Keyword: cycle

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

S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle Historically, during a presidential election year, each quarter has seen a positive return on average. Image: LPL Financial LLC

Emerging Markets Monetary Policy vs. Economic Cycle (Leading Indicator) Chart suggesting that EM monetary policy easing is likely to increase economic activity in the coming months. Image: Topdown Charts

Equity Fund Flows Cycle, Credit and Government Bond Chart suggesting that the equity fund flows cycle has entered its last phase. Image: Goldman Sachs Global Investment Research

U.S. Presidential Cycle During secular bull markets, the first term Presidential cycle suggests the S&P 500 Index at 3,740 into year-end. Image: BofA Global Research

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

U.S. Business Cycle – Months of Growth vs. Months of Recession This chart puts into perspective the U.S. business cycle and the length of recessions. Image: BofA Global Research

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 number of market cycle indicators is greater than 10. Image: Richardson GMP

Big-Data Analysis of the U.S. Business Cycle and NBER Recession Chart showing that the short-sample indicator improved and moved into the “Boom” regime last November. Image: BofA Global Research

U.S. Election – Presidential Cycle and Average S&P 500 Return since 1872 Since 1872, the S&P500 index has averaged 6.2% during an election year, and 9.6% on average if a Republican wins. Image: Jefferies