S&P 500 Performance and Discretionary Retail Spending (Leading Indicator) The performance of the S&P 500 tends to lead discretionary retail spending by 9 months. Image: TS Lombard
Average S&P 500 Performance Following 10Y-2Y Yield Curve Inversions On average, the S&P 500 continues to rise in the 12 and 24 months following the 10Y-2Y yield curve inversion. Image: Deutsche Bank
Median S&P 500 Performance During 10% Corrections If there is no recession, U.S. stocks tend to do well after 10% market corrections. Image: Goldman Sachs Global Investment 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
S&P 500 Performance Through Different Fed Balance Sheet Regimes U.S. equity investors should not worry too much about the Fed’s balance sheet reduction. Image: J.P. Morgan Equity Macro Research
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 Performance vs. Forward EPS The correlation between forward EPS and the S&P 500 performance has been good since May 2020. Image: Deutsche Bank Asset Allocation
Median Quarterly S&P 500 Performance A stagflationary environment would be painful for U.S. stocks. Image: Goldman Sachs Global Investment Research
Returns – S&P 500 Performance and S&P 500 P/E Level Should investors expect low single digit return for the S&P 500 over the next year? Image: Richardson Wealth
S&P 500 Performance on Friday the 13th since 1928 Historically, U.S. stocks tend to do well on Friday the 13th in August. Image: LPL Research