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

S&P 500 6-Month Seasonal Returns and Percentage of Time Up – Presidential Cycle Year 1 into Presidential Cycle Year 2 From Presidential cycle year 1 into Presidential cycle year 2, the S&P 500 has historically done poorly from September through February. Image: BofA Global Research

Monthly S&P 500 Seasonality for Presidential Cycle Year 1 S&P 500 seasonality shows that September has been challenging in Presidential cycle year 1. Image: BofA Global Research

Returns – S&P 500 Four Year Presidential Cycle Is there a risk of a market correction? The S&P 500 is entering what has historically been a period of weakness. Image: BofA Global Research

Performance – Early Cycle Sectors Relative to S&P 500 Should investors continue to underweight early cycle sectors during the mid cycle transition? Image: Morgan Stanley Research

S&P 500 3-Month Seasonality Returns and Percentage of Time Up – Presidential Cycle Year 1 S&P 500 seasonality is more bearish in Presidential cycle year 1, from late summer into the fall. Image: BofA Global Research

Share of Industries in S&P 500 by Stage in the Cycle Currently, companies that constitute 66% of the S&P 500’s market capitalization are growing faster than before the coronavirus pandemic. Image: Deutsche Bank Asset Allocation

S&P 500 Average Across Market Cycles Since 1973 This chart puts into perspective the typical phases of the U.S. equity market since 1973. Image: Goldman Sachs Global Investment Research

S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle Historically, during a post-election year, S&P 500 returns tend to be positive in Q2. Image: LPL Financial LLC