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
S&P 500 Various Declines per Year In financial markets, navigating volatility is essential for investors. Understanding and managing this volatility effectively is key to achieving favorable returns. Image: Carson Investment Research
U.S. Regime Indicator In April, the U.S. regime indicator showed improvement, indicating positive signs and encouraging trends, which is great news. Image: BofA US Equity & Quant Strategy
Inflation – PCE Deflator YoY Projections The Fed faces challenges in managing a rate cut amid high inflation, requiring a delicate balance between inflation control, price stability, and economic growth to support employment. Image: BofA Global Investment Strategy
S&P 500 Index and Moving Average Crossover Signal The use of moving average crossovers, particularly on a weekly basis, can be a valuable tool for investors in managing risk to equity exposure. Image: Real Investment Advice
FMS Investors – Average Percentile Rank of Growth Expectations, Cash Allocation, Equity Allocation The decrease in pessimism among FMS investors is seen as highly encouraging as it indicates an increased appetite for risk-taking among them. Image: BofA Global Fund Manager Survey
Global Debt Hits a Fresh Record Reaching an all-time high of $315,000 billion, global debt highlights the challenges and potential risks associated with managing and servicing debt in both developed and developing economies. Image: International Monetary Fund
S&P 500 Intra-Year Declines vs. Calendar Year Returns Intra-year corrections, which refer to temporary downturns in stock prices, are fairly common in the U.S. stock market, typically averaging around 10%. Image: Real Investment Advice
Buybacks – Share of S&P 1500 Companies Paying a Dividend or Repurchasing Stock Over the years, the share of S&P 1500 companies engaging in share repurchases has surged. In 1995, only 3% participated, while in 2023, it reached 70%, greatly enhancing shareholder returns. Image: Goldman Sachs Global Investment Research
S&P 500 Index Returns Based on if January is Higher or Lower Historically, a higher S&P 500 in January has generally been associated with positive full-year returns, averaging an impressive return of 16.8% since 1950. Image: Ryan Detrick, LPL Financial LLC