Search Results for: S&P 500 cycle

S&P 500 Cycle Composite Can U.S. equity investors expect a rebound in the second half of 2022? Image: Ned Davis Research

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 Average Median and Positive Hit Rate of Monthly Returns Based on Credit/Fed Cycles Fed easing and credit tightening regime does not bode well for U.S. equities. Image: BofA US Equity & Quant Strategy

S&P 500 – Seasonality During Bull vs. Bear Markets – 3rd Year of U.S. Election Cycle Only Both bulls and bears may be frustrated this year. Image: Topdown Charts

S&P 500 – Monthly Seasonality for Year 3 of the Presidential Cycle Historically, March tends to be a positive month for the S&P 500 in the third year of the U.S. presidential cycle. Image: BofA Global Research

Average S&P 500 Performance in Fed Tightening Cycles S&P 500 weakness tends to materialise 9-10 months after the first Fed rate hike and tends to last a year. Image: Deutsche Bank

Average Monthly S&P 500 Return During Different ISM Cycle Phases Conditional on Bond Yield Changes Historically, rising bond yields are a headwind for U.S. equity returns. Image: Goldman Sachs Global Investment Research

Returns a Year Off the Lows for the S&P 500 Index Based on the 4-Year Presidential Cycle This year being a pre-election year could see increased U.S. government spending, which can serve to boost U.S. stock prices. Image: Carson Investment Research

S&P 500 vs. 10-Year Rates and Secular Cycles The secular bull market remains intact so far. Image: Real Investment Advice