Performance – S&P 500 vs. Basket of 30 Equities Expected to Benefit from a Biden Win Biden longs outperformed in the equity market, as investors are betting on a potential Biden election victory. Image: BofA Global Research
S&P 500 Weekly % Changes Did investors expect this degree of sell-off in the stock market, just before the U.S. elections? Image: The Daily Shot
S&P 500 3-Month Implied Volatility Change After U.S. Elections Volatility tends to decline after the U.S. elections. Image: Goldman Sachs Global Investment Research
Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment remains positive and is improving. Image: Goldman Sachs Global Investment Research
S&P 500 Index Single Day Average Returns Historically, October 28 has been the best day of the year for the S&P 500. Image: LPL Financial LLC
Performance vs. S&P 500 by Uses of Cash Should investors forget buybacks and dividends? U.S. companies that spend the most cash on M&A have outperformed the S&P 500 since December 2017. Image: Goldman Sachs Global Investment Research
Percent of S&P 500 Companies Beating Revenue and EPS Estimates To date, 86% of the companies in the S&P 500 have reported actual EPS above estimates. Image: J.P. Morgan Asset Management
S&P 500 Return – Equity Market Trends Around U.S. Capital Gains Tax Rate Hikes Equity prices tend to decline around U.S. capital gains tax hikes, but are likely to be short-lived. Image: Goldman Sachs Global Investment Research
U.S. Election Hedges – S&P 500 Option Volumes Should investors hedge for U.S. elections? Image: Goldman Sachs Global Investment Research
S&P 500 vs. Commodity Research Bureau Index Commodities relative to stocks remain cheap, but is it time to buy? Image: Fidelity Investments