Search Results for: cycle

Inflation in this Cycle (DM GDP Deflator) Morgan Stanley expects the return of inflation after the Great COVID-19 Recession (GCR). Image: Morgan Stanley Research

Average Performance by S&P 500 Quality Ranks when the Profits Cycle Decelerated Historically, high quality stocks (A+) have outperformed when the profits cycle decelerates, as investors tend to pay up for stable earnings growth. Image: BofA US Equity and Quant Strategy

S&P 500 3-Month Seasonal Returns and Presidential Cycle Year 4 Historically, election year shines in June-August, as it is the strongest 3-month period of presidential cycle year 4 (up 74% of the time with an average return of 6.93%). Image: BofA Global Research

U.S. Business Cycle Indicator in Repair Phase Morgan Stanley’s cyclical indicator is now in the “repair” phase. Image: Morgan Stanley Research

Global Cycle The global wave suggests a trough in the global cycle. Image: BofA Global Quantitative Strategy

The Four Business Cycle Phases This chart explains the four cycle phases; expansion, downturn, repair, and recovery. Image: Morgan Stanley Research

U.S. Business Cycle – Cross-Asset Cycle Indicator Morgan Stanley’s cyclical indicator is still in “downturn.” Image: Morgan Stanley Research

U.S. Business Cycle – Global Equity vs. Bonds and U.S. Unemployment Rate Chart suggesting that U.S. growth has peaked. Image: Pictet Asset Management

Global Industrial Cycle and Copper vs. Equities Chart suggesting that copper should outperform equities in a global industrial rebound. Image: Oxford Economics

The U.S. Presidential Cycle How U.S. presidential elections affect stock market returns? This chart shows the forward return for the U.S. stock market based on election outcomes. Image: Fidelity Investments