SPGI Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: SPGI shows resilience with strong cash flow projections, strategic leadership focus, and competitive advantages in market analytics. Historical trends support positive returns.




Bearish Case: Declining ROIC and leadership changes introduce uncertainty. High implied volatility signals potential risks, while market data segment competition may limit growth prospects.




Potential Outcomes:
  • 65% chance: Sustained financial stability and positive returns
  • 25% chance: Competitive pressure affects performance
  • 10% chance: Leadership shifts destabilize growth



June 25, 2025


S&P Global Forecast

SPGI        S&P Global











Correlated Assets

Assets that tend to move strongly with SPGI



VYM Forecast + Options Trading Strategies   VYM  Vanguard High Dividend Yield Indx (0.72)


VNQ Forecast + Options Trading Strategies   VNQ  Vanguard Real Estate Index (0.7)


DVY Forecast + Options Trading Strategies   DVY  BlackRock Institutional Trust Company N.A. - iShares Select Dividend (0.7)


DFEN Forecast + Options Trading Strategies   DFEN  Direxion Daily Aerospace & Defense Bull 3X Shares (0.68)


CRH Forecast + Options Trading Strategies   CRH  CRH Plc (0.67)



Uncorrelated Assets

Assets with little price relationship to SPGI



EA Forecast + Options Trading Strategies   EA  Electronic Arts (-0.0)


QS Forecast + Options Trading Strategies   QS  QuantumScape (0.0)


TEX Forecast + Options Trading Strategies   TEX  Terex (0.0)


IREN Forecast + Options Trading Strategies   IREN  IREN (0.01)


EIX Forecast + Options Trading Strategies   EIX  Edison International (0.01)



Anticorrelated Assets

Assets that tend to move strongly against SPGI



OUST Forecast + Options Trading Strategies   OUST  Ouster (-0.27)


MUR Forecast + Options Trading Strategies   MUR  Murphy Oil (-0.28)


MRUS Forecast + Options Trading Strategies   MRUS  Merus (-0.31)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (-0.34)


SPXU Forecast + Options Trading Strategies   SPXU  ProShares UltraPro Short S&P 500 (-0.62)









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