Five Charts That Fuel the Bull

A collection of five charts illustrating fundamentally bullish trends for the US and global markets, focused on earnings, GDP, and liquidity.

Key Takeaways

• 1.Earnings growth remains the primary fundamental driver lifting the S&P 500.
• 2.The United States is experiencing significant capital dominance, receiving $2 trillion in net inflows while the rest of the G10 has seen zero.
• 3.Consensus forecasts indicate a robust 20% EPS growth for US markets in 2026.

Table of Contents

• Earnings driving
• 20% EPS growth
• 75% surge
• Global money supply and MSCI World
• US: $2 trillion, the rest: zero

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