Search Results for: S&P 500 cycle

S&P 500 Cycle-Adjusted P/E The S&P500 cycle-adjusted P/E is now 29.9 and 75% above its long-term average, suggesting weak equity returns over the next 10 years. Image: J.P. Morgan

Seasonality – S&P 500 Cycle Composite for 2019 This great chart shows the S&P 500 cycle composite for 2019 vs. the actual S&P 500 composite (places equal weight on: one-year seasonal cycle, four-year presidential cycle, and 10-year decennial cycle). This is not a forecast. Image: Ned Davis Research

EPS Growth – Political Party and S&P 500 Profits Cycle Historically, S&P 500 volatility has increased ahead of U.S. elections, but at the end of the day, “profits matter more than politics.” Image: BofA US Equity & US Quant Strategy

S&P 500 Monthly Returns and Percentage of Time Up – Presidential Cycle Year 4 After a summer rally, this chart shows how the U.S. presidential election may affect the S&P 500. Image: BofA Global Research

Average Performance by S&P 500 Quality Ranks when the Profits Cycle Decelerated Historically, high quality stocks (A+) have outperformed when the profits cycle decelerates, as investors tend to pay up for stable earnings growth. Image: BofA US Equity and Quant Strategy

S&P 500 3-Month Seasonal Returns and Presidential Cycle Year 4 Historically, election year shines in June-August, as it is the strongest 3-month period of presidential cycle year 4 (up 74% of the time with an average return of 6.93%). Image: BofA Global Research

S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle Historically, during a presidential election year, each quarter has seen a positive return on average. Image: LPL Financial LLC

U.S. Election – Presidential Cycle and Average S&P 500 Return since 1872 Since 1872, the S&P500 index has averaged 6.2% during an election year, and 9.6% on average if a Republican wins. Image: Jefferies

S&P 500 under Trump vs. the Average Presidential Cycle The S&P 500 under President Donald Trump stacks up well against the average presidential cycle. Image: CNBC

S&P 500 and Mini-Cycles Chart suggesting that market participants have started to take into account the start of a fourth mini-cycle. Image: Societe Generale Cross Asset Research