SPX

S&P 500 Index

S&P 500: Evolution and Outlook

We discuss the dynamics that have shaped the trajectory of the S&P 500 since 2020 and provide insights on the potential drivers that might influence this market.

AI and Equities: an Affair or a Relationship?

Artificial intelligence (AI) is revolutionizing the economy by substantially enhancing efficiency and productivity. That is, we are witnessing the early phases of what could very well become a transformative era in our history.

Is the S&P 500 Poised for a Melt-up?

While we expect a recession, probably at some point next year, we believe that the market will continue to rise for the next few months.

S&P 500 Performance After Yield Curve Inversions

The SP500 typically experiences a decline within a range of 6 to 18 months after reaching the low point of the yield curve. The magnitude of these declines range approximately from 20% to 60%.