2025-07-19 09:06:37 UTC 62.2K followers, 5074 engagements "EPS Despite economic uncertainties consensus forecasts reflect optimism with S&P XXX EPS projected to grow by X% in 2025 and by XX% in 2026 signaling a resilient corporate sector 👉 @GoldmanSachs #EPS #earnings $spx #spx $rut $qqq"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947220865575174175) 2025-07-21 09:03:26 UTC 62.2K followers, 4410 engagements "Dollar Amid trade-related uncertainty and tariffs weighing on US growth and investor sentiment Goldman Sachs expects the US dollar to decline further potentially providing a tailwind for mega-cap tech stocks 👉 @GoldmanSachs #dollar #usd $usd $dxy"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947222355421352003) 2025-07-21 09:09:21 UTC 62.2K followers, 11.7K engagements "Fed Current rate cut expectations as priced in by fed funds futures are consistent with a recession scenario. However market risk indicators and recent Fed communications suggest this may overestimate the pace of Fed rate cuts 👉 @DeutscheBank #Fed"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947947179592601601) 2025-07-23 09:09:33 UTC 62.2K followers, 3459 engagements "ERP With the S&P XXX equity risk premium at historically low levels the current investment landscape presents significant challenges for equity investors 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #treasuries"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947580995755999469) 2025-07-22 08:54:28 UTC 62.2K followers, 13.1K engagements "Options As $XXX trillion in options notional value expires markets may experience greater volatility and price movements due to intensified trading evolving trader sentiment and the dynamics of option exercise and settlement 👉 @GoldmanSachs $spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1946130716862845032) 2025-07-18 08:51:34 UTC 62.2K followers, 5823 engagements "Stocks The relative performance of cyclicals compared to defensives seems to be reflecting expectations of substantial real US GDP growth 👉 h/t @GoldmanSachs $spx #spx #sp500 #equities #stocks #GDP"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948305784636379616) 2025-07-24 08:54:31 UTC 62.2K followers, 3031 engagements "S&P XXX Yesterday the S&P XXX notched its twelfth record high of 2025 reflecting ongoing market optimism. So far this year the index is up XXXX% supported by solid corporate earnings and steady economic indicators 👉 h/t @RyanDetrick $spx #spx"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948304231464677785) 2025-07-24 08:48:21 UTC 62.2K followers, 10.3K engagements "S&P XXX A reading of XXXXX indicates that the US stock market is technically overbought suggesting that a period of price consolidation or a pullback is more likely 👉 h/t @LanceRoberts $spx #spx #equities #stocks #stockmarket"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947579366801584380) 2025-07-22 08:47:59 UTC 62.2K followers, 5224 engagements "📌 Sentiment Market sentiment indicators reflect a risk-on environment with investors showing increased confidence and a preference for higher-risk assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1945410396094959818) 2025-07-16 09:09:17 UTC 62.2K followers, 6331 engagements "S&P XXX With corporate buybacks projected to exceed $X trillion by the end of 2025 equity markets are likely to receive crucial support reflecting robust corporate confidence amid market volatility 👉 h/t @LanceRoberts $spx #spx #buybacks #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947941816952627415) 2025-07-23 08:48:14 UTC 62.2K followers, 3600 engagements "Earnings This quarter's earnings season demonstrates continued resilience in corporate profitability. Currently XX% of S&P XXX companies have beaten Q1 earnings estimates by at least X stdev. while XX% have missed by at least X stdev. @GoldmanSachs"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948306560100286543) 2025-07-24 08:57:36 UTC 62.2K followers, 4897 engagements "📌 Stocks Global equities currently show complacency with prices surging despite a worsening earnings outlookfueled more by speculative momentum and FOMO than by broad fundamental strength 👉 h/t @markets #markets #MSCI #stocks $spx #spx #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1948308918309900687) 2025-07-24 09:06:58 UTC 62.2K followers, 5638 engagements "📌 Gold Gold benefits from strong seasonal and technical momentum supported by central bank demand inflation concerns and geopolitical risks positioning it for a likely significant price breakout in the coming months 👉 h/t @dailychartbook @RenMacLLC"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947941867330458063) 2025-07-23 08:48:26 UTC 62.2K followers, 7965 engagements "📌Earnings In recent weeks S&P XXX earnings sentiment has steadily increased supported by several key indicators suggesting strong corporate performance and the potential for ongoing market growth @GoldmanSachs #earnings $spx #spx #MSCI #stoxx #topix"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947581714269962587) 2025-07-22 08:57:19 UTC 62.2K followers, 5339 engagements "FCI Easing financial conditions positively support US growth by encouraging spending and investment. However continued vigilance toward inflation risks is still necessary 👉 @GoldmanSachs $spx #spx #highyield #bonds #dollar #fedfunds"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1949032276224094522) 2025-07-26 09:01:20 UTC 62.2K followers, 1812 engagements "📌Equities CTAs have highly elevated long equity positions ranking in the 90th percentile which signals both strong confidence in equities and a greater risk of sharp reversals if market conditions shift @DeutscheBank $spx #spx #stockmarket #equities"  [@ISABELNET_SA](/creator/x/ISABELNET_SA) on [X](/post/tweet/1947944894523175155) 2025-07-23 09:00:28 UTC 62.2K followers, 12.7K engagements
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@ISABELNET_SA
"Tariffs A XX% rise in the effective US tariff rate would significantly slow economic growth and sharply increase recession risk with broad spillover effects on inflation employment and overall business confidence 👉 @GoldmanSachs #tariffs #tariff"
@ISABELNET_SA on X 2025-07-19 08:51:35 UTC 62.2K followers, 8495 engagements
"Earnings Analysts are projecting S&P XXX earnings growth of XXX% in 2025 and XXXX% in 2026. These consensus forecasts reflect a robust expected acceleration in profit growth particularly moving from 2025 into 2026 👉 @YahooFinance $spx #spx #earnings" @ISABELNET_SA on X 2025-07-22 09:06:27 UTC 62.2K followers, 7994 engagements
"Valuations Current valuations suggest that most S&P XXX sectors remain overvalued relative to historical averages 👉 @GoldmanSachs $spx #spx #sp500 #valuation #stocks #equities" @ISABELNET_SA on X 2025-07-21 08:51:33 UTC 62.2K followers, 2834 engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks" @ISABELNET_SA on X 2025-07-23 08:48:04 UTC 62.2K followers, 1945 engagements
"Valuations The S&P 500's forward P/E ratio of 22x reflects investor optimism but it also suggests heightened risk as the market becomes more sensitive to earnings disappointments or macroeconomic headwinds 👉 h/t @GoldmanSachs $spx #spx $qqq $rut" @ISABELNET_SA on X 2025-07-19 08:57:30 UTC 62.2K followers, 14.3K engagements
"Fed Deutsche Bank expects the Fed to cut rates by XX bps in December 2025 followed by two similar cuts in the first quarter of 2026 lowering the federal funds rate to a neutral level of XXXXX% 👉 h/t @DeutscheBank #Fed #fedfunds #rates" @ISABELNET_SA on X 2025-07-17 09:09:23 UTC 62.2K followers, 7504 engagements
"S&P XXX Even with the recent recovery the S&P XXX has not regained its lead in global equities with European and Asian markets outperforming in 2025 thanks to better valuations and more stable policies 👉 @markets $spx #spx #MSCI #equities #stocks" @ISABELNET_SA on X 2025-07-26 09:06:19 UTC 62.2K followers, 2043 engagements
"Financial Conditions Looser US financial conditions over the past three months are poised to reinforce two central pillars of economic growth: consumer spending and business investment. This is likely to benefit the US stock market 👉 ht @GoldmanSachs" @ISABELNET_SA on X 2025-07-18 09:06:25 UTC 62.2K followers, 6964 engagements
"Profits Foreign markets account for XX% of US corporate profits while emerging markets contribute 4%. Yet trade uncertainties and recent tariffs may threaten these contributions moving forward 👉 h/t @GoldmanSachs $spx #spx #profits" @ISABELNET_SA on X 2025-07-19 09:03:14 UTC 62.2K followers, 4404 engagements
"Rising credit card debt shows weakened repayment discipline and financial strain from inflation in basic living costs creating a feedback loop where increased debt & fees further hinder consumers' ability to regain financial stability @YahooFinance" @ISABELNET_SA on X 2025-07-26 09:12:36 UTC 62.2K followers, 5323 engagements
"S&P XXX The S&P 500's top XX stocks hold a disproportionately large share of the index's weight relative to their earnings which amplifies risks tied to volatility diversification and sector exposure 👉 h/t @GoldmanSachs $spx #spx #earnings" @ISABELNET_SA on X 2025-07-03 09:03:30 UTC 62.2K followers, 5064 engagements
"Trading All three core components of Goldman Sachs's speculative trading indicatorunprofitable penny and high EV/sales stocksare trading near the extreme upper deciles reflecting a highly speculative market environment right now 👉 @GoldmanSachs" @ISABELNET_SA on X 2025-07-26 08:51:26 UTC 62.2K followers, 2204 engagements
"Dollar The renewed relative strength and attractiveness of US assets amid global uncertainty and monetary policy differentials have played a central role in driving the US dollar's recent rebound 👉 @GoldmanSachs #dollar $usd #usd $spx #spx #MSCI" @ISABELNET_SA on X 2025-07-23 08:57:32 UTC 62.2K followers, 7591 engagements
"S&P XXX Stocks added to the S&P XXX index typically experience their strongest outperformance before the official announcement as market participants anticipate and position for the change 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities" @ISABELNET_SA on X 2025-07-25 09:01:00 UTC 62.2K followers, 3208 engagements
"📌 Valuations US and global equity markets are trading at historically high valuation levels. Sustaining these valuations will require continuedand ideally acceleratingearnings growth across sectors and regions @GoldmanSachs $spx #spx #MSCI #equities" @ISABELNET_SA on X 2025-07-15 08:54:33 UTC 62.2K followers, 3663 engagements
"S&P XXX A slowdown in liquidity growthparticularly if combined with soft economic dataposes a short-term risk to the US equity market increasing volatility and the likelihood of price declines 👉 h/t @dailychartbook @TS_Lombard $spx #spx" @ISABELNET_SA on X 2025-07-25 08:48:24 UTC 62.2K followers, 8573 engagements
"📌 Flow Crypto funds continue to attract significant and accelerating inflows highlighting intensifying demand from both institutional and retail investors 👉 @DeutscheBank #ETF #bitcoin #btc $btc #digitalassets #crypto" @ISABELNET_SA on X 2025-07-22 09:09:23 UTC 62.2K followers, 4101 engagements
"Margin Debt The current highbut not extremelevels of margin debt compared to past blow-off tops suggest frothy market conditions with some room for additional leverage 👉 h/t @DeutscheBank $spx #spx #sp500 #equities #stocks" @ISABELNET_SA on X 2025-07-25 08:51:24 UTC 62.2K followers, 4238 engagements
"S&P XXX The S&P 500's index is heavily weighted toward its top ten stocks far beyond their share of earningsleading to increased risks from volatility poor diversification and sector imbalance 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #tech" @ISABELNET_SA on X 2025-07-22 09:01:27 UTC 62.2K followers, 11.6K engagements
"Valuations Valuation metrics indicate that most S&P XXX sectors are overvalued compared to historical standards 👉 @GoldmanSachs $spx #spx #sp500 #valuation #stocks #equities" @ISABELNET_SA on X 2025-07-14 09:06:23 UTC 62.2K followers, 16.9K engagements
"S&P XXX The XX largest S&P XXX stocks are trading well above their historical valuation normsreflecting high investor confidence in their earnings power and growth prospectsbut they are trading at lower valuations than at prior peaks @GoldmanSachs" @ISABELNET_SA on X 2025-07-21 09:00:29 UTC 62.2K followers, 8260 engagements
"ROE US stocks have significantly outperformed their global peers in recent years driven by the superior return-on-equity of American companiesa key factor reinforcing the structural advantages of the US market 👉 h/t @dailychartbook $spx #spx" @ISABELNET_SA on X 2025-07-17 08:51:30 UTC 62.2K followers, 6721 engagements
"📌 Valuations US and global equity markets trade at historically high valuations which will require ongoingand preferably acceleratingearnings growth across sectors and regions to sustain 👉 h/t @GoldmanSachs $spx #spx #MSCI #equities #stocks" @ISABELNET_SA on X 2025-07-23 08:54:32 UTC 62.2K followers, 2856 engagements
"NAAIM A reading of XXXXX indicates that active managers remain confident in the US stock market maintaining substantial equity allocations that reflect positive market sentimentthough not necessarily extreme exuberance #NAAIM $spx #spx #equities" @ISABELNET_SA on X 2025-07-25 09:07:47 UTC 62.2K followers, 5735 engagements
"📌 Sentiment Market sentiment indicators largely point to a risk-on environment with investors exhibiting increased confidence and a preference for riskier assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix" @ISABELNET_SA on X 2025-07-23 09:03:22 UTC 62.2K followers, 2911 engagements
"📌 Materials Positioning in materials stocks is low at the 21st percentile reflecting restrained confidence or caution in the sector 👉 h/t @DeutscheBank #materials $spx #spx #equities #stocks" @ISABELNET_SA on X 2025-07-24 09:12:21 UTC 62.2K followers, 3586 engagements
"S&P XXX AI remains the dominant force behind S&P XXX earnings growth with EPS projected to increase over the next three years driven primarily by the Magnificent X and the broader technology sector 👉 h/t @dailychartbook @fundstrat $spx #spx" @ISABELNET_SA on X 2025-07-12 08:48:20 UTC 62.2K followers, 11.1K engagements
"Flows In recent months investors have shown a marked preference for bonds rather than stocks largely due to attractive yields the need for portfolio rebalancing and heightened market volatility 👉 @GoldmanSachs #ETF #equities #stocks #bonds #cash" @ISABELNET_SA on X 2025-07-22 09:12:35 UTC 62.2K followers, 4257 engagements
"📌 Valuation While a XX% consensus EPS growth forecast for the S&P XXX next year is plausible some analysts view it as optimistic awaiting confirmation from upcoming corporate earnings reports and macroeconomic developments 👉 @GoldmanSachs $spx #spx" @ISABELNET_SA on X 2025-07-16 08:57:44 UTC 62.2K followers, 5170 engagements
"S&P XXX Investor preference for the cap-weighted S&P XXX with its emphasis on large high-growth companies leads to a higher earnings multiple compared to the equal-weighted index where growth is less concentrated 👉 h/t @GoldmanSachs $spx #spx" @ISABELNET_SA on X 2025-07-24 09:00:27 UTC 62.2K followers, 3332 engagements
"Tech Since April lows tech stocks rebounded strongly on AI growth and solid earnings but high valuations and margin pressures from ongoing AI infrastructure investments could lead to volatility in coming quarters 👉 h/t @YahooFinance $spx #spx #tech" @ISABELNET_SA on X 2025-07-25 08:57:37 UTC 62.2K followers, 2989 engagements
"S&P XXX Sharp increases in speculative trading activity serve as a leading indicator of a market cycle marked initially by above-average returns followed later by a heightened risk of downturns 👉 @GoldmanSachs $spx #spx #equities #stocks #trading" @ISABELNET_SA on X 2025-07-26 08:54:36 UTC 62.2K followers, 2054 engagements
"Earnings The Mag X companies are currently the dominant force behind S&P XXX earnings growth with an expected XX% year-over-year growth in Q2 2025 far exceeding the remainder of the S&P XXX index 👉 @jpmorgan $spx #spx #earnings #stocks #equities" @ISABELNET_SA on X 2025-07-25 09:09:45 UTC 62.2K followers, 8376 engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks" @ISABELNET_SA on X 2025-07-25 08:48:10 UTC 62.2K followers, 1566 engagements
"S&P XXX S&P XXX companies derive XX% of their total revenues from foreign markets a figure that has remained relatively stable in recent years. The remaining XX% is generated domestically within the United States 👉 @GoldmanSachs $spx #spx #equities" @ISABELNET_SA on X 2025-07-21 09:06:25 UTC 62.2K followers, 5415 engagements
"📌 Gold Goldman Sachs forecasts that the price of gold will reach $4000 per ounce by mid-2026 driven primarily by sustained demand from central banks and ETFs 👉 h/t @GoldmanSachs $gold #gold" @ISABELNET_SA on X 2025-07-16 08:54:21 UTC 62.2K followers, 12.3K engagements
"Tariffs While the importer of record pays the tariff legally the economic cost of tariffs is distributed across US consumers US businesses that rely on imports and foreign exporters 👉 h/t @GoldmanSachs #tariffs #tariff" @ISABELNET_SA on X 2025-07-16 09:03:25 UTC 62.2K followers, 5992 engagements
"S&P XXX The S&P XXX after closing above its 20-day moving average for XX straight days has historically maintained its upward momentum with median 12-month gains of XX% and positive returns over XX% of the time 👉 h/t @RyanDetrick $spx #spx" @ISABELNET_SA on X 2025-07-22 08:48:02 UTC 62.2K followers, 6572 engagements
"Sentiment Goldman Sachs' US Equity Sentiment Indicator currently stands at -XXX a mildly bearish level that has historically been followed by gains in the S&P XXX over the following month 👉 h/t @dailychartbook $spx #spx" @ISABELNET_SA on X 2025-07-22 08:51:26 UTC 62.2K followers, 5178 engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks" @ISABELNET_SA on X 2025-07-26 08:48:03 UTC 62.2K followers, 1479 engagements
"S&P XXX While S&P XXX companies are broadly exposed to global markets the majority of their salesand thus much of their operational and macroeconomic riskremains tied to the US economy 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities" @ISABELNET_SA on X 2025-07-17 09:06:18 UTC 62.2K followers, 17.8K engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks" @ISABELNET_SA on X 2025-07-24 08:48:03 UTC 62.2K followers, 1669 engagements
"📌 Equity The utilities sector continues to show robust positioning maintaining its appeal as a defensive investment with reliable dividend yields and stable revenue streams 👉 @DeutscheBank $spx #spx #equities #stocks #stockmarket" @ISABELNET_SA on X 2025-07-23 09:06:20 UTC 62.2K followers, 5412 engagements
"📌 Sentiment Current market sentiment indicators confirm a prevailing risk-on attitude with investors showing greater confidence and willingness to invest in higher-risk assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix" @ISABELNET_SA on X 2025-07-10 09:12:19 UTC 62.2K followers, 11.4K engagements
"S&P XXX Structural changes in the marketsuch as the rise of high-margin sectors like technology economies of scale and favorable financial conditions for large-cap firmshave driven elevated profit margins in the S&P XXX 👉 ht @JPMorganAM $spx #spx" @ISABELNET_SA on X 2025-07-24 09:09:43 UTC 62.2K followers, 3476 engagements
"Sentiment A reading of XX on the Fear & Greed Index reflects strong investor optimism but it also suggests that the US stock market is more vulnerable to consolidation or short-term pullbacks 👉 @CNNBusiness $spx #spx #equities #stocks #stockmarket" @ISABELNET_SA on X 2025-07-26 09:03:35 UTC 62.2K followers, 2734 engagements
"S&P XXX While short interest in the S&P XXX has sharply risen in recent monthssuggesting more caution among investorsit does not currently signal broad bearishness or panic 👉 h/t @GoldmanSachs $spx #spx @sp500 #equities #stocks" @ISABELNET_SA on X 2025-07-25 08:54:47 UTC 62.2K followers, 2896 engagements
"📌 Risk Appetite The GS Risk Appetite Indicator's current risk-on signal points to a constructive market environment where investors are willing to take on risk in anticipation of sustained positive returns and economic stability 👉 @GoldmanSachs $spx" @ISABELNET_SA on X 2025-07-24 09:03:32 UTC 62.2K followers, 3432 engagements
"S&P XXX The Truck Tonnage Index decreased by XXX% in June. Historically the S&P XXX tends to increase in line with the physical size and expansion of the US economy 👉 #truck #trucking #freight #equities #stockmarket $spx #spx #stocks" @ISABELNET_SA on X 2025-07-23 08:51:35 UTC 62.2K followers, 9578 engagements
"📌Oil Goldman Sachs projects that Brent crude oil prices will average $XX per barrel in the second half of 2025 with a subsequent decline to an annual average of $XX per barrel in 2026 as a result of rising global supply from OPEC+ @GoldmanSachs #oil" @ISABELNET_SA on X 2025-07-19 09:06:37 UTC 62.2K followers, 5074 engagements
"EPS Despite economic uncertainties consensus forecasts reflect optimism with S&P XXX EPS projected to grow by X% in 2025 and by XX% in 2026 signaling a resilient corporate sector 👉 @GoldmanSachs #EPS #earnings $spx #spx $rut $qqq" @ISABELNET_SA on X 2025-07-21 09:03:26 UTC 62.2K followers, 4410 engagements
"Dollar Amid trade-related uncertainty and tariffs weighing on US growth and investor sentiment Goldman Sachs expects the US dollar to decline further potentially providing a tailwind for mega-cap tech stocks 👉 @GoldmanSachs #dollar #usd $usd $dxy" @ISABELNET_SA on X 2025-07-21 09:09:21 UTC 62.2K followers, 11.7K engagements
"Fed Current rate cut expectations as priced in by fed funds futures are consistent with a recession scenario. However market risk indicators and recent Fed communications suggest this may overestimate the pace of Fed rate cuts 👉 @DeutscheBank #Fed" @ISABELNET_SA on X 2025-07-23 09:09:33 UTC 62.2K followers, 3459 engagements
"ERP With the S&P XXX equity risk premium at historically low levels the current investment landscape presents significant challenges for equity investors 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #treasuries" @ISABELNET_SA on X 2025-07-22 08:54:28 UTC 62.2K followers, 13.1K engagements
"Options As $XXX trillion in options notional value expires markets may experience greater volatility and price movements due to intensified trading evolving trader sentiment and the dynamics of option exercise and settlement 👉 @GoldmanSachs $spx" @ISABELNET_SA on X 2025-07-18 08:51:34 UTC 62.2K followers, 5823 engagements
"Stocks The relative performance of cyclicals compared to defensives seems to be reflecting expectations of substantial real US GDP growth 👉 h/t @GoldmanSachs $spx #spx #sp500 #equities #stocks #GDP" @ISABELNET_SA on X 2025-07-24 08:54:31 UTC 62.2K followers, 3031 engagements
"S&P XXX Yesterday the S&P XXX notched its twelfth record high of 2025 reflecting ongoing market optimism. So far this year the index is up XXXX% supported by solid corporate earnings and steady economic indicators 👉 h/t @RyanDetrick $spx #spx" @ISABELNET_SA on X 2025-07-24 08:48:21 UTC 62.2K followers, 10.3K engagements
"S&P XXX A reading of XXXXX indicates that the US stock market is technically overbought suggesting that a period of price consolidation or a pullback is more likely 👉 h/t @LanceRoberts $spx #spx #equities #stocks #stockmarket" @ISABELNET_SA on X 2025-07-22 08:47:59 UTC 62.2K followers, 5224 engagements
"📌 Sentiment Market sentiment indicators reflect a risk-on environment with investors showing increased confidence and a preference for higher-risk assets 👉 @GoldmanSachs $spx #spx #equities #stocks #bonds #vix" @ISABELNET_SA on X 2025-07-16 09:09:17 UTC 62.2K followers, 6331 engagements
"S&P XXX With corporate buybacks projected to exceed $X trillion by the end of 2025 equity markets are likely to receive crucial support reflecting robust corporate confidence amid market volatility 👉 h/t @LanceRoberts $spx #spx #buybacks #equities" @ISABELNET_SA on X 2025-07-23 08:48:14 UTC 62.2K followers, 3600 engagements
"Earnings This quarter's earnings season demonstrates continued resilience in corporate profitability. Currently XX% of S&P XXX companies have beaten Q1 earnings estimates by at least X stdev. while XX% have missed by at least X stdev. @GoldmanSachs" @ISABELNET_SA on X 2025-07-24 08:57:36 UTC 62.2K followers, 4897 engagements
"📌 Stocks Global equities currently show complacency with prices surging despite a worsening earnings outlookfueled more by speculative momentum and FOMO than by broad fundamental strength 👉 h/t @markets #markets #MSCI #stocks $spx #spx #equities" @ISABELNET_SA on X 2025-07-24 09:06:58 UTC 62.2K followers, 5638 engagements
"📌 Gold Gold benefits from strong seasonal and technical momentum supported by central bank demand inflation concerns and geopolitical risks positioning it for a likely significant price breakout in the coming months 👉 h/t @dailychartbook @RenMacLLC" @ISABELNET_SA on X 2025-07-23 08:48:26 UTC 62.2K followers, 7965 engagements
"📌Earnings In recent weeks S&P XXX earnings sentiment has steadily increased supported by several key indicators suggesting strong corporate performance and the potential for ongoing market growth @GoldmanSachs #earnings $spx #spx #MSCI #stoxx #topix" @ISABELNET_SA on X 2025-07-22 08:57:19 UTC 62.2K followers, 5339 engagements
"FCI Easing financial conditions positively support US growth by encouraging spending and investment. However continued vigilance toward inflation risks is still necessary 👉 @GoldmanSachs $spx #spx #highyield #bonds #dollar #fedfunds" @ISABELNET_SA on X 2025-07-26 09:01:20 UTC 62.2K followers, 1812 engagements
"📌Equities CTAs have highly elevated long equity positions ranking in the 90th percentile which signals both strong confidence in equities and a greater risk of sharp reversals if market conditions shift @DeutscheBank $spx #spx #stockmarket #equities" @ISABELNET_SA on X 2025-07-23 09:00:28 UTC 62.2K followers, 12.7K engagements