Average U.S. 10-Year Treasury Yield Move Before and After the Last Fed Hike in the Cycle Historically, after the last Fed rate hike, U.S. 10-year Treasury yields have tended to trend lower on average. Image: Deutsche Bank
U.S. Recession and Fed Hiking Cycle A recession in the United States is still likely based on the lags between rate hikes and previous cycles. Image: Deutsche Bank
S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle Historically, the S&P 500 has shown a pattern of weakness during the third quarter of pre-election years, while the fourth quarter has typically been strong. Image: Carson Investment Research
Cycle – U.S. Regimes Should investors overweight U.S. cyclicals? Image: BofA US Equity & Quant Strategy
S&P 500 – Monthly Seasonality for Year 3 of the Presidential Cycle Historically, September tends to be a challenging month for the S&P 500 in the third year of the U.S. presidential cycle. Image: BofA Global Research
S&P 500 Presidential Cycle Will the S&P 500 reach a new all-time high in 2024? Image: BofA Global Research
Returns a Year Off the Lows for the S&P 500 Index Based on the 4-Year Presidential Cycle Historically, U.S. stocks have shown an average increase of 32.3% a year after a midterm year low. Image: Carson Investment Research
Cycle Composite for the S&P 500 Based on the Carson cycle composite, it seems likely that the S&P 500 will experience a period of strength into late July. Image: Carson Investment Research
Equity – Short- & Long-Term Global Fund Flow Cycle Investors have not yet adopted a “risk-on” mentality when it comes to global equity funds. Image: Goldman Sachs Global Investment Research
S&P 500 and Last Hike in Federal Reserve Bank Rate Hiking Cycles The last Fed rate hike is not necessarily bearish for U.S. stocks over the next 12 months. Image: Carson Investment Research