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Modi's budget could send India stocks soaring higher
Source: Blomberg
We've never before had so few stocks outperforming the S&P 500.
Source: NDR, Willie Delwiche
2024 has been the best H1 start out of all election years going back to 1952
Source: Grant Hawkridge
S&P 500 buybacks have been much more powerfuil than passive flows
Source: GS
S&P EPS positive revisions have been a tailwind for the market.
However, note that EPS revisions outside of the top 20 have been NEGATIVE YTD and during the last 12 months. Source: JP Morgan
At 5,460, the S&P 500 ended the first half above every 2024 year-end price target from Wall Street strategists
We're 12% higher than average target price of 4,861. $SPX Source: Charlie Bilello
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