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Q2 '26 S&P 500 EPS growth is currently estimated to be 53%, until the Anthropic non-operating mark-ups are removed from Alphabet and Amazon, which reduces the growth to a still-quite robust 34.9% for Q2 '26. The forward P/E is still 20x down from 23x in early January '26. Remarkably, the S&P 500 “earnings yield” ended last week at 4.97%, still hovering around 5% - a yield level which drove a strong S&P 500 rally in early March '26. The rising 10-year Treasury yield is still below the 4.80% recent high and the 4.998% peak in late '23, after the FOMC rate hikes. A trade above 5% for the 10-year Treasury yield will likely have a marked impact on stocks.
The most important investment move is getting started.
Investors waiting for a market pullback may have reached one of the best buying opportunities of the year.
Given that the economy's moving parts, policymakers' decisions, and investor behavior are seemingly consistent, it's reasonable to assume most of them more or less mirror one another. And it's true that while no two bull markets are exactly the same, certainly many of them are similar.
Are her big ideas turning into big returns?
Wall Street history is pretty clear: if there's a bear market on the way, you'll probably want to follow Winnie the Pooh's sage advice.
Weekly Market HighlightsDuring the week, 918 stocks gained more than 8%, while 2,077 stocks had a decline, including 1,070 that fell more than 8%, reflecting n
The S&P 500 faces short-term uncertainty from tariffs and rate hike risks, but its broader outlook remains bullish above 7,620.