ISM indicator signals low US recession risk as manufacturing trends improve
Rate Cuts and Recession Risk Drive Equity Market Outcomes
US elections have little impact on gold performance over time
US election timing has little lasting impact on the dollar versus interest rates
US elections show little impact on long-term 60/40 portfolio returns
US stocks rise across administrations fundamentals drive returns
Record cash balances signal potential equity buying power and limited bear market risk
AAII sentiment remains subdued, suggesting the equity bull market still has room to run
