Markus Strudler 🇦🇹🌐📈

Wirtschaft/Börse - economy/stock exchange

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

My followers live in 122 countries: Germany(16%), USA(15%)... https://t.co/ca8lxI7mbu
Get your free map!

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/blMxcoFA78

@GoldmanSachs $spx #spx #earnings #EPS

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

Podersdorf am See 🇦🇹

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

Lebensmittel: Nestlé steigert den Absatz – aber entt��uscht die Anleger https://t.co/qV9As51MHd

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/yIk7SZYp6p

@GoldmanSachs $spx

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/yIk7SZYp6p

@GoldmanSachs $spx #spx #sp500 #stocks #equity

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/NhlOWznt9l

h/t @NewYorkFed #recession #GDP #realGDP #economy

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

📌 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
👉 https://t.co/blMxcoFA78

@GoldmanSachs #earnings #EPS $spx #spx #stocks #stoxx #topix

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 Capex

Goldman Sachs thinks Wall Street is too conservative on 2027 hyperscaler capex, with the AI spending boom likely to run hotter for longer
👉 https://t.co/blMxcoFA78

@GoldmanSachs #AI #capex $spx #spx #tech #stocks #equity

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[Ronnie Stoeferle @RonStoeferle]

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

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

Washington 🇺🇲

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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?
👉 https://t.co/blMxcoFA78

@GoldmanSachs $qqq $spx #spx

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/blMxcoFA78

h/t @GoldmanSachs #tech $spx #spx #stocks #equity

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[First Squawk @FirstSquawk]

Fars News Agency, citing a source, says that the Strait of Hormuz remains closed until further notice

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

Karpathos 🇬🇷

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸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?
👉https://t.co/m11iBkSWhc

@GoldmanSachs $spx #spx #recession #stocks

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

🇺🇸 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
👉 https://t.co/jJ1iAXzd0Y

#NAAIM $spx #spx #sp500 #stocks #equity #stockmarket

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

New York 🇺🇸

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

Budapest 🇭🇺

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[FinanzmarktWelt.de @finanzmarktwelt]

Einkaufsmanagerindex für Mai: Industrie rutscht wieder in negativen Bereich #Einkaufsmanagerindex #PMI #Dax
https://t.co/5B0HYaASBY

[Markus Strudler 🇦🇹🌐📈 @MarkusStrudler]

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[ISABELNET @ISABELNET_SA]

📌 Financials

Positioning in financials is still extremely light, sitting in the 7th percentile and leaving ample room to build exposure. That caution looks increasingly misplaced given the fundamentals
👉 https://t.co/blMxcoFA78

h/t @DeutscheBank #financials $spx #spx #stocks