S&P 500 Cycle-Adjusted P/E
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
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 Around the Start of Fed Rate Hike Cycle
S&P 500 Around the Start of Fed Rate Hike Cycle Will the S&P 500 generate positive returns during the Fed’s hiking cycle? Image: Goldman Sachs Global Investment Research
Valuation – S&P 500 Forward P/E Multiple and First Hike of Fed Tightening Cycle
Valuation – S&P 500 Forward P/E Multiple and First Hike of Fed Tightening Cycle Historically, the S&P 500 forward P/E remains flat in the 6 months before and after the start of the first Fed hike. Image: Goldman Sachs Global Investment Research
S&P 500 Corrections and 1-Year Performance Following Correction by Presidential Cycle
S&P 500 Corrections and 1-Year Performance Following Correction by Presidential Cycle Is the S&P 500 headed for a big correction in 2022? Image: Strategas Research Partners
S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle
S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle 2022 could be challenging for the S&P 500 in Presidential cycle year two. Image: LPL Financial LLC
Average S&P 500 Performance in Fed Tightening Cycles
Average S&P 500 Performance in Fed Tightening Cycles Around 9 months after the first rate hike, the S&P 500 tends to be flat for over a year. Image: Deutsche Bank
S&P 500 and the Start of the Federal Reserve’s Last Three Rate-Hike Cycles
S&P 500 and the Start of the Federal Reserve’s Last Three Rate-Hike Cycles Should U.S. equity investors really fear rising interest rates? Image: CNBC
Monthly S&P 500 Seasonality for Presidential Cycle Year 1
Monthly S&P 500 Seasonality for Presidential Cycle Year 1 S&P 500 seasonality shows that December is historically a positive month in Presidential cycle year 1. Image: BofA Global Research
S&P 500 6-Month Seasonal Returns and Percentage of Time Up – Presidential Cycle Year 1 into Presidential Cycle Year 2
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