Daily macro read.
The market is currently quite expensive compared to the actual size of the economy, and stocks aren't offering much 'bonus' profit compared to safe government bonds. While things look calm on the surface, you aren't being paid much extra for the risk of owning stocks right now.
The numbers
- VIX17.6Implied volatility — fear gauge for the next 30 days. Avg ~16.
- Buffett Indicator232%Total market cap ÷ GDP. Above 200% is historically very expensive.
- Shiller CAPE20.0Inflation-adjusted 10-year earnings P/E. Long-run avg ~16–17.
- S&P 500 P/E20.0Trailing twelve months earnings multiple.
- 10-Year Treasury4.38%Risk-free rate — what cash earns without taking equity risk.
- Equity Risk Premium0.62%Earnings yield minus 10Y Treasury. The extra return for owning stocks vs bonds.
Key risks right now
- Expensive Prices: The total value of the stock market is over twice the size of the US economy, suggesting prices are stretched thin.
- Low Reward for Risk: You are only earning about 0.6% more in expected returns from stocks than you are from safe 10-year bonds, leaving very little 'cushion' if prices drop.
- Global Shocks: Ongoing conflicts in the Middle East and Europe could cause sudden spikes in energy prices or disrupt global shipping without warning.
Market temperature
Investors are staying the course and deals are still getting done, but they are accepting very slim profit margins for taking on stock market risk.
- Lenders
- neutral
- Capital markets
- normal
- Spreads
- narrow
- Investor mood
- neutral
What this means for you
Since the 'extra return' for owning stocks is so low (0.62%) and overall prices are historically very high (232% of GDP), it is a sensible time to lean more heavily into safe cash or bonds that are paying a solid 4.38% with much less stress.
If you are investing for the next 20+ years, ignore the high prices and keep your automatic investments going; you'll buy fewer shares when they are expensive and more when they eventually go on sale.
Bottom-up signal
Even in an expensive market, you can find safety by looking for individual companies that have twice as much in cash and assets as they owe in debt and show a long history of steady profits.
Time-horizon caveat
Keep in mind that high prices and low extra returns are great at predicting what you'll earn over the next decade, but they can't tell you if the market will crash tomorrow or keep rising for another year.
What's happening in the world
Capital markets are currently normal, but investors seem to be ignoring real-world dangers. While global tensions are high, the 'fear gauge' is low, suggesting people might be a bit too relaxed about the risks they are taking.
- Supreme Court blocks attempt to fire Fed Governor Lisa Cook
- Europe’s central bank defends rate hikes to fight inflation
- Oil prices rise as US and Iran discuss suspending Gulf attacks
- Russia intensifies strikes as Ukraine conflict continues
Don't try to guess how wars or elections will end; instead, make sure you own a variety of different investments so one bad event can't wreck your plan.
Refreshed weekdays at ~5:00 PM EST. The model surfaces facts and base rates; it does not forecast prices and does not give personalized advice.