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
Various S&P 500 Index 6-Month Returns May-October is often seen as the weaker stretch for U.S. stocks, averaging just 2.1%. But when April rallies more than 5%, history flips the script: since 1950, the S&P 500 has averaged a 6.6% gain, with a median return of 10%. Image: Carson Investment Research
S&P 500 12-Month Forward Returns After 10-Day Surges Of 10%+ History leans bullish: since 1950, a 10% surge in the S&P 500 over 10 days, like in April, has been followed by gains in 17 of 20 cases, averaging 19% over the following 12 months. Panic selling at the bottom rarely pays off. Image: Real…
Nasdaq-100 Win Streaks of 12 Days or More and Future Returns A 12-day winning streak has pushed the Nasdaq-100 into rare territory. History is on the bulls’ side with similar streaks leading to positive returns one year out every time since 1985, averaging 19.4%. Image: Carson Investment Research
S&P 500 Performance After Back-To-Back 3% Weekly Gains Another sign the bottom may be behind us: the S&P 500 has just posted back‑to‑back weekly gains of more than 3%. Since 1950, stocks have been higher a year later in 13 of 15 similar cases, averaging a 14.1% return. Image: Carson Investment Research
S&P 500 Forward Returns After Extreme AAII Bearish Sentiment Peaks Since 1990, when the AAII bearish sentiment exceeded 45%, as it did recently, the S&P 500 has delivered strong 12‑month gains, averaging more than 18%. Once again, the market looks ready to climb just when investors least expect it. Image: Real Investment Advice
Evolution of S&P 500 Consensus Earnings Optimism is building on Wall Street. Analysts have lifted their S&P 500 bottom-up earnings forecasts for Q2 2026, betting on stronger corporate profit momentum through the year. It’s encouraging to see sentiment turning more positive. Image: Deutsche Bank Asset Allocation
S&P 500 Index Returns In April Even with the Middle East conflict clouding the seasonal backdrop, April has historically been a strong month for U.S. equities, averaging positive returns since 1950. Image: Carson Investment Research
Brent Oil Price Forecast Goldman Sachs has lifted its 2026 oil price forecast, now seeing Brent crude averaging $85 a barrel and WTI at $79, as disruptions in the Strait of Hormuz keep energy markets on edge. Image: Goldman Sachs Global Investment Research
S&P 500 Index Returns Based on If January Is Higher or Lower Bulls have reason to smile: a positive January often sets the tone for a bullish year. When the S&P 500 finishes the month higher, history shows full-year gains averaging 16.9% since 1950. Image: Carson Investment Research
S&P 500 Annual Performance Based On What The First Five Days Do A bullish start to the year for the S&P 500 lifts investor spirits. When the index is up more than 1% in the first 5 trading days, it has historically led to stronger annual returns, averaging 15.7% and ended higher 87% of the…