Valuation – S&P 500 Forward P/E Multiple and First Hike of Fed Tightening Cycle Historically, the S&P 500 forward P/E remains flat in the 6 months before and after the start of the first Fed hike. Image: Goldman Sachs Global Investment Research
U.S. Dollar Broad Trade Weighted Index Surrounding FED Tightening Cycles Will the U.S. dollar weaken after the Fed starts tightening monetary policy? Image: Deutsche Bank
U.S. Cycle – Macro Regime Indicator The KKR’s macro regime indicator is still in the mid-cycle expansion phase. Image: KKR & Co.
S&P 500 Corrections and 1-Year Performance Following Correction by Presidential Cycle Is the S&P 500 headed for a big correction in 2022? Image: Strategas Research Partners
U.S. Cycle Indicator The KKR’s U.S. cycle indicator from KKR is still in the mid-cycle expansion phase. Image: KKR & Co.
U.S. Business Cycle – Cross-Asset Cycle Indicator The Morgan Stanley’s cyclical indicator remains in the expansion phase. Image: Morgan Stanley Research
S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle 2022 could be challenging for the S&P 500 in Presidential cycle year two. Image: LPL Financial LLC
Average S&P 500 Performance in Fed Tightening Cycles Around 9 months after the first rate hike, the S&P 500 tends to be flat for over a year. Image: Deutsche Bank
U.S. Market Cycle Indicators Chart suggesting that the current business cycle’s end is not imminent in the U.S.. The risk of a bear market is low when the % of market cycle indicators is greater than 30%. Image: Richardson Wealth
S&P 500 and the Start of the Federal Reserve’s Last Three Rate-Hike Cycles Should U.S. equity investors really fear rising interest rates? Image: CNBC