Demographics – U.S. Population Aging and Pension Demand for Bonds This chart suggests that U.S. pension demand for bonds is going to increase, as the proportion of 65+ rises. Image: Oxford Economics, Macrobond
Huge Advancing Volume as a % of Total Volume and What the S&P 500 Did Next NYSE’s surging advancing volume on Wednesday is highly bullish, with historical data since 1980 showing the S&P 500 consistently gaining over 3-, 6-, and 12-month periods afterward, averaging a 29.2% annual return. Image: Carson Investment Research
S&P 500 Various Declines per Year Effectively understanding and managing market volatility is crucial for investors seeking favorable returns in financial markets. Image: Carson Investment Research
Average Daily Equity ETF Flow vs. S&P 500 Performance Despite the S&P 500’s decline in Q1 2025, investors continued pouring money into equity ETFs, averaging nearly $3bn daily inflows—a sign of persistent appetite for U.S. equities amid volatility. Image: Strategas Research Partners
S&P 500 Average Monthly Return Above and Below 200-Day Moving Average Historically, the S&P 500 has performed well in April, averaging gains of over 2% since 1950 when starting below its 200-day moving average. Image: Oppenheimer & Co. Inc. and Bloomberg
S&P 500 Valuations The composite S&P 500 valuation indicator—which integrates PE ratios, equity risk premia, and price-based mean reversion factors—has recently reset to a level close to neutral, which is an encouraging sign. Image: Topdown Charts
S&P 500 Annualized Return per Day The S&P 500 has been up the past four Fridays, a trend that is particularly encouraging as it indicates sustained investor optimism and confidence in maintaining positions over the weekend. Image: Carson Investment Research
S&P 500 Yearly Returns The “rule of 10 best days” illustrates the dangers of market timing. Since 1990, missing just the 10 best trading days each year would have turned the S&P 500’s positive returns into substantial annual losses, averaging 12.5%. Image: Carson Investment Research
S&P 500 Performance After Five Consecutive Days of a 1% Daily Move and All Above the 200-Day MA Historically, when the S&P 500 has experienced five consecutive days of 1% moves while remaining above its 200-day MA, it has performed well over the following six months, averaging an 11.0% gain and rising 91.7% of the…
S&P 500 Bull Markets Over the past 50 years, five bull markets have lasted over two years, averaging 8 years and a 288% gain. At 28 months old and up 71%, the current bull market appears to be in its early stages, with potential for continued growth. Image: Carson Investment Research
Valuation – U.S. Equities vs. Rest of World – 12-Month Forward PE Ratios Given the current high valuation of U.S. equities, diversification—both geographically and across sectors—remains a critical strategy for managing risk and maintaining portfolio stability. Image: Deutsche Bank